NVP Associates, LLC — 13F holdings

NVP Associates, LLC reported 7 holdings worth $328M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. MBX MBX BIOSCIENCES INC — $118M (35.9%)
2. AVLN AVALYN PHARMACEUTICALS INC — $74.7M (22.8%)
3. OMDA OMADA HEALTH INC — $55.6M (16.9%)
4. ZBIO ZENAS BIOPHARMA INC — $46.7M (14.2%)
5. SNOW SNOWFLAKE INC — $29.2M (8.9%)
6. GROV GROVE COLLABORATIVE HOLD INC — $4.03M (1.2%)
7. ONDS ONDAS INC — $129K (0.0%)