SEC Form 13F

Immersion Capital LLP 13F Holdings

Report period2026-03-31
Publicly available2026-05-16
Reported value$87,404,988
Positions11

Largest disclosed positions

IssuerTickerClassReported valueReported amount
PALANTIR TECHNOLOGIES INCUnresolvedPUT$24,575,040168,000
BLACKROCK INCBLKCOM$12,149,28212,633
VISA INCVCOM CL A$11,083,44336,671
HEICO CORP NEWHEI.ACL A$10,251,79748,566
RYANAIR HOLDINGS PLCRYAAYSPONSORED ADR$9,013,448155,942
ELEVANCE HEALTH INC FORMERLYELVCOM$4,215,60014,400
CANADIAN NATL RY COCNICOM$3,970,41638,634
UNITEDHEALTH GROUP INCUNHCOM$3,339,08112,340
BP PLCBPSPONSORED ADR$3,326,47270,776
CANADIAN NAT RES LTD MED TERCNQCOM$3,015,12061,874

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