Emergence GP Partners, LLC Long-Term Concentrated

CIK: 0001589115 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 6, 2026

Total Value ($000): $154,084 (100.0% shares, 0.0% debt)

Holdings (4)

Unchanged Positions (4)

VEEV VEEVA SYS INC 72.4%

Value ($000) $111,615 Shares 500,000 Est. Cost $188.42 Unrealized +40.8%

DOCS DOXIMITY INC 11.1%

Value ($000) $17,159 Shares 387,500 Est. Cost $73.14 Unrealized -23.2%

BLND BLEND LABS INC 8.4%

Value ($000) $12,903 Shares 4,244,379 Est. Cost $16.98 Unrealized -81.2%

TTAN SERVICETITAN INC 8.1%

Value ($000) $12,407 Shares 116,500 Est. Cost $104.38 Unrealized -6.4%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VEEV	VEEVA SYS INC	500,000	$111,615	72.4%	$188.42	+40.8%	CL A COM	922475108
DOCS	DOXIMITY INC	387,500	$17,159	11.1%	$73.14	-23.2%	CL A COM	26622P107
BLND	BLEND LABS INC	4,244,379	$12,903	8.4%	$16.98	-81.2%	CL A COM	09352U108
TTAN	SERVICETITAN INC	116,500	$12,407	8.1%	$104.38	-6.4%	SHS CL A	81764X103