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Emergence GP Partners

Emergence GP Partners Portfolio holdings

AUM $112M Turnover 0%
1-Year Est. Return 39.79%
This Fund
S&P 500
This Quarter Est. Return
+0.9%
1 Year Est. Return
-39.79%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$112M
AUM Growth
+$800K
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
–
Reduced
–
Closed
–
Avg Time Held
3.4 years
Top 10 Avg Time Held
2.9 years
Top 20 Avg Time Held
2.9 years

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 86.2%
2 Technology 13.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
VEEV icon
1
Veeva Systems
VEEV
$50.6B
$88.7M 79.04%
500,000
– –
2023 Q4
10 quarters
TTAN icon
2
ServiceTitan Inc
TTAN
$8.42B
$8.24M 7.34%
116,500
– –
2024 Q4
6 quarters
DOCS icon
3
Doximity
DOCS
$6.22B
$8.04M 7.16%
387,500
– –
2021 Q3
19 quarters
BLND icon
4
Blend Labs
BLND
$303M
$7.26M 6.46%
4,244,379
– –
2021 Q3
19 quarters

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Emergence GP Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Emergence GP Partners held 4 positions worth $112M, up 0.72% from $111M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 0%. Emergence GP Partners opened no new positions and made no exits, leaving the 4-position portfolio largely intact.

By sector, the portfolio is most concentrated in Healthcare at 86% of assets, down from 87% a quarter earlier, followed by Technology.

  • Emergence GP Partners's ten largest holdings make up 100% of its $112M portfolio in Q2 2026.
  • Emergence GP Partners opened 0 new positions and closed 0 in Q2 2026.
  • Emergence GP Partners's portfolio value rose 0.72% quarter-over-quarter to $112M.

Based on Emergence GP Partners's 13F filing for Q2 2026, filed 7 Aug 2026.