Immersion Capital LLP Portfolio Holdings by Sector

Immersion Capital LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Airlines \| Industrials RYAAY 1 stocks	$27,212 25.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$22,849 21.37% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HDB 1 stocks	$19,752 18.47% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$18,481 17.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials CNI 1 stocks	$8,696 8.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy BP 1 stocks	$5,527 5.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CNQ 1 stocks	$4,403 4.12% of portfolio	-	-	-	-	0 Calls 0 Puts

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