IMMERSION CAPITAL LLP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RYAAY | 281K | $16.91M |
 | HDB | 166K | $5.68M |
 | BP | 98K | $3.38M |
 | CNQ | 86K | $2.74M |
 | TBBB | 72K | $1.94M |
 | HEI-A | 67K | $17.13M |
 | CNI | 54K | $5.06M |
 | V | 51K | $17.38M |
 | BLK | 18K | $20.45M |
 | ELV | 10K | $3.26M |
 | UNH | 9K | $3.25M |
Ryanair Holdings plc
RYAAY
Shares Held
281K
Value
$16.91M
HDFC Bank Limited
HDB
Shares Held
166K
Value
$5.68M
BP p.l.c.
BP
Shares Held
98K
Value
$3.38M
Canadian Natural Resources Limited
CNQ
Shares Held
86K
Value
$2.74M
BBB Foods Inc.
TBBB
Shares Held
72K
Value
$1.94M
HEICO Corporation
HEI-A
Shares Held
67K
Value
$17.13M
Canadian National Railway Company
CNI
Shares Held
54K
Value
$5.06M
Visa Inc.
V
Shares Held
51K
Value
$17.38M
BlackRock, Inc.
BLK
Shares Held
18K
Value
$20.45M
Elevance Health Inc.
ELV
Shares Held
10K
Value
$3.26M
UnitedHealth Group Incorporated
UNH
Shares Held
9K
Value
$3.25M