Immersion Capital LLP Portfolio Holdings by Sector

Immersion Capital LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Credit Services \| Financial Services V 1 stocks	$17,379 30.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Airlines \| Industrials RYAAY 1 stocks	$16,906 29.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV UNH 2 stocks	$6,508 11.29% of portfolio	2	-	2	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HDB 1 stocks	$5,684 9.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials CNI 1 stocks	$5,057 8.77% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy BP 1 stocks	$3,383 5.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CNQ 1 stocks	$2,744 4.76% of portfolio	-	-	-	-	0 Calls 0 Puts

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