account_balance

Investment manager · 13F filer · SEC CIK 1636441

Immersion Capital LLP

Reported value$62.8Mas of Mar 31, 2026
Positions10
Top 10 weight100.0%BLK alone is 19%
FiledMay 1545 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

This fund reports 10 stocks.

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 10 as a list
BLK BlackRock, Inc. 19.3% V Visa Inc. 17.6% HEI-A HEICO Corp 16.3% RYAAY Ryanair Holdings PLC 14.3% ELV Elevance Health, Inc. 6.7% CNI Canadian National Railway Co 6.3% UNH UnitedHealth Group Inc 5.3% BP BP PLC 5.3% CNQ Canadian Natural Resources Ltd 4.8% TBBB BBB Foods Inc 3.9%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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