EG
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Emergence GP Partners, LLC13F | |
Emergence GP Partners, LLC | |
Last update 2025-05-05 | 4 Stocks (0 new) |
Value $164.00 Mil | Turnover 0 % |
Emergence GP Partners, LLC Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VEEV | Veeva Systems Inc | 500,000 | 115,815.0 | -50.00% | 70.790 | -38.77% | 0.310 | +30.90% | +37.30% | 47,173.9 | Healthcare Providers & Services | |
DOCS | Doximity Inc | 387,500 | 22,486.6 | -33.33% | 13.740 | -3.82% | 0.210 | +12.91% | +14.67% | 11,473.7 | Healthcare Providers & Services | |
BLND | Blend Labs Inc | 4,244,379 | 14,218.7 | 0% | 8.690 | 0% | 1.640 | +14.11% | -13.54% | 941.0 | Software | |
TTAN | ServiceTitan Inc | 116,499 | 11,080.2 | 0% | 6.770 | 0% | 0.130 | -3.83% | +13.15% | 10,553.6 | Software |
Emergence GP Partners, LLC's Historical Top Holdings Breakdowns
Emergence GP Partners, LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
VEEV | Veeva Systems Inc | 2025-03-31 | Reduce Reduce | -38.77% | 210.58 ($228.51) 246.8 | $288.04 | 26.05% | Reduce -50% | 500,000 | -500,000 | |
DOCS | Doximity Inc | 2025-03-31 | Reduce Reduce | -3.82% | 49.71 ($63.15) 83.14 | $61.22 | -3.06% | Reduce -33.33% | 387,500 | -193,750 | |
TTAN | ServiceTitan Inc | 2024-12-31 | New Buy New Buy | +4.42% | 100 ($104.38) 108.39 | $116.42 | 11.53% | New holding | 116,499 | 116,499 | |
DOCS | Doximity Inc | 2024-12-31 | Reduce Reduce | -3.25% | 41.25 ($49.06) 61.25 | $61.22 | 24.79% | Reduce -25% | 581,250 | -193,750 | |
VEEV | Veeva Systems Inc | 2023-12-31 | New Buy New Buy | +85.54% | 165.08 ($188.42) 216.72 | $288.04 | 52.87% | New holding | 1,000,000 | 1,000,000 |
Emergence GP Partners, LLC Total Holding History ($B)
Emergence GP Partners, LLC's Asset Allocation
Emergence GP Partners, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Emergence GP Partners, LLC's Hypothetical Growth since 2025-03-31
Emergence GP Partners, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Emergence GP Partners, LLC's Holdings Heat Map
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Emergence GP Partners, LLC's Holdings Bubble Chart
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