Stock Taper 
IMMERSION CAPITAL LLP
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ryanair Holdings plc | RYAAY | 155.94K | $9.01M |
 BP p.l.c. | BP | 70.78K | $3.33M |
 BBB Foods Inc. | TBBB | 69.7K | $2.47M |
 Canadian Natural Resources Limited | CNQ | 61.87K | $3.02M |
 HEICO Corporation | HEI-A | 48.57K | $10.25M |
 Canadian National Railway Company | CNI | 38.63K | $3.97M |
 Visa Inc. | V | 36.67K | $11.08M |
 Elevance Health Inc. | ELV | 14.4K | $4.22M |
 BlackRock, Inc. | BLK | 12.63K | $12.15M |
 UnitedHealth Group Incorporated | UNH | 12.34K | $3.34M |