EMERGENCE GP PARTNERS, LLC — Q2 2025 13F-HR

← EMERGENCE GP PARTNERS, LLC

Q2 2025 · 13F-HR

EMERGENCE GP PARTNERS, LLCholdings as filed

Filed 2025-08-13 · accession 0000950123-25-007783

$194.3M

Reported value

Positions

2025-06-30

Period end

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The Brief · EMERGENCE GP PARTNERS, LLC · Q2 2025

AI · grounded in 13F

EMERGENCE GP PARTNERS, LLC established a new position in VEEV valued at $143.99M. The fund also initiated new stakes in DOCS for $23.77M and BLND for $14.01M. Additionally, the fund added TTAN to its portfolio with a $12.49M investment. These four positions bring the fund's total AUM to $194.25M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
922475108	VEEV	VEEVA SYS INC	$144.0M	74.1%	500,000	Common	SOLE
26622P107	DOCS	DOXIMITY INC	$23.8M	12.2%	387,500	Common	SOLE
09352U108	BLND	BLEND LABS INC	$14.0M	7.21%	4,244,379	Common	SOLE
81764X103	TTAN	SERVICETITAN INC	$12.5M	6.43%	116,499	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.