Universe · entity
Immersion Capital LLP
Institutional manager (13F) · CIK 1636441
13F holdings · as of 2026-03-31 · top 10 · reported portfolio $63M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | BLACKROCK INC | $12M | 12,633 |
| 2 | VISA INC | $11M | 36,671 |
| 3 | HEICO CORP NEW | $10M | 48,566 |
| 4 | RYANAIR HOLDINGS PLC | $9M | 155,942 |
| 5 | ELEVANCE HEALTH INC FORMERLY | $4M | 14,400 |
| 6 | CANADIAN NATL RY CO | $4M | 38,634 |
| 7 | UNITEDHEALTH GROUP INC | $3M | 12,340 |
| 8 | BP PLC | $3M | 70,776 |
| 9 | CANADIAN NAT RES LTD MED TER | $3M | 61,874 |
| 10 | BBB FOODS INC | $2M | 69,700 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.