NVP ASSOCIATES, LLC

Position in AVLN — Avalyn Pharma Inc.

CIK 1545692 MENLO PARK, CA

Position in AVLN

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$74,675,859

New position

Shares Held

2,268,404

first reported quarter

Ownership

5.12%

of shares outstanding

% of Portfolio

22.75%

of 13F equity value

Holder Rank

#6

of 92 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

NVP ASSOCIATES, LLC holds $239,262,224 across 3 Biotechnology names. AVLN ranks #2 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MBX	MBX Biosciences, Inc.	2,136,335	$117,925,692
2	AVLN	Avalyn Pharma Inc. This page	2,268,404	$74,675,859
3	ZBIO	Zenas BioPharma, Inc.	1,838,482	$46,660,673

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$74,675,859	2,268,404	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.