Immersion Capital LLP

Q3 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    11

  • Value ($000)

    $97,181

  • Date Filed
    11/14/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

BLACKROCK INC

COM
09290D101
$20.45M
21 %

17,543

V
V

VISA INC

COM CL A
92826C839
$17.38M
18 %

50,911

H
HEI

HEICO CORP NEW

CL A
422806208
$17.13M
18 %

67,406

R
RYAAY

RYANAIR HOLDINGS PLC

SPONSORED ADR
783513203
$16.91M
17 %

280,742

H
HDB

HDFC BANK LTD

SPONSORED ADS
40415F101
$5.68M
6 %

166,410

C
CNR

CANADIAN NATL RY CO

COM
136375102
$5.06M
5 %

53,634

B
BP

BP PLC

SPONSORED ADR
055622104
$3.38M
4 %

98,176

E
ELV

ELEVANCE HEALTH INC FORMERLY

COM
036752103
$3.26M
3 %

10,100

U
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$3.25M
3 %

9,400

C
CRC

CANADIAN NAT RES LTD

COM
136385101
$2.74M
3 %

85,874

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