IMMERSION CAPITAL LLP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RYAAY | 156K | $9.01M |
 | BP | 71K | $3.33M |
 | TBBB | 70K | $2.47M |
 | CNQ | 62K | $3.02M |
 | HEI-A | 49K | $10.25M |
 | CNI | 39K | $3.97M |
 | V | 37K | $11.08M |
 | ELV | 14K | $4.22M |
 | BLK | 13K | $12.15M |
 | UNH | 12K | $3.34M |
Ryanair Holdings plc
RYAAY
Shares Held
156K
Value
$9.01M
BP p.l.c.
BP
Shares Held
71K
Value
$3.33M
BBB Foods Inc.
TBBB
Shares Held
70K
Value
$2.47M
Canadian Natural Resources Limited
CNQ
Shares Held
62K
Value
$3.02M
HEICO Corporation
HEI-A
Shares Held
49K
Value
$10.25M
Canadian National Railway Company
CNI
Shares Held
39K
Value
$3.97M
Visa Inc.
V
Shares Held
37K
Value
$11.08M
Elevance Health Inc.
ELV
Shares Held
14K
Value
$4.22M
BlackRock, Inc.
BLK
Shares Held
13K
Value
$12.15M
UnitedHealth Group Incorporated
UNH
Shares Held
12K
Value
$3.34M