Institutions / NVP Associates, LLC
NVP Associates, LLC
CIK 1545692 · Institution · as of Jun 30, 2026
Portfolio value
$328.19M
Positions
7
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$328.19M+28.6%Positions
7+16.7%Top holdings
Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| MBX Biosciences, Inc.MBX | $117.93M | 35.9% |
| Avalyn Pharma Inc. | $74.68M | 22.8% |
| Omada Health, Inc.OMDA | $55.56M | 16.9% |
| Zenas BioPharma, Inc.ZBIO | $46.66M | 14.2% |
| Snowflake Inc. | $29.21M | 8.9% |
| Grove Collaborative Holdings, Inc.GROV | $4.03M | 1.2% |
| Ondas Inc. | $128.6K | 0.0% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | Avalyn Pharma Inc. | $74.68M | +2.3M | 2,268,404 22.75% of portfolio | high |
| Q2 2026 as of | Exit | BLLN BillionToOne, Inc. Common Stock | $-42.01M | -513K -100.00% | — | medium |
| Q2 2026 as of | Exit | Talkspace, Inc | $-35.58M | -9.8M -100.00% | — | medium |
| Q2 2026 as of | New | Snowflake Inc. | $29.21M | +115K | 114,786 8.90% of portfolio | medium |
| Q2 2026 as of | New | Ondas Inc. | $128.6K | +16K | 15,602 0.04% of portfolio | low |