Emergence GP Partners, LLC
Portfolio value QoQ: +0.7% 13F does not disclose cash
Top 10 holdings weight100.00%
Top 25 holdings weight100.00%
Positions above 1%4
Effective number of positions1.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $0 · sells $0
Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 100.0% still held
New positions0
Increased0
Decreased0
Closed0
Portfolio value
$112.3M
Positions
4
As of
June 30, 2026 Data as of Q2 2026
Performance vs S&P 500
Tracked Q1 2025–Q2 2026
-31.4%
S&P 500 total return (same window)
+37.0%
Excess return
-68.4%
Annualized: -26.0% · S&P 500: +28.7%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Sector breakdown
Full portfolio 4 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VEEV | $88,735,000 | 79.04% | 500,000 | $905,000 | |||
| TTAN | $8,237,715 | 7.34% | 116,500 | $844,625 | |||
| DOCS | $8,036,750 | 7.16% | 387,500 | $-992,000 | |||
| BLND | $7,257,888 | 6.46% | 4,244,379 | $42,444 | |||
| No matches | |||||||