Nvp Associates
Nvp Associates reported 7 stocks worth $328M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are MBX (35.9%), AVLN (22.8%) and OMDA (16.9%). Compared with Q1 2026, the fund opened new positions in AVLN, SNOW and ONDS and sold out of BLLN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MBX Mbx Biosciences Inc | $118M | 35.9% | 2.1M | No change | 8 of 8 | |
| 2 |  AVLN Avalyn Pharma Inc | $74.7M | 22.8% | 2.3M | New position | 1 of 8 | |
| 3 |  OMDA Omada Health Inc | $55.6M | 16.9% | 2.5M | No change | 5 of 8 | |
| 4 |  ZBIO Zenas Biopharma Inc | $46.7M | 14.2% | 1.8M | No change | 8 of 8 | |
| 5 |  SNOW Snowflake Inc | $29.2M | 8.9% | 115K | New position | 1 of 8 | |
| 6 |  GROV Grove Collaborative Hold Inc | $4M | 1.2% | 3.2M | No change | 8 of 8 | |
| 7 |  ONDS Ondas Hldgs Inc | $129K | 0.0% | 16K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BLLN Billiontoone Inc | $40.5M | 513K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Nvp Associates 13F FAQ
What does Nvp Associates own?
Nvp Associates reported 7 stocks worth $328M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are MBX (35.9%), AVLN (22.8%) and OMDA (16.9%). The table above lists every position in the filing (the top 10 without an account).
What did Nvp Associates buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 0 added to, 0 trimmed and 1 sold out. New positions include AVLN, SNOW and ONDS. It sold all of BLLN.
When will Nvp Associates file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Nvp Associates's portfolio worth?
The Q2 2026 filing reports $328M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.