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Immersion Capital LLP

Q1 2026 13F Holdings

  • Location
    london, X0
  • Num holdings

    11

  • Value ($000)

    $87,405

  • Date Filed
    05/15/2026
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

PALANTIR TECHNOLOGIES INC

PUT
69608A958
$24.58M
28 %

168,000

put
---

BLACKROCK INC

COM
09290D101
$12.15M
14 %

12,633

V
V

VISA INC

COM CL A
92826C839
$11.08M
13 %

36,671

H
HEI

HEICO CORP NEW

CL A
422806208
$10.25M
12 %

48,566

R
RYAAY

RYANAIR HOLDINGS PLC

SPONSORED ADR
783513203
$9.01M
10 %

155,942

E
ELV

ELEVANCE HEALTH INC FORMERLY

COM
036752103
$4.22M
5 %

14,400

C
CNR

CANADIAN NATL RY CO

COM
136375102
$3.97M
5 %

38,634

U
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$3.34M
4 %

12,340

B
BP

BP PLC

SPONSORED ADR
055622104
$3.33M
4 %

70,776

C
CRC

CANADIAN NAT RES LTD MED TER

COM
136385101
$3.02M
3 %

61,874

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