Immersion Capital LLP
LONDON, X0 · CIK 1636441 · 13F filing filed 2026-05-15
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
- Legal entityIMMERSION CAPITAL LLP (GB)
- Others nearbyLondon
As an employer
In the UK
1 UK companies in the group; those with staff figures, a pay gap report, FCA authorisation or fund management as their business are listed.
Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.
Options: 0 call positions (— notional), 1 put positions ($24.6m notional) – listed below, not included above.
Holdings, Q1 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| BLACKROCK INC BLK | $12.1m19.34% | Unchanged |
| VISA INC V | $11.1m17.64% | Unchanged |
| HEICO CORP NEW HEI.A | $10.3m16.32% | Unchanged |
| RYANAIR HOLDINGS PLC RYAAY | $9.0m14.35% | Unchanged |
| ELEVANCE HEALTH INC ELV | $4.2m6.71% | Unchanged |
| CANADIAN NATL RY CO CNI | $4.0m6.32% | Unchanged |
| UNITEDHEALTH GROUP INC UNH | $3.3m5.31% | Unchanged |
| BP PLC BP | $3.3m5.29% | Unchanged |
| CANADIAN NAT RES LTD CNQ | $3.0m4.80% | Unchanged |
| BBB FOODS INC TBBB | $2.5m3.92% | Added +18.0k |
Options (notional value)
| Underlying | Notional | Change |
|---|---|---|
| PALANTIR TECHNOLOGIES INC PLTR · Put | $24.6m168.0k shares | New |