Immersion Capital LLP

Q3 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    11

  • Value ($000)

    $97,181

  • Date Filed
    11/14/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

BLACKROCK INC

COM
09290D101
$20.45 M
21 %

17,543

V
V

VISA INC

COM CL A
92826C839
$17.38 M
18 %

50,911

HEI
HEI

HEICO CORP NEW

CL A
422806208
$17.13 M
18 %

67,406

RYAAY
RYAAY

RYANAIR HOLDINGS PLC

SPONSORED ADR
783513203
$16.91 M
17 %

280,742

HDB
HDB

HDFC BANK LTD

SPONSORED ADS
40415F101
$5.68 M
6 %

166,410

CNR
CNR

CANADIAN NATL RY CO

COM
136375102
$5.06 M
5 %

53,634

BP
BP

BP PLC

SPONSORED ADR
055622104
$3.38 M
4 %

98,176

ELV
ELV

ELEVANCE HEALTH INC FORMERLY

COM
036752103
$3.26 M
3 %

10,100

UNH
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$3.25 M
3 %

9,400

CRC
CRC

CANADIAN NAT RES LTD

COM
136385101
$2.74 M
3 %

85,874

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