NVP ASSOCIATES, LLC

MENLO PARK, CA · CIK 1545692 · 13F filing filed 2026-08-07

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.

$328.2m reported value +86.3% vs Q1 2026

7positions

100.0%in top 10

3 new 0 added 0 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

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

#	Security	Ticker	Shares	Value	% of portfolio	Change
1	MBX BIOSCIENCES INC COM MBX	MBX	2,136,335	$117.9m35.93%	35.93%	Unchanged
2	AVALYN PHARMACEUTICALS INC COM SHS AVLN	AVLN	2,268,404	$74.7m22.75%	22.75%	New
3	OMADA HEALTH INC COM OMDA	OMDA	2,531,000	$55.6m16.93%	16.93%	Unchanged
4	ZENAS BIOPHARMA INC COM ZBIO	ZBIO	1,838,482	$46.7m14.22%	14.22%	Unchanged
5	SNOWFLAKE INC CL A SNOW	SNOW	114,786	$29.2m8.90%	8.90%	New
6	GROVE COLLABORATIVE HOLD INC COM CL A GROV	GROV	3,225,097	$4.0m1.23%	1.23%	Unchanged
7	ONDAS INC COM NEW ONDS	ONDS	15,602	$128.6k0.04%	0.04%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BILLIONTOONE INC BLLN	BLLN	513,330	$40.5m513.3k shares