Immersion Capital LLP 13F Holdings · Q1 2026
Immersion Capital LLP reported 10 securities worth $87.40M in its SEC 13F filing for Q1 2026 (period ended 2026-03-31). Top holdings: PLTR (28.12%), BLK (13.90%), V (12.68%). Among its top 25 positions this quarter: 1 new, 1 added.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PLTR | PALANTIR TECHNOLOGIES INC | $24.6M | 28.12% | 168,000 | New |
| 2 | BLK | BLACKROCK INC | $12.1M | 13.90% | 12,633 | Hold |
| 3 | V | VISA INC | $11.1M | 12.68% | 36,671 | Hold |
| 4 | HEIA | HEICO CORP NEW | $10.3M | 11.73% | 48,566 | Hold |
| 5 | RYAAY | RYANAIR HOLDINGS PLC | $9.0M | 10.31% | 155,942 | Hold |
| 6 | ELV | ELEVANCE HEALTH INC FORMERLY | $4.2M | 4.82% | 14,400 | Hold |
| 7 | CNI | CANADIAN NATL RY CO | $4.0M | 4.54% | 38,634 | Hold |
| 8 | UNH | UNITEDHEALTH GROUP INC | $3.3M | 3.82% | 12,340 | Hold |
| 9 | BP | BP PLC | $3.3M | 3.81% | 70,776 | Hold |
| 10 | CNQ | CANADIAN NAT RES LTD MED TER | $3.0M | 3.45% | 61,874 | Hold |
| 11 | TBBB | BBB FOODS INC | $2.5M | 2.82% | 69,700 | Added |
Source: SEC Form 13F filings · as of 2026-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR