NVP Associates, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), NVP Associates, LLC reported 7 stock positions worth $186.9 million. Its top holding was Dave (DAVE) at 27.1% of the portfolio, followed by Talkspace (TALK, 24.3%) and MBX Biosciences (MBX, 21.1%). Compared with Q3 2024, it sold out of 1. The biggest sale was an exit from Digital Brands.
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001545692
- Portfolio Value
- $186.9M (Q4 2024)
- SEC Filing
- 0001104659-25-010945 ↗ filed Feb 10, 2025
Holdings Value
Holdings 7 stocks · $186.9M
| DAVE Dave Inc. | 27.09% | 582,675 | $50.6M | No change |
| TALK Talkspace Inc. | 24.30% | 14,702,972 | $45.4M | No change |
| MBX MBX Biosciences Inc. | 21.06% | 2,136,335 | $39.4M | No change |
| UDMY Udemy Inc. | 13.71% | 3,114,732 | $25.6M | No change |
| ZBIO Zenas Biopharma Inc. | 8.05% | 1,838,482 | $15.1M | No change |
| OPEN Opendoor Technologies Inc. | 3.59% | 4,189,562 | $6.7M | No change |
| GROV Grove Collaborative Holdings | 2.19% | 2,943,522 | $4.1M | No change |
Portfolio Sells Q3 2024 → Q4 2024
| DIGITAL BRANDS GROUP INC | Sold out | 0.00% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $328.2M | MBX, AVLN, OMDA, ZBIO, SNOW |
| Q1 2026 | 5 | $176.2M | MBX, BLLN, ZBIO, OMDA, GROV |
| Q4 2025 | 6 | $255.2M | MBX, ZBIO, BLLN, OMDA, TALK |
| Q3 2025 | 5 | $166.1M | OMDA, ZBIO, MBX, TALK, GROV |
| Q2 2025 | 7 | $184.2M | DAVE, OMDA, TALK, MBX, ZBIO |
| Q1 2025 | 6 | $112.2M | DAVE, TALK, MBX, ZBIO, GROV |
| Q4 2024 | 7 | $186.9M | DAVE, TALK, MBX, UDMY, ZBIO |
| Q3 2024 | 8 | $176.1M | MBX, ZBIO, TALK, DAVE, UDMY |
| Q2 2024 | 6 | $91.3M | TALK, UDMY, DAVE, OPEN, GROV |
| Q1 2024 | 6 | $125.9M | TALK, UDMY, DAVE, OPEN, GROV |