Emergence GP Partners, LLC

CIK 1589115 · View on SEC EDGAR ↗

Portfolio value
$112.3M
#8,162 of 9,443 by 13F value · top 86.4%
Positions
4
As of
June 30, 2026

Portfolio value QoQ: +0.7% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
4
Effective number of positions
1.6

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $0 · sells $0

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held

New positions
0
Increased
0
Decreased
0
Closed
0
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
-26.4%
S&P 500 total return (same window)
+28.1%
Excess return
-54.5%

Annualized: -18.6% · S&P 500: +18.0%

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.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Health Care
86.2%
Technology
13.8%

Full portfolio 4 positions

Type Streak 8Q trend
VEEV Veeva Systems Inc. Class A Common Stock $88,735,000 79.04% 500,000 $905,000
TTAN ServiceTitan, Inc. - Class A Common Stock $8,237,715 7.34% 116,500 $844,625
DOCS Doximity, Inc. Class A Common Stock $8,036,750 7.16% 387,500 $-992,000
BLND Blend Labs, Inc. Class A Common Stock $7,257,888 6.46% 4,244,379 $42,444

Top movers (QoQ)

Security Action Shares Δ Value Δ
DOCS Price move only +0 -$992K
VEEV Price move only +0 +$905K
TTAN Price move only +0 +$845K
BLND Price move only +0 +$42K