Latest Emergence GP Partners, LLC Stock Portfolio

$112Million | No. of Holdings #4

Emergence GP Partners, LLC Performance

2026 Q2+0.72%
YTD-27.14%
2025-1.05%

About Emergence GP Partners, LLC and 13F Hedge Fund Stock Holdings

On 2026-08-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Emergence GP Partners, LLC reported an equity portfolio of $112.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Emergence GP Partners, LLC are VEEV, , DOCS. The fund has invested 79% of it's portfolio in VEEVA SYS INC and 7.3% of portfolio in SERVICETITAN INC. <br><br>
Emergence GP Partners, LLC Equity Portfolio Value
Last Reported on: 07 Aug, 2026
$112Million
  as of Aug 07, 2026

Emergence GP Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Emergence GP Partners, LLC made a return of 0.72% in the last quarter. In trailing 12 months, it's portfolio return was -42.2%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by Emergence GP Partners, LLC

Additions

No additions were made to existing positions by Emergence GP Partners, LLC

Reductions

None of the existing positions were reduced by Emergence GP Partners, LLC

Sold off

None of the stocks were completely sold off by Emergence GP Partners, LLC

Sector Distribution

Emergence GP Partners, LLC has about 86.2% of it's holdings in Healthcare sector.

  • Healthcare
  • Others
  • Technology
Sector%
Healthcare86.2
Others7.3
Technology6.5

Market Cap. Distribution

Emergence GP Partners, LLC has about 79% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
  • SMALL-CAP
Category%
LARGE-CAP79
UNALLOCATED7.3
MID-CAP7.2
SMALL-CAP6.5

Stocks belong to which Index?

About 0% of the stocks held by Emergence GP Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
Index%
Others100
Top 5 Winners (%)%
servicetitan inc
11.4 %
VEEV
veeva sys inc
1.0 %
BLND
blend labs inc
0.6 %
Top 5 Winners ($)$
VEEV
veeva sys inc
0.9 M
servicetitan inc
0.8 M
BLND
blend labs inc
0.0 M
Top 5 Losers (%)%
DOCS
doximity inc
-11.0 %
Top 5 Losers ($)$
DOCS
doximity inc
-1.0 M

Emergence GP Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Emergence GP Partners, LLC

Emergence GP Partners, LLC has 4 stocks in it's portfolio. DOCS proved to be the most loss making stock for the portfolio. VEEV was the most profitable stock for Emergence GP Partners, LLC last quarter.

$112.27MTotal Value
4.00Positions
07 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Emergence GP Partners, LLC, last reported on 07 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
Shs Cl A
Servicetitan Inc

Servicetitan Inc

Emergence GP Partners, LLC's holding in Servicetitan Inc over time
7.34%116,500
$8.24M
7.34%
unchanged 0 percentunchanged