Emergence GP Partners
San Francisco, CAfiles as Emergence GP Partners, LLC
$112m in 4 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 0.9% of the portfolio this quarter.
Value
$112m
Stocks
4
Top 10 share
100.0%
Turnover
0.9%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Veeva SystemsVEEV | 79.0% | $89m | 500,000 | Held |
| ServiceTitanTTAN | 7.3% | $8m | 116,500 | Held |
| DoximityDOCS | 7.2% | $8m | 387,500 | Held |
| Blend LabsBLND | 6.5% | $7m | 4,244,379 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 42.2% since 30 June 2025.
Where the money is
Health care86.2%
Technology13.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.