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Immersion Capital LLP

Q4 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    10

  • Value ($000)

    $69,119

  • Date Filed
    02/17/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

BLACKROCK INC

COM
09290D101
$13.52M
20 %

12,633

V
V

VISA INC

COM CL A
92826C839
$12.86M
19 %

36,671

H
HEI

HEICO CORP NEW

CL A
422806208
$12.26M
18 %

48,566

R
RYAAY

RYANAIR HOLDINGS PLC

SPONSORED ADR
783513203
$11.26M
16 %

155,942

E
ELV

ELEVANCE HEALTH INC FORMERLY

COM
036752103
$5.05M
7 %

14,400

U
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$4.07M
6 %

12,340

C
CNR

CANADIAN NATL RY CO

COM
136375102
$3.82M
6 %

38,634

B
BP

BP PLC

SPONSORED ADR
055622104
$2.46M
4 %

70,776

C
CRC

CANADIAN NAT RES LTD

COM
136385101
$2.09M
3 %

61,874

---

BBB FOODS INC

CL A COM
G0896C103
$1.73M
3 %

51,700

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