Immersion Capital LLP Portfolio Holdings

Immersion Capital LLP

  • $107 Million
  • Q1 2025

Immersion Capital LLP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $107 Million distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ryanair Holdings PLC with a value of $27.2M, Visa Inc. with a value of $22.8M, Hdfc Bank LTD with a value of $19.8M, Alphabet Inc. with a value of $18.5M, and Canadian National Railway CO with a value of $8.7M.

Examining the 13F form we can see an increase of $17.4M in the current position value, from $89.5M to 107M.

Immersion Capital LLP is based out at London, X0

Below you can find more details about Immersion Capital LLP portfolio as well as his latest detailed transactions.

Portfolio value $107 Million
Financial Services: $42.6 Million
Industrials: $35.9 Million
Communication Services: $18.5 Million
Energy: $9.93 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $107 Million
  • Prior Value $89.5 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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