— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

EMERGENCE GP PARTNERS, LLC

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

Q3 2025 · Filed 2025-11-12
Market Value
$205M
+5.3%
Holdings
4
New Purchases
0
Added To
1
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DOCS 13.86% 12.24% +1.62% $28M
BLND 7.57% 7.21% +0.36% $15M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VEEV 72.82% 74.13% -1.30% $149M
TTAN 5.74% 6.43% -0.68% $12M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Healthcare 86.9%
Technology 13.1%

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $149M 72.8%
Mid Cap 2 $40M 19.6%
Small Cap 1 $15M 7.6%

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 72.82% 500,000 $149M $297.91 $5M
2 DOCS 13.86% 387,500 $28M $73.15 $5M
3 BLND 7.57% 4,244,379 $15M $3.65 $1M
4 TTAN 5.74% 116,500 $12M $100.83 -$740K +1
View SEC EDGAR Filings for EMERGENCE GP PARTNERS, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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