Fund Holdings — Immersion Capital LLP

Total Portfolio Value
$97.18M
Total Bought
$8.36M
Total Sold
$10.18M
Net Transaction
-$1.82M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ELEVANCE HEALTH INC FORMERLY(ELV)010,100+10,10003,2643.36%+3,264
UNITEDHEALTH GROUP INC(UNH)09,400+9,40003,2463.34%+3,246
BLACKROCK INC(BLK)17,54317,543018,40720,45321.05%+2,046
BBB FOODS INC(TBBB)28,00071,800+43,8007771,9361.99%+1,158
BP PLC(BP)98,17698,17602,9383,3833.48%+445
CANADIAN NAT RES LTD(CNQ)85,87485,87402,6962,7452.82%+48
HEICO CORP NEW67,40667,406017,44117,12717.62%-314
CANADIAN NATL RY CO(CNI)53,63453,63405,5805,0585.20%-522
HDFC BANK LTD(HDB)83,205166,410+83,2056,3795,6855.85%-695
VISA INC(V)50,91150,911018,07617,38017.88%-696
RYANAIR HOLDINGS PLC(RYAAY)374,242280,742-93,50021,58316,90617.40%-4,676
ISHARES TR25,5000-25,5005,5030—-5,503
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Immersion Capital LLP — 13F Holdings — Q3 2025 | TickerTrail