Investor
NVP ASSOCIATES, LLC
CIK 0001545692 · filed 2026-05-15 · SEC filing
13F book
$176.2M
Positions
5
0 new · 1 sold
Largest name
36.2%
MBX Biosciences, Inc. · MBX
Est. mark
−$43.5M
Price effect on 5 names still held. Flow −$35.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| MBX Biosciences, Inc. | MBX | 2.14M | $63.8M | 36.2% | −$3.61M | Held |
| BillionToOne, Inc. | BLLN | 513.3K | $40.5M | 23.0% | −$1.49M | Held |
| Zenas BioPharma, Inc. | ZBIO | 1.84M | $35.9M | 20.4% | −$30.8M | Held |
| Omada Health, Inc. | OMDA | 2.53M | $31.8M | 18.1% | −$8.12M | Held |
| Grove Collaborative Hold Inc | — | 3.23M | $4.13M | 2.3% | $580.5K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.