Immersion Capital LLP
Q2 2025 13F Holdings
- Locationlondon, X0
- Num holdings
10
- Value ($000)
$99,381
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001636441
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
RYAAY RYANAIR HOLDINGS PLC | SPONSORED ADR | 783513203 | $21.58 M | 22 % | 374,242 | ||
BLACKROCK INC | COM | 09290D101 | $18.41 M | 19 % | 17,543 | ||
V VISA INC | COM CL A | 92826C839 | $18.08 M | 18 % | 50,911 | ||
HEI HEICO CORP NEW | CL A | 422806208 | $17.44 M | 18 % | 67,406 | ||
HDB HDFC BANK LTD | SPONSORED ADS | 40415F101 | $6.38 M | 6 % | 83,205 | ||
CNR CANADIAN NATL RY CO | COM | 136375102 | $5.58 M | 6 % | 53,634 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $5.50 M | 6 % | 25,500 | ||
BP BP PLC | SPONSORED ADR | 055622104 | $2.94 M | 3 % | 98,176 | ||
CRC CANADIAN NAT RES LTD | COM | 136385101 | $2.70 M | 3 % | 85,874 | ||
BBB FOODS INC | CL A COM | G0896C103 | $777.28 K | 1 % | 28,000 |
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