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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
+3.61%
1 Year Est. Return
-28.73%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$271M
AUM Growth
+$11.6M
Cap. Flow
+$2.67M
Cap. Flow %
0.99%
Top 10 Hldgs %
100%
Holding
4
New
1
Increased
–
Reduced
1
Closed
–

Top Buys

Rank Stock Value
1
TTAN
ServiceTitan Inc
TTAN
+$12.2M

Top Sells

Rank Stock Value
1
DOCS icon
Doximity
DOCS
+$9.49M

Sector Composition

Rank Sector Weight
1 Healthcare 88.99%
2 Technology 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEEV icon
1
Veeva Systems
VEEV
$34.4B
$210M 77.54%
1,000,000
– –
DOCS icon
2
Doximity
DOCS
$3.99B
$31M 11.45%
581,250
-193,750
-25% -$9.49M
BLND icon
3
Blend Labs
BLND
$482M
$17.9M 6.59%
4,244,379
– –
TTAN
4
ServiceTitan Inc
TTAN
$8.23B
$12M 4.42%
+116,499
New +$12.2M

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Emergence GP Partners's Q4 2024 Portfolio in Review

As of Q4 2024, Emergence GP Partners held 4 positions worth $271M, up 4.5% from $260M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Emergence GP Partners's Q4 2024 filing shows 1 new and 1 reduced positions. Its largest new stake was ServiceTitan Inc: 116,499 shares worth $12M. The largest sale was Doximity, an estimated $9.49M.

By sector, the portfolio is most concentrated in Healthcare at 89% of assets, down from 94% a quarter earlier, followed by Technology.

  • Emergence GP Partners's largest Q4 2024 buy was ServiceTitan Inc: 116,499 shares worth $12M.
  • Emergence GP Partners's biggest Q4 2024 reduction was Doximity, cutting an estimated $9.49M.
  • Emergence GP Partners's ten largest holdings make up 100% of its $271M portfolio in Q4 2024.
  • Emergence GP Partners opened 1 new position and closed 0 in Q4 2024.
  • Emergence GP Partners's portfolio value rose 4.5% quarter-over-quarter to $271M.

Based on Emergence GP Partners's 13F filing for Q4 2024, filed 13 Feb 2025.