NVP Associates, LLC
Annual return '25
+17.5%
SPY '25
+17.7%
Alpha
-0.2ptsvs SPY
Invested
$176.2M
Holdings
5
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MBX
MBX BIOSCIENCES INC
Q4 2024: New position (2.14M shares)
36.2%
02
$BLLN
BILLIONTOONE INC
Held since at least Q1 2024
23.0%
03
$ZBIO
ZENAS BIOPHARMA INC
Q4 2024: New position (1.84M shares)
20.4%
04
$OMDA
OMADA HEALTH INC
Q2 2025: New position (2.53M shares)
18.1%
05
$GROV
GROVE COLLABORATIVE HOLD INC
Q1 2025: Increased +9.6% (2.94M → 3.23M shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:25 UTC.