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EGP

Emergence GP Partners Portfolio holdings

AUM $111M
1-Year Est. Return 28.73%
This Fund
S&P 500
This Quarter Est. Return
-26.16%
1 Year Est. Return
-28.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$42.6M
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 86.89%
2 Technology 13.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VEEV icon
1
Veeva Systems
VEEV
$34.4B
$87.8M 78.79%
500,000
DOCS icon
2
Doximity
DOCS
$4B
$9.03M 8.1%
387,500
TTAN
3
ServiceTitan Inc
TTAN
$8.17B
$7.39M 6.63%
116,500
BLND icon
4
Blend Labs
BLND
$482M
$7.22M 6.47%
4,244,379

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Emergence GP Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Emergence GP Partners held 4 positions worth $111M, down 28% from $154M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q1 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 87% of assets, up from 84% a quarter earlier, followed by Technology.

  • Emergence GP Partners's ten largest holdings make up 100% of its $111M portfolio in Q1 2026.
  • Emergence GP Partners opened 0 new positions and closed 0 in Q1 2026.
  • Emergence GP Partners's portfolio value fell 28% quarter-over-quarter to $111M.

Based on Emergence GP Partners's 13F filing for Q1 2026, filed 8 May 2026.