AI Portfolio Summary
In 2025 Q4, EMERGENCE GP PARTNERS, LLC maintained a portfolio of 4 distinct positions.
Total Positions
4
Quarter
2025 Q4
Top Holding
VEEV (72.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
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 | 72.44% | 72.82% |
#1
Prev: #1
|
10.0 | no change | no change |
P
S
|
500,000 | $111,615,000 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DOCS
DOXIMITY INC
|
Healthcare | 11.14% | 13.86% |
#2
Prev: #2
|
4.5 | no change | no change |
P
S
|
387,500 | $17,158,500 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BLND
BLEND LABS INC
|
Technology | 8.37% | 7.57% |
#3
Prev: #3
|
3.3 | no change | no change |
P
S
|
4,244,379 | $12,902,912 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TTAN
SERVICETITAN IN...
|
Technology | 8.05% | 5.74% |
#4
Prev: #4
|
3.2 | no change | no change |
P
S
|
116,500 | $12,407,250 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-4 of 4 holdings