# NVP ASSOCIATES, LLC: Form 13F holdings

An institutional investment manager in MENLO PARK, CA. SEC CIK 1545692.

- Quarter ended: 2026-06-30
- Filed: 2026-08-07
- Reported value: $328.2m
- Positions: 7 (7 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1545692/000154569226000009/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [MBX BIOSCIENCES INC (MBX)](/companies/mbx.md) | COM | $117.9m | 35.9% | 2,136,335 |  | Unchanged |
| [AVALYN PHARMACEUTICALS INC (AVLN)](/companies/avln.md) | COM SHS | $74.7m | 22.8% | 2,268,404 |  | New +2,268,404 |
| [OMADA HEALTH INC (OMDA)](/companies/omda.md) | COM | $55.6m | 16.9% | 2,531,000 |  | Unchanged |
| [ZENAS BIOPHARMA INC (ZBIO)](/companies/zbio.md) | COM | $46.7m | 14.2% | 1,838,482 |  | Unchanged |
| [SNOWFLAKE INC (SNOW)](/companies/snow.md) | COM SHS | $29.2m | 8.9% | 114,786 |  | New +114,786 |
| [GROVE COLLABORATIVE HOLD INC (GROV)](/companies/grov.md) | COM CL A | $4.0m | 1.2% | 3,225,097 |  | Unchanged |
| [ONDAS INC (ONDS)](/companies/onds.md) | COM NEW | $128.6k | <0.1% | 15,602 |  | New +15,602 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BILLIONTOONE INC (BLLN)](/companies/blln.md) | CL A | $0 | 0.0% | 0 |  | Sold out −513,330 |

Source: SEC EDGAR, Form 13F-HR, accession 0001545692-26-000009. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.