Fund HoldingsImmersion Capital LLP

Total Portfolio Value
$183.37M
Total Bought
$55.82M
Total Sold
$56.05M
Net Transaction
-$230.0K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
RYANAIR HOLDINGS PLC(RYAAY)0879,752+879,752039,74721.68%+39,747
VISA INC(V)50,90089,200+38,30013,36024,52613.38%+11,166
BLACKROCK INC(BLK)39,98139,981031,47837,96220.70%+6,485
NIKE INC(NKE)037,900+37,90003,3501.83%+3,350
CANADIAN NATL RY CO(CNI)108,034122,234+14,20012,76214,3207.81%+1,558
CANADIAN NAT RES LTD(CNQ)195,774195,77406,9706,5023.55%-468
BP PLC(BP)224,076224,07608,0897,0343.84%-1,055
SALESFORCE INC(CRM)84,66466,064-18,60021,76718,0829.86%-3,685
ALPHABET INC(GOOG)215,010192,010-23,00039,16431,84517.37%-7,319
MICROSOFT CORP(MSFT)20,1300-20,1308,9970-8,997
RYANAIR HOLDINGS PLC(RYAAY)309,6010-309,60136,0500-36,050
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