Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NVP ASSOCIATES, LLC (CIK 1545692) reported $176.2M across 4 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MBX ($63.8M, 36.20%), ($40.5M, 23.00%), ZBIO ($35.9M, 20.40%), OMDA ($31.8M, 18.06%), GROV ($4.1M, 2.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MBX | MBX BIOSCIENCES INC | $63.8M | 36.20% | 2.1M | Hold |
| 2 | BILLIONTOONE INC | $40.5M | 23.00% | 513,330 | Hold | |
| 3 | ZBIO | ZENAS BIOPHARMA INC | $35.9M | 20.40% | 1.8M | Hold |
| 4 | OMDA | OMADA HEALTH INC | $31.8M | 18.06% | 2.5M | Hold |
| 5 | GROV | GROVE COLLABORATIVE HOLD INC | $4.1M | 2.34% | 3.2M | Hold |
| 6 | TALK | TALKSPACE INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31