本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
NVP ASSOCIATES, LLC (CIK 1545692) reported $328.2M across 7 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MBX ($117.9M, 35.93%), AVLN ($74.7M, 22.75%), OMDA ($55.6M, 16.93%), ZBIO ($46.7M, 14.22%), SNOW ($29.2M, 8.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MBX | MBX BIOSCIENCES INC | $117.9M | 35.93% | 2.1M | Hold |
| 2 | AVLN | AVALYN PHARMACEUTICALS INC | $74.7M | 22.75% | 2.3M | New |
| 3 | OMDA | OMADA HEALTH INC | $55.6M | 16.93% | 2.5M | Hold |
| 4 | ZBIO | ZENAS BIOPHARMA INC | $46.7M | 14.22% | 1.8M | Hold |
| 5 | SNOW | SNOWFLAKE INC | $29.2M | 8.90% | 114,786 | New |
| 6 | GROV | GROVE COLLABORATIVE HOLD INC | $4.0M | 1.23% | 3.2M | Hold |
| 7 | ONDS | ONDAS INC | $128,560 | 0.04% | 15,602 | New |
| 8 | BLLN | BILLIONTOONE INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30