Immersion Capital LLP

Q4 2024 13F Holdings

  • Location
    london, X0
  • Num holdings

    7

  • Value ($000)

    $119,548

  • Date Filed
    02/14/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

BLACKROCK INC

COM
09290D101
$30.02M
25 %

29,281

RYAAY
RYAAY

RYANAIR HOLDINGS PLC

SPONSORED ADR
783513203
$28.00M
23 %

642,252

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$22.62M
19 %

119,510

V
V

VISA INC

COM CL A
92826C839
$20.61M
17 %

65,200

CNR
CNR

CANADIAN NATL RY CO

COM
136375102
$9.06M
8 %

89,234

BP
BP

BP PLC

SPONSORED ADR
055622104
$4.84M
4 %

163,576

CRC
CRC

CANADIAN NAT RES LTD

COM
136385101
$4.41M
4 %

142,974

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