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Emergence GP Partners 13F Portfolio

Portfolio Manager
Emergence Gp Partners LLC
Performance
+0.72% (2026 Q2)
AUM (13F)
$112.27M
# of Holdings
4
Performance Rank
Allocation (Top 20)
100%
Latest filing
Q2 2026

Emergence Gp Partners LLC Holdings Map

Top 4 Emergence Gp Partners LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VEEV
VEEVA SYS INC
79.04%500.0K$88.7M
+0.00%(+0)
2025-Q2: 500.0K shares2025-Q3: 500.0K shares2025-Q4: 500.0K shares2026-Q1: 500.0K shares2026-Q2: 500.0K shares
$197.99(+17.69%)
2026-06-30
TTAN
SERVICETITAN INC
7.34%116.5K$8.2M
+0.00%(+0)
2025-Q2: 116.5K shares2025-Q3: 116.5K shares2025-Q4: 116.5K shares2026-Q1: 116.5K shares2026-Q2: 116.5K shares
$102.87(-16.09%)
2026-06-30
DOCS
DOXIMITY INC
7.16%387.5K$8.0M
+0.00%(+0)
2025-Q2: 387.5K shares2025-Q3: 387.5K shares2025-Q4: 387.5K shares2026-Q1: 387.5K shares2026-Q2: 387.5K shares
$69.45(-63.00%)
2026-06-30
BLND
BLEND LABS INC
6.46%4.24M$7.3M
+0.00%(+0)
2025-Q2: 4.24M shares2025-Q3: 4.24M shares2025-Q4: 4.24M shares2026-Q1: 4.24M shares2026-Q2: 4.24M shares
$13.48(-89.13%)
2026-06-30

About Emergence Gp Partners LLC’s portfolio

Emergence Gp Partners LLC reports $112.27M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are VEEV (79.0%), TTAN (7.3%) and DOCS (7.2%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -21.92% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
VEEV — 79.0% ($88.73M)TTAN — 7.3% ($8.24M)DOCS — 7.2% ($8.04M)BLND — 6.5% ($7.26M)
100%in top 4
  • VEEV79.0%
  • TTAN7.3%
  • DOCS7.2%
  • BLND6.5%

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Source filings

Holdings on this page are parsed from Emergence Gp Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1589115). View Emergence Gp Partners LLC’s 13F filings on SEC

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