Immersion Capital LLP Portfolio Holdings

Immersion Capital LLP

  • $57.7 Million
  • Q3 2025

Immersion Capital LLP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $57.7 Million distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Visa Inc. with a value of $17.4M, Ryanair Holdings PLC with a value of $16.9M, Hdfc Bank LTD with a value of $5.68M, Canadian National Railway CO with a value of $5.06M, and Bp PLC with a value of $3.38M.

Examining the 13F form we can see an decrease of $5.09M in the current position value, from $62.8M to 57.7M.

Immersion Capital LLP is based out at London, X0

Below you can find more details about Immersion Capital LLP portfolio as well as his latest detailed transactions.

Portfolio value $57.7 Million
Financial Services: $23.1 Million
Industrials: $22 Million
Healthcare: $6.51 Million
Energy: $6.13 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$533B
$17.4 Million 30.14% of portfolio
50,911
Q2 2025 Reduced 21.92%
$14.3B
$16.9 Million 29.32% of portfolio
280,742
Q3 2025 Reduced 24.98%
$68.4B
$5.68 Million 9.86% of portfolio
166,410
Q3 2025 Added 100.0%
$64.7B
$5.06 Million 8.77% of portfolio
53,634
Q2 2025 Reduced 39.9%
$112B
$3.38 Million 5.87% of portfolio
98,176
Q2 2025 Reduced 39.98%
$78.2B
$3.26 Million 5.66% of portfolio
10,100
Q3 2025 New
$300B
$3.25 Million 5.63% of portfolio
9,400
Q3 2025 New
$38.8B
$2.74 Million 4.76% of portfolio
85,874
Q2 2025 Reduced 39.94%
-
$0 0.0% of portfolio
-
Q2 2025 Added 32.48%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 40.09%
Bbb Foods Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 156.43%

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $57.7 Million
  • Prior Value $62.8 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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