Holders — by stockHoldings — by fund

NVP ASSOCIATES, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001545692

$328.2M

disclosed book value

positions

35.9%

largest position share

Positions, as of 2026-06-30

top 7 of 7 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#	Issuer	Shares	Value	% of book
1	MBXMBX BIOSCIENCES INC	2.1M	$117.9M	35.9%
2	AVLNAVALYN PHARMACEUTICALS INC	2.3M	$74.7M	22.8%
3	OMDAOMADA HEALTH INC	2.5M	$55.6M	16.9%
4	ZBIOZENAS BIOPHARMA INC	1.8M	$46.7M	14.2%
5	SNOWSNOWFLAKE INC	114,786	$29.2M	8.9%
6	GROVGROVE COLLABORATIVE HOLD INC	3.2M	$4.0M	1.2%
7	ONDSONDAS INC	15,602	$128,560	0%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.