StockDriftsStockDriftsTop 6 NVP Associates, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MBX | MBX BIOSCIENCES INC | 35.93% | 2.14M | $117.9M | +0.00%(+0) | $25.98(+154.08%) | 2026-06-30 | |
| OMDA | OMADA HEALTH INC | 16.93% | 2.53M | $55.6M | +0.00%(+0) | $18.30(+33.93%) | 2026-06-30 | |
| ZBIO | ZENAS BIOPHARMA INC | 14.22% | 1.84M | $46.7M | +0.00%(+0) | $16.92(+84.49%) | 2026-06-30 | |
| SNOW | SNOWFLAKE INC | 8.9% | 114.8K | $29.2M | new | $204.08(+61.21%) | 2026-06-30 | |
| GROV | GROVE COLLABORATIVE HOLD INC | 1.23% | 3.23M | $4.0M | +0.00%(+0) | $6.14(-82.41%) | 2026-06-30 | |
| ONDS | ONDAS INC | 0.04% | 15.6K | $129K | new | $8.19(+15.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +84.51% | +528.11% | — | — | +993.29% |
| Top 20 Holdings Unweighted | +88.87% | +573.75% | — | — | +671.24% |
NVP Associates, LLC reports $328.19M in US-listed equity holdings across 7 positions in its most recent 13F filing. Its largest disclosed positions are MBX (35.9%), OMDA (16.9%) and ZBIO (14.2%). The top 20 holdings account for 77.25% of reported assets. Its disclosed equity book has returned +528.11% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from NVP Associates, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1545692). View NVP Associates, LLC’s 13F filings on SEC