Fund Holdings — Immersion Capital LLP

Total Portfolio Value
$62.83M
Total Bought
$739.0K
Total Sold
$0
Net Transaction
+$739.0K
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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CANADIAN NAT RES LTD MED TER(CNQ)61,87461,87402,0943,0154.80%+921
BP PLC(BP)70,77670,77602,4583,3265.29%+868
BBB FOODS INC(TBBB)51,70069,700+18,0001,7262,4653.92%+739
CANADIAN NATL RY CO(CNI)38,63438,63403,8193,9706.32%+151
UNITEDHEALTH GROUP INC(UNH)12,34012,34004,0743,3395.31%-734
ELEVANCE HEALTH INC FORMERLY(ELV)14,40014,40005,0484,2166.71%-832
BLACKROCK INC(BLK)12,63312,633013,52212,14919.34%-1,372
VISA INC(V)36,67136,671012,86111,08317.64%-1,777
HEICO CORP NEW48,56648,566012,26010,25216.32%-2,008
RYANAIR HOLDINGS PLC(RYAAY)155,942155,942011,2579,01314.35%-2,244
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Immersion Capital LLP — 13F Holdings — Q1 2026 | TickerTrail