Immersion Capital LLP - Q12026 Holdings

Immersion Capital LLP holds 11 stocks with a total portfolio value of $ 87.4M as of Q12026. In Q12026, Immersion Capital LLP added 1 new position, increased stakes in 1 stock, reduced 0 holdings, and fully exited 0 positions. The largest holding is Palantir Technologies Inc (PLTR), representing 28.12% of the total portfolio.