Immersion Capital LLP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Immersion Capital LLP held in its portfolio 10 assets valued at $69,118,655 (i.e. $69.12M).

The most valuable assets in the portfolio included: BLACKROCK INC ($13.52M), VISA INC ($12.86M), and HEICO CORP NEW ($12.26M).

The chart below shows the top 10 valuable assets, and the table below shows the top 10 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Immersion Capital LLP Portfolio

BLACKROCK INC

VISA INC

HEICO CORP NEW

RYANAIR HOLDINGS PLC

ELEVANCE HEALTH INC FORMERLY

UNITEDHEALTH GROUP INC

CANADIAN NATL RY CO

BP PLC

CANADIAN NAT RES LTD

BBB FOODS INC

Immersion Capital LLP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
BLACKROCK INC	12633	13521605	COM
VISA INC	36671	12860886	COM CL A
HEICO CORP NEW	48566	12259515	CL A
RYANAIR HOLDINGS PLC	155942	11257453	SPONSORED ADR
ELEVANCE HEALTH INC FORMERLY	14400	5047920	COM
UNITEDHEALTH GROUP INC	12340	4073557	COM
CANADIAN NATL RY CO	38634	3818971	COM
BP PLC	70776	2458050	SPONSORED ADR
CANADIAN NAT RES LTD	61874	2094435	COM
BBB FOODS INC	51700	1726263	CL A COM