Nvp Associates LLC Q2 2026 Portfolio Activity: Significant Shifts in Snowflake and OnDAS Holdings
This article summarizes the observable investment activity of Nvp Associates LLC during the second quarter of 2026, highlighting changes to its portfolio positions.
Nvp Associates LLC reported significant investment activity for Q2 2026. The filing shows notable shifts in holdings compared to the previous period.
Technology Sector Focus
The Technology sector remains a cornerstone of Nvp Associates' portfolio, accounting for approximately 87.92% of its total value as of June 30th, 2026. This quarter saw substantial changes within this sector.
- Nvp Associates significantly increased their position in Snowflake Inc (SNOW). The holding count for SNOW remained the same at 114,786 shares, indicating a complete replacement of previous holdings rather than an incremental increase.
- Similarly, they substantially boosted their stake in OnDAS Inc (ONDS) by acquiring all 15,602 shares currently held. This suggests either a new investment or replacing entirely different prior positions.
Snowflake Inc, ticker SNOW, is the largest holding within Technology and also represents one of Nvp Associates' most significant buys this quarter according to disclosed data. You can learn more about Snowflake's performance by visiting SNOWFLAKE INC (SNOW).
OnDAS Inc, ticker ONDS, is another Technology holding that saw a major allocation increase this quarter. The investor's stake in ONDS was fully replaced with new shares acquired during Q2 2026.
Maintaining Consumer Defensive Position
Despite the substantial changes elsewhere, Nvp Associates maintained their position in Grove Collaborative Holdings Inc (GROV). The number of shares held remained unchanged at 3,225,097, and the portfolio allocation percentage stayed stable at approximately 1.23%.
- The Technology sector dominates this quarter's filing for Nvp Associates, with two holdings showing complete turnover rather than simple increases.
Grove Collaborative Holdings Inc (GROV) is classified under the Consumer Defensive sector and can be analyzed further at GROVE COLLABORATIVE HOLD INC (GROV).
Overall Portfolio Changes
The portfolio's total value stood at $33,372,968 as of June 30th, 2026. The changes observed this quarter resulted in a slight increase in the Technology allocation percentage and a corresponding decrease for Consumer Defensive.
- Nvp Associates' portfolio now consists of three distinct holdings across two sectors.
The filing indicates that Nvp Associates has made large purchases, with Snowflake (SNOW) and OnDAS Inc (ONDS) being the significant buys highlighted. No major selling activity was disclosed during this period for Q2 2026.