IMMERSION CAPITAL LLP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RYAAY | 156K | $11.26M |
 | BP | 71K | $2.46M |
 | CNQ | 62K | $2.09M |
 | TBBB | 52K | $1.73M |
 | HEI-A | 49K | $12.26M |
 | CNI | 39K | $3.82M |
 | V | 37K | $12.86M |
 | ELV | 14K | $5.05M |
 | BLK | 13K | $13.52M |
 | UNH | 12K | $4.07M |
Ryanair Holdings plc
RYAAY
Shares Held
156K
Value
$11.26M
BP p.l.c.
BP
Shares Held
71K
Value
$2.46M
Canadian Natural Resources Limited
CNQ
Shares Held
62K
Value
$2.09M
BBB Foods Inc.
TBBB
Shares Held
52K
Value
$1.73M
HEICO Corporation
HEI-A
Shares Held
49K
Value
$12.26M
Canadian National Railway Company
CNI
Shares Held
39K
Value
$3.82M
Visa Inc.
V
Shares Held
37K
Value
$12.86M
Elevance Health Inc.
ELV
Shares Held
14K
Value
$5.05M
BlackRock, Inc.
BLK
Shares Held
13K
Value
$13.52M
UnitedHealth Group Incorporated
UNH
Shares Held
12K
Value
$4.07M