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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
-23.5%
1 Year Est. Return
-28.73%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$154M
AUM Growth
-$50.5M
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 83.57%
2 Technology 16.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEEV icon
1
Veeva Systems
VEEV
$32.7B
$112M 72.44%
500,000
– –
DOCS icon
2
Doximity
DOCS
$3.85B
$17.2M 11.14%
387,500
– –
BLND icon
3
Blend Labs
BLND
$433M
$12.9M 8.37%
4,244,379
– –
TTAN
4
ServiceTitan Inc
TTAN
$7.48B
$12.4M 8.05%
116,500
– –

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Emergence GP Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Emergence GP Partners held 4 positions worth $154M, down 25% from $205M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 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 84% of assets, down from 87% a quarter earlier, followed by Technology.

  • Emergence GP Partners's ten largest holdings make up 100% of its $154M portfolio in Q4 2025.
  • Emergence GP Partners opened 0 new positions and closed 0 in Q4 2025.
  • Emergence GP Partners's portfolio value fell 25% quarter-over-quarter to $154M.

Based on Emergence GP Partners's 13F filing for Q4 2025, filed 6 Feb 2026.