
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
