The Analysis of Immersion Capital LLP's Holdings


Currently, Immersion Capital LLP holds 10 types of securities in its portfolio with a total value $69.1M. In the most recent quarter, they have increased their positions in ELV (+4.3K shares, valued at $1.5M), UNH (+2.9K shares, valued at $970.5K); decreased their positions in RYAAY (-124.8K shares, valued at $9.0M), N/A (-4.9K shares, valued at $5.3M), V (-14.2K shares, valued at $5.0M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
BLACKROCK INC BLACKROCK INC12.6K shares-27.99%2025-12-312026-02-17history
V VISA INC36.7K shares-27.97%2025-12-312026-02-17history
HEI.A HEICO CORP NEW48.6K shares-27.95%2025-12-312026-02-17history
RYAAY RYANAIR HOLDINGS PLC155.9K shares-44.45%2025-12-312026-02-17history
ELV ELEVANCE HEALTH INC FORMERLY14.4K shares42.57%2025-12-312026-02-17history
UNH UNITEDHEALTH GROUP INC12.3K shares31.28%2025-12-312026-02-17history
CNI CANADIAN NATL RY CO38.6K shares-27.97%2025-12-312026-02-17history
BP BP PLC70.8K shares-27.91%2025-12-312026-02-17history
Sponsored
CNQ CANADIAN NAT RES LTD61.9K shares-27.95%2025-12-312026-02-17history
TBBB BBB FOODS INC51.7K shares-27.99%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
TradeFomo Institution Holdings Analysis: Immersion Capital LLP | TradeFomo