Immersion Capital LLP

Q2 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    10

  • Value ($000)

    $99,381

  • Date Filed
    08/14/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
RYAAY
RYAAY

RYANAIR HOLDINGS PLC

SPONSORED ADR
783513203
$21.58M
22 %

374,242

---

BLACKROCK INC

COM
09290D101
$18.41M
19 %

17,543

V
V

VISA INC

COM CL A
92826C839
$18.08M
18 %

50,911

HEI
HEI

HEICO CORP NEW

CL A
422806208
$17.44M
18 %

67,406

HDB
HDB

HDFC BANK LTD

SPONSORED ADS
40415F101
$6.38M
6 %

83,205

CNR
CNR

CANADIAN NATL RY CO

COM
136375102
$5.58M
6 %

53,634

IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$5.50M
6 %

25,500

BP
BP

BP PLC

SPONSORED ADR
055622104
$2.94M
3 %

98,176

CRC
CRC

CANADIAN NAT RES LTD

COM
136385101
$2.70M
3 %

85,874

---

BBB FOODS INC

CL A COM
G0896C103
$777.28K
1 %

28,000

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 10