EGP
Emergence GP Partners Portfolio holdings
AUM
$194M
This Quarter Return
+3.61%
1 Year Return
+61.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$271M
AUM Growth
+$271M
(+4.5%)
Cap. Flow
+$1.64M
Cap. Flow
% of AUM
0.6%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
1
Increased
–
Reduced
1
Closed
–
Top Buys
| 1 |
TTAN
ServiceTitan, Inc. Class A Common Stock
TTAN
|
$12M |
Top Sells
| 1 |
Doximity
DOCS
|
$10.3M |
Sector Composition
| 1 | Healthcare | 88.99% |
| 2 | Technology | 11.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Veeva Systems
VEEV
$44B
| $210M | 77.54% |
1,000,000
| – | – |
|
|
2
Doximity
DOCS
$12.7B
| $31M | 11.45% |
581,250
-193,750
| -25% | -$10.3M |
|
3
Blend Labs
BLND
$939M
| $17.9M | 6.59% |
4,244,379
| – | – |
|
|
TTAN
4
ServiceTitan, Inc. Class A Common Stock
TTAN
$9.72B
| $12M | 4.42% |
+116,499
| New | +$12M |
|