Nvp Associates, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Nvp Associates, Llc disclosed 7 stock positions valued at approximately $328.19M as of quarter-end June 30, 2026. The largest holdings include MBX BIOSCIENCES INC, AVALYN PHARMACEUTICALS INC, and OMADA HEALTH INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 7
- Portfolio Value
- $328.19M
Holdings by Sector
Nvp Associates, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MBX BIOSCIENCES INC | MBX | Healthcare | 35.93% | 2,136,335 | - | - | $117,925,692 |
| AVALYN PHARMACEUTICALS INC | AVLN | Healthcare | 22.75% | 2,268,404 | +2,268,404 | +100.00% | $74,675,860 |
| OMADA HEALTH INC | OMDA | Healthcare | 16.93% | 2,531,000 | - | - | $55,555,450 |
| ZENAS BIOPHARMA INC | ZBIO | Healthcare | 14.22% | 1,838,482 | - | - | $46,660,673 |
| SNOWFLAKE INC | SNOW | Technology | 8.90% | 114,786 | +114,786 | +100.00% | $29,213,037 |
| GROVE COLLABORATIVE HOLD INC | GROV | Consumer Defensive | 1.23% | 3,225,097 | - | - | $4,031,371 |
| ONDAS INC | ONDS | Technology | 0.04% | 15,602 | +15,602 | +100.00% | $128,560 |
Showing 7 of 7 holdings in the latest reporting period.