NVP Associates, LLC

CIK: 0001545692SEC EDGAR →

Portfolio Value

$255.2M

Holdings

6

As of

Q4 2025

New Positions

1

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
MBX

MBX BIOSCIENCES INC

2,136,335$67.4M
26.40%
2
ZBIO

ZENAS BIOPHARMA INC

1,838,482$66.8M
26.16%
3
BLLN

BILLIONTOONE INC

513,330$42.0M
16.46%
4
OMDA

OMADA HEALTH INC

2,531,000$39.9M
15.65%
5
TALK

TALKSPACE INC

9,802,972$35.6M
13.94%
6
GROV

GROVE COLLABORATIVE HOLD INC

3,225,097$3.5M
1.39%

Quarterly Changes

Top Buys

BLLNNEW
$42.0M

Top Sells

No sells this quarter

New Positions (1)

BLLN
$42.0M · 513K shares

Sector Breakdown

Sector# HoldingsValue%
Healthcare5$251.7M98.6%
Consumer Defensive1$3.5M1.4%