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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
+6.11%
1 Year Est. Return
-28.73%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$164M
AUM Growth
-$108M
Cap. Flow
-$126M
Cap. Flow %
-77.32%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
–
Reduced
2
Closed
–

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
VEEV icon
Veeva Systems
VEEV
+$114M
2
DOCS icon
Doximity
DOCS
+$12.2M

Sector Composition

Rank Sector Weight
1 Healthcare 84.54%
2 Technology 15.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEEV icon
1
Veeva Systems
VEEV
$34.4B
$116M 70.79%
500,000
-500,000
-50% -$114M
DOCS icon
2
Doximity
DOCS
$3.99B
$22.5M 13.74%
387,500
-193,750
-33% -$12.2M
BLND icon
3
Blend Labs
BLND
$482M
$14.2M 8.69%
4,244,379
– –
TTAN
4
ServiceTitan Inc
TTAN
$8.23B
$11.1M 6.77%
116,499
– –

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Emergence GP Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Emergence GP Partners held 4 positions worth $164M, down 40% from $271M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Emergence GP Partners withdrew a net $126M in Q1 2025, reducing 2 holdings. Its largest reduction was Veeva Systems, cutting an estimated $114M.

By sector, the portfolio is most concentrated in Healthcare at 85% of assets, down from 89% a quarter earlier, followed by Technology.

  • Emergence GP Partners's biggest Q1 2025 reduction was Veeva Systems, cutting an estimated $114M.
  • Emergence GP Partners's ten largest holdings make up 100% of its $164M portfolio in Q1 2025.
  • Emergence GP Partners opened 0 new positions and closed 0 in Q1 2025.
  • Emergence GP Partners's portfolio value fell 40% quarter-over-quarter to $164M.

Based on Emergence GP Partners's 13F filing for Q1 2025, filed 5 May 2025.