Immersion Capital LLP Portfolio Holdings by Sector

Immersion Capital LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Airlines \| Industrials RYAAY 1 stocks	$27,995 31.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$22,623 25.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$20,605 23.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials CNI 1 stocks	$9,058 10.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy BP 1 stocks	$4,835 5.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CNQ 1 stocks	$4,413 4.93% of portfolio	-	1	-	-	0 Calls 0 Puts

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