AI Portfolio Summary
In 2026 Q1, EMERGENCE GP PARTNERS, LLC maintained a portfolio of 4 distinct positions.
Total Positions
4
Quarter
2026 Q1
Top Holding
VEEV (78.8%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-4 of 4
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VEEV
VEEVA SYS INC
|
Healthcare | 78.79% | 72.44% |
#1
Prev: #1
|
7.0 | no change | no change |
P
S
|
500,000 | $87,830,000 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DOCS
DOXIMITY INC
|
Healthcare | 8.10% | 11.14% |
#2
Prev: #2
|
5.7 | no change | no change |
P
S
|
387,500 | $9,028,750 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
TTAN
SERVICETITAN IN...
|
Technology | 6.63% | 8.05% |
#3
1
Prev: #4
|
4.7 | no change | no change |
P
S
|
116,500 | $7,393,090 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BLND
BLEND LABS INC
|
Technology | 6.47% | 8.37% |
#4
1
Prev: #3
|
4.1 | no change | no change |
P
S
|
4,244,379 | $7,215,444 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 |
Showing 1-4 of 4 holdings