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Asset Manager ← All Institutions

EMERGENCE GP PARTNERS, LLC

PIER 5, THE EMBARCADERO STE 102, SAN FRANCISCO, CA 94111-2094 • 650-573-3100

Q2 2025 · Filed 2025-08-13
Market Value
$194M
+18.7%
Holdings
4
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VEEV 74.13% 70.79% +3.33% $144M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DOCS 12.24% 13.74% -1.51% $24M
BLND 7.21% 8.69% -1.48% $14M
TTAN 6.43% 6.77% -0.34% $12M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Healthcare 86.9%
Technology 13.1%

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $144M 74.1%
Mid Cap 2 $36M 18.7%
Small Cap 1 $14M 7.2%

Portfolio Analytics

Avg Market Cap
$9.1B
Median Market Cap
$4.9B
Avg P/E
23.9
Median P/E
23.9
Avg Dividend Yield
—%
Avg Beta
0.77
# Stocks
4
# ETFs / Funds
0

Top Holdings (4 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VEEV 74.13% 500,000 $144M $287.98 $28M
2 DOCS 12.24% 387,500 $24M $61.34 $1M
3 BLND 7.21% 4,244,379 $14M $3.30 -$212K
4 TTAN 6.43% 116,499 $12M $107.18 $1M
View SEC EDGAR Filings for EMERGENCE GP PARTNERS, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms