We are live on ! Find out more
EGP

Emergence GP Partners Portfolio holdings

AUM $112M
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
–

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
VEEV icon
1
Veeva Systems
VEEV
$42.1B
$88.7M 79.04%
500,000
– –
TTAN
2
ServiceTitan Inc
TTAN
$5.31B
$8.24M 7.34%
116,500
– –
DOCS icon
3
Doximity
DOCS
$4.65B
$8.04M 7.16%
387,500
– –
BLND icon
4
Blend Labs
BLND
$281M
$7.26M 6.46%
4,244,379
– –

Similar funds

CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return
DFG
DWM Financial Group Palatine, Illinois $112M AUM
TIA
Teucrium Investment Advisors Burlington, Vermont $112M AUM
VPW
Vericrest Private Wealth Newtown, Pennsylvania $112M AUM
HIIL
HS Investments IV Ltd St Peter Port $112M AUM
LCS
Luma Capital SA Luxembourg $112M AUM
ASCM
Adkins Seale Capital Management Shreveport, Louisiana $112M AUM
MRP
Measured Risk Portfolios San Diego, California $112M AUM 7.9% 1-Year Est. Return

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.