Immersion Capital LLP — 13F holdings

Immersion Capital LLP reported 11 holdings worth $87.4M in its 13F filing for Q1 2026, filed May 15, 2026.

Largest positions

1. PALANTIR TECHNOLOGIES INC — $24.6M (28.1%)
2. BLK BLACKROCK INC — $12.1M (13.9%)
3. V Visa Inc — $11.1M (12.7%)
4. HEI.A HEICO CORP NEW — $10.3M (11.7%)
5. RYAAY RYANAIR HOLDINGS PLC — $9.01M (10.3%)
6. ELV ELEVANCE HEALTH INC — $4.22M (4.8%)
7. CNI CANADIAN NATL RY CO — $3.97M (4.5%)
8. UNH UNITEDHEALTH GROUP INC — $3.34M (3.8%)
9. BP BP PLC — $3.33M (3.8%)
10. CNQ CANADIAN NAT RES LTD — $3.02M (3.4%)