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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
+5.64%
1 Year Est. Return
-28.73%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$205M
AUM Growth
+$10.3M
Cap. Flow
+$110
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
TTAN
ServiceTitan Inc
TTAN
+$110

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 86.68%
2 Technology 13.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEEV icon
1
Veeva Systems
VEEV
$32.7B
$149M 72.82%
500,000
– –
DOCS icon
2
Doximity
DOCS
$3.85B
$28.3M 13.86%
387,500
– –
BLND icon
3
Blend Labs
BLND
$433M
$15.5M 7.57%
4,244,379
– –
TTAN
4
ServiceTitan Inc
TTAN
$7.48B
$11.7M 5.74%
116,500
+1
+0% +$110

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Emergence GP Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Emergence GP Partners held 4 positions worth $205M, up 5.3% from $194M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q3 2025: 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 86% a quarter earlier, followed by Technology.

  • Emergence GP Partners added most to ServiceTitan Inc in Q3 2025, an estimated $110 increase.
  • Emergence GP Partners's ten largest holdings make up 100% of its $205M portfolio in Q3 2025.
  • Emergence GP Partners opened 0 new positions and closed 0 in Q3 2025.
  • Emergence GP Partners's portfolio value rose 5.3% quarter-over-quarter to $205M.

Based on Emergence GP Partners's 13F filing for Q3 2025, filed 12 Nov 2025.