Immersion Capital LLP - Q42025 Holdings

Immersion Capital LLP holds 10 stocks with a total portfolio value of $ 69.12M as of Q42025. In Q42025, Immersion Capital LLP added 0 new positions, increased stakes in 2 stocks, reduced 8 holdings, and fully exited 1 position. The largest holding is Blackrock Inc (BLK), representing 19.56% of the total portfolio.