Immersion Capital LLP
11 holdingsFiling period: 2026-03-31Current AUM: $91.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | PLTR | PALANTIR TECHNOLOGIES INC | 168.0K | $24.6M | $20.7M | 22.64% | -- | 2026-03-31 |
| 2 | BLK | BLACKROCK INC | 12.6K | $12.1M | $13.8M | 15.09% | -- | 2026-03-31 |
| 3 | V | VISA INC | 36.7K | $11.1M | $13.4M | 14.70% | -- | 2026-03-31 |
| 4 | HEI/A | HEICO CORP NEW | 48.6K | $10.3M | $10.3M | 11.23% | -- | 2026-03-31 |
| 5 | RYAAY | RYANAIR HOLDINGS PLC | 155.9K | $9.0M | $9.1M | 9.99% | -- | 2026-03-31 |
| 6 | ELV | ELEVANCE HEALTH INC FORMERLY | 14.4K | $4.2M | $5.4M | 5.93% | -- | 2026-03-31 |
| 7 | CNI | CANADIAN NATL RY CO | 38.6K | $4.0M | $4.9M | 5.38% | -- | 2026-03-31 |
| 8 | UNH | UNITEDHEALTH GROUP INC | 12.3K | $3.3M | $5.1M | 5.60% | -- | 2026-03-31 |
| 9 | BP | BP PLC | 70.8K | $3.3M | $3.2M | 3.50% | -- | 2026-03-31 |
| 10 | CNQ | CANADIAN NAT RES LTD MED TER | 61.9K | $3.0M | $3.0M | 3.23% | -- | 2026-03-31 |
| 11 | — | BBB FOODS INC | 69.7K | $2.5M | $2.5M | 2.70% | +18.0K | 2026-03-31 |
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