Arkolith/Funds/Emergence GP Partners, LLC

Emergence GP Partners, LLC

CIK 1589115
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Emergence GP Partners, LLC holds a concentrated book of 4 stocks worth $112.3M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). Their largest long position is Veeva Systems Inc-Class A at 79% of the equity book.

Opened
0
bought for the first time
no new positions
Added to
0
already held, bought more
no adds
Trimmed
0
sold some, still holds it
no trims
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Funds with the most overlap

Other tracked managers holding the same core names as Emergence GP Partners, LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.4 / 4$2.5B
VANGUARD PORTFOLIO MANAGEMENT LLC4 / 4$1.6B
VANGUARD CAPITAL MANAGEMENT LLC4 / 4$1.5B
ALLIANCEBERNSTEIN L.P.4 / 4$1.5B
STATE STREET CORP4 / 4$1.4B
GEODE CAPITAL MANAGEMENT, LLC4 / 4$997.8M
PRINCIPAL FINANCIAL GROUP INC4 / 4$759.8M
FMR LLC4 / 4$666.8M

Ranked by how many of Emergence GP Partners, LLC's top 4 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

4 positions
#SecurityValueShares% PortLast moveHistory
1Veeva Sys Inc
CL A COM
$88.7M500.0K
79.0%
Held
2Servicetitan Inc
SHS CL A
$8.2M116.5K
7.3%
Held
3Doximity Inc
CL A COM
$8.0M387.5K
7.2%
Held
4Blend Labs Inc
CL A COM
$7.3M4.24M
6.5%
Held
Showing all 4 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 20264$112.3M13F-HR
Q1 2026Mar 31, 2026May 8, 20264$111.5M13F-HR
Q4 2025Dec 31, 2025Feb 6, 20264$154.1M13F-HR
Q3 2025Sep 30, 2025Nov 12, 20254$204.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.