NVP ASSOCIATES, LLC

MENLO PARK, CA · CIK 1545692 · 13F filing filed 2025-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$184.2m reported value +64.2% vs Q1 2025

7positions

100.0%in top 10

1 new 0 added 1 reduced 0 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DAVE INC CLASS A COM NEW DAVE	DAVE	232,675	$62.5m33.91%	33.91%	Reduced -350.0k	-350,000 -60.1%
2	OMADA HEALTH INC COM OMDA	OMDA	2,531,000	$46.3m25.15%	25.15%	New
3	TALKSPACE INC COM TALK	TALK	9,802,972	$27.3m14.80%	14.80%	Unchanged
4	MBX BIOSCIENCES INC COM MBX	MBX	2,136,335	$24.4m13.24%	13.24%	Unchanged
5	ZENAS BIOPHARMA INC COM ZBIO	ZBIO	1,838,482	$17.8m9.67%	9.67%	Unchanged
6	GROVE COLLABORATIVE HOLD INC COM CL A GROV	GROV	3,225,097	$3.7m2.01%	2.01%	Unchanged
7	OPENDOOR TECHNOLOGIES INC COM OPEN	OPEN	4,189,562	$2.2m1.21%	1.21%	Unchanged