Emergence GP Partners, LLC Long-Term Concentrated

CIK: 0001589115 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 13, 2025

Total Value ($000): $194,252 (100.0% shares, 0.0% debt)

Holdings (4)

VEEV VEEVA SYS INC 74.1%

Value ($000) $143,990 Shares 500,000 Est. Cost $188.42 Unrealized +31.6%

DOCS DOXIMITY INC 12.2%

Value ($000) $23,769 Shares 387,500 Est. Cost $73.14 Unrealized -23.7%

BLND BLEND LABS INC 7.2%

Value ($000) $14,006 Shares 4,244,379 Est. Cost $16.98 Unrealized -80.1%

TTAN SERVICETITAN INC 6.4%

Value ($000) $12,486 Shares 116,499 Est. Cost $104.38 Unrealized +7.1%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VEEV	VEEVA SYS INC	500,000	$143,990	74.1%	$188.42	+31.6%	CL A COM	922475108
DOCS	DOXIMITY INC	387,500	$23,769	12.2%	$73.14	-23.7%	CL A COM	26622P107
BLND	BLEND LABS INC	4,244,379	$14,006	7.2%	$16.98	-80.1%	CL A COM	09352U108
TTAN	SERVICETITAN INC	116,499	$12,486	6.4%	$104.38	+7.1%	SHS CL A	81764X103