Immersion Capital LLP Portfolio Holdings by Sector

Immersion Capital LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Airlines \| Industrials RYAAY 1 stocks	$39,738 21.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BLK 1 stocks	$37,962 20.7% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$31,844 17.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$24,525 13.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM 1 stocks	$18,082 9.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials CNI 1 stocks	$14,319 7.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy BP 1 stocks	$7,033 3.84% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CNQ 1 stocks	$6,501 3.55% of portfolio	-	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$3,348 1.83% of portfolio	1	-	1	-	0 Calls 0 Puts

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