Immersion Capital LLP

Q1 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    10

  • Value ($000)

    $145,812

  • Date Filed
    05/15/2025
  • Form type
    13F-HR
  • CIK
    0001636441
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

BLACKROCK INC

COM
09290D101
$27.71M
19 %

29,281

RYAAY
RYAAY

RYANAIR HOLDINGS PLC

SPONSORED ADR
783513203
$27.21M
19 %

642,252

V
V

VISA INC

COM CL A
92826C839
$22.85M
16 %

65,200

HDB
HDB

HDFC BANK LTD

SPONSORED ADS
40415F101
$19.75M
14 %

297,305

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$18.48M
13 %

119,510

HEI
HEI

HEICO CORP NEW

CL A
422806208
$10.73M
7 %

50,882

CNR
CNR

CANADIAN NATL RY CO

COM
136375102
$8.70M
6 %

89,234

BP
BP

BP PLC

SPONSORED ADR
055622104
$5.53M
4 %

163,576

CRC
CRC

CANADIAN NAT RES LTD

COM
136385101
$4.40M
3 %

142,974

---

BBB FOODS INC

CL A COM
G0896C103
$440.22K
0 %

16,500

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