Emergence GP Partners, LLC Long-Term Concentrated

CIK: 0001589115 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $204,539 (100.0% shares, 0.0% debt)

Holdings (4)

VEEV VEEVA SYS INC 72.8%

Value ($000) $148,955 Shares 500,000 Est. Cost $188.42 Unrealized +49.4%

DOCS DOXIMITY INC 13.9%

Value ($000) $28,346 Shares 387,500 Est. Cost $73.14 Unrealized -10.9%

BLND BLEND LABS INC 7.6%

Value ($000) $15,492 Shares 4,244,379 Est. Cost $16.98 Unrealized -78.9%

TTAN SERVICETITAN INC 5.7%

Value ($000) $11,747 Shares 116,500 Est. Cost $104.38 Unrealized +5.1%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VEEV	VEEVA SYS INC	500,000	$148,955	72.8%	$188.42	+49.4%	CL A COM	922475108
DOCS	DOXIMITY INC	387,500	$28,346	13.9%	$73.14	-10.9%	CL A COM	26622P107
BLND	BLEND LABS INC	4,244,379	$15,492	7.6%	$16.98	-78.9%	CL A COM	09352U108
TTAN	SERVICETITAN INC	116,500	$11,747	5.7%	$104.38	+5.1%	SHS CL A	81764X103