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NVP ASSOCIATES, LLC

Q3 2025 · Filed 2025-11-14
Market Value
$161M
+36.6%
Holdings
5
New Purchases
0
Added To
0
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
20.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ZBIO 25.32% 15.10% +10.22% $41M
MBX 23.19% 20.66% +2.53% $37M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TALK 16.78% 23.10% -6.31% $27M
OMDA 34.71% 39.25% -4.54% $56M
OPEN 0.00% 1.89% -1.89% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 1 $0 0.0%
Small Cap 4 $161M 100.0%

Portfolio Analytics

Avg Market Cap
$1.4B
Median Market Cap
$981M
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
1.32
# Stocks
5
# ETFs / Funds
0

Top Holdings (5 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 OMDA 34.71% 2,531,000 $56M $22.11 $10M
2 ZBIO 25.32% 1,838,482 $41M $22.20 $23M
3 MBX 23.19% 2,136,335 $37M $17.50 $13M
4 TALK 16.78% 9,802,972 $27M $2.76 -$196K
5 OPEN —% -$2M -4,189,562 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
OPEN —%
View SEC EDGAR Filings for NVP ASSOCIATES, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms