The Analysis of Immersion Capital LLP's Holdings


Currently, Immersion Capital LLP holds 11 types of securities in its portfolio with a total value $97.2M. In the most recent quarter, they have increased their positions in ELV (+10.1K shares, valued at $3.3M), UNH (+9.4K shares, valued at $3.2M), HDB (+83.2K shares, valued at $2.8M); decreased their positions in RYAAY (-93.5K shares, valued at $5.6M); initiated new positions in ELV (+10.1K shares, valued at $3.3M), UNH (+9.4K shares, valued at $3.2M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
BLK BLACKROCK INC17.5K shares0.00%2025-09-302025-11-14history
V VISA INC50.9K shares0.00%2025-09-302025-11-14history
HEI.A HEICO CORP NEW67.4K shares0.00%2025-09-302025-11-14history
RYAAY RYANAIR HOLDINGS PLC280.7K shares-24.98%2025-09-302025-11-14history
HDB HDFC BANK LTD166.4K shares100.00%2025-09-302025-11-14history
CNI CANADIAN NATL RY CO53.6K shares0.00%2025-09-302025-11-14history
BP BP PLC98.2K shares0.00%2025-09-302025-11-14history
ELV ELEVANCE HEALTH INC FORMERLY10.1K sharesnew addition2025-09-302025-11-14history
Sponsored
UNH UNITEDHEALTH GROUP INC9.4K sharesnew addition2025-09-302025-11-14history
CNQ CANADIAN NAT RES LTD85.9K shares0.00%2025-09-302025-11-14history
TBBB BBB FOODS INC71.8K shares156.43%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available