Immersion Capital LLP 13F Holdings

CIK 0001636441 · LONDON, X0

As of Sep 30, 2025, Immersion Capital LLP reported 11 positions worth $97.2M in its SEC Form 13F filing.

Top 11 holdings

SecurityTickerSectorSharesValue% of portfolio
BLACKROCK INCBLKFinancial Services17,543$20.5M21.05%
VISA INC-CLASS A SHARESVFinancial Services50,911 7.4M17.88%
HEICO CORPHEI.AIndustrials67,406 7.1M17.62%
RYANAIR HOLDINGS PLCRYAAYIndustrials280,742 6.9M17.40%
HDFC BANK LTDHDBFinancial Services166,410$5.7M5.85%
CANADIAN NATIONAL RAILWAY COCNIIndustrials53,634$5.1M5.20%
BP PLCBPEnergy98,176$3.4M3.48%
ELEVANCE HEALTH INCELVHealthcare10,100$3.3M3.36%
UNITEDHEALTH GROUP INCUNHHealthcare9,400$3.2M3.34%
CANADIAN NATURAL RESOURCES LTDCNQEnergy85,874$2.7M2.82%
BBB FOODS INCTBBBConsumer Defensive71,800 .9M1.99%