Immersion Capital LLP

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    london, X0
  • CIK
    0001636441
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

7

$119.55M
BLACKROCK INC, RYAAY, GOOGL, V
13F-HR
Feb 14, 2025
000163644125000001

9

$183.37M
RYAAY, BLK, GOOGL, V
13F-HR
Nov 14, 2024
000163644124000009

9

$178.64M
GOOGL, RYAAY, BLK, CRM
13F-HR
Aug 14, 2024
000163644124000005

9

$252.44M
RYAAY, BLK, GOOGL, CRM
13F-HR
May 15, 2024
000163644124000004

9

$232.26M
RYAAY, BLK, GOOGL, CRM
13F-HR
Feb 14, 2024
000163644124000002

7

$233.21M
RYAAY, GOOGL, BLK, CRM
13F-HR
Nov 14, 2023
000163644123000011

9

$298.98M
CRM, RYAAY, BLK, GOOGL
13F-HR
Aug 14, 2023
000163644123000009

11

$387.43M
MSFT, CRM, RYAAY, GOOGL
13F-HR
May 15, 2023
000163644123000007

10

$323.44M
GOOGL, MSFT, CRM, RYAAY
13F-HR
Feb 14, 2023
000163644123000004

6

$266.50M
CRM, GOOGL, MSFT, RYAAY
13F-HR
Nov 14, 2022
000163644122000010

4

$306.03M
CRM, GOOGL, MSFT, RYAAY
13F-HR
Aug 15, 2022
000163644122000008

7

$745.01M
GOOGL, CRM, MSFT, NFLX
13F-HR
May 16, 2022
000163644122000006

9

$1.08B
GOOGL, CRM, META, NFLX
13F-HR
Feb 14, 2022
000163644122000003

8

$1.12B
META, GOOGL, CRM, NFLX
13F-HR
Nov 15, 2021
000163644121000006

8

$1.04B
META, GOOGL, CRM, MSFT
13F-HR
Aug 16, 2021
000163644121000004

9

$942.33M
META, GOOGL, MSFT, NFLX
13F-HR
May 17, 2021
000163644121000002

13

$1.10B
META, GOOGL, RYAAY, MSFT
13F-HR
Feb 16, 2021
000163644121000001

8

$995.61M
META, RYAAY, GOOGL, MSFT
13F-HR
Nov 16, 2020
000163644120000004

8

$968.21M
META, GOOGL, RYAAY, MSFT
13F-HR
Aug 14, 2020
000163644120000003

8

$732.75M
META, GOOGL, RYAAY, MSFT
13F-HR
May 14, 2020
000163644120000002

6

$691.92M
META, RYAAY, GOOGL, MSFT
13F-HR
Feb 14, 2020
000163644120000001

7

$631.59M
META, RYAAY, MSFT, GOOGL
13F-HR
Nov 14, 2019
000163644119000007

6

$635.47M
META, BKNG, RDFN, RYAAY
13F-HR
Aug 14, 2019
000163644119000005

5

$531.09M
META, BKNG, RDFN, ELLI
13F-HR
May 15, 2019
000163644119000003

5

$333.48M
BKNG, META, RDFN, ELLI
13F-HR
Feb 14, 2019
000163644119000002

4

$276.31M
BKNG, META, RDFN, JD
13F-HR
Nov 14, 2018
000163644118000009

2

$112.31M
META, JD
13F-HR
Aug 14, 2018
000163644118000006

3

$298.63M
GRUBHUB INC, META, JD
13F-HR
May 16, 2018
000163644118000005

5

$285.07M
GRUBHUB INC, KMX, TRUPANION INC, JD
13F-HR
Feb 14, 2018
000163644118000002

5

$236.66M
GRUBHUB INC, KMX, TRUPANION INC, JD
13F-HR
Nov 14, 2017
000163644117000008

5

$245.09M
GRUBHUB INC, KMX, TRIPADVISOR INC, TRUPANION INC
13F-HR
Aug 14, 2017
000163644117000007

6

$253.06M
GRUBHUB INC, TRIPADVISOR INC, AMZN, KMX
13F-HR
May 15, 2017
000163644117000003

5

$270.02M
GRUBHUB INC, TRIPADVISOR INC, AMZN, KMX
13F-HR
Feb 14, 2017
000163644117000001

4

$238.74M
GRUBHUB INC, AMZN, TRIPADVISOR INC, TRUPANION INC
13F-HR
Nov 14, 2016
000163644116000008

6

$259.02M
LNKD, GRUBHUB INC, AMZN, BRK.B
13F-HR
Aug 15, 2016
000163644116000007

3

$178.23M
AMZN, GRUBHUB INC, LNKD
13F-HR
May 16, 2016
000163644116000006

5

$242.36M
AMZN, GRUBHUB INC, VRSN, BRK.B
13F-HR
Feb 9, 2016
000163644116000003
Immersion Capital Llp 13F Filings