☆EMERGENCE GP PARTNERS, LLC
Quality Q
0.859
AUM ($M)
112
Positions
4
Turnover
0.01
Top-10 wt
100%
Herfindahl
0.639
History (qtrs)
6
Excess Return
not eligible
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Holdings · 4 positions · portfolio value $112M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆VEEV funds › | VEEVA SYS INC | HOLD | — | 79.0% | +0.2% | 88.7 | 500,000 | +0 | 5 | — |
| ☆TTAN funds › | SERVICETITAN INC | HOLD | — | 7.3% | +0.7% | 8.2 | 116,500 | +0 | 5 | — |
| ☆DOCS funds › | DOXIMITY INC | HOLD | Common Stock | 7.2% | -0.9% | 8.0 | 387,500 | +0 | 5 | — |
| ☆BLND funds › | BLEND LABS INC | HOLD | Common Stock | 6.5% | -0.0% | 7.3 | 4,244,379 | +0 | 5 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 112 | 4 | 0.01 | 100% | 0.639 | 0.859 | — | in |
| 2026Q1 | 111 | 4 | 0.06 | 100% | 0.636 | 0.793 | — | in |
| 2025Q4 | 154 | 4 | 0.03 | 100% | 0.551 | 0.840 | — | in |
| 2025Q3 | 205 | 4 | 0.02 | 100% | 0.559 | 0.876 | — | in |
| 2025Q2 | 194 | 4 | 0.03 | 100% | 0.574 | 0.878 | — | entered |
| 2025Q1 | 164 | 4 | 0.00 | 100% | 0.532 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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