§ 13F · FUND PROFILE
Immersion Capital LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 10Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$69.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BLK | BLACKROCK INC | 13K | $13.5T | 19.6% | NEW |
| 2 | V | VISA INC | 37K | $12.9T | 18.6% | NEW |
| 3 | HEI/A | HEICO CORP NEW | 49K | $12.3T | 17.7% | NEW |
| 4 | RYAAY | RYANAIR HOLDINGS PLC | 156K | $11.3T | 16.3% | NEW |
| 5 | ELV | ELEVANCE HEALTH INC FORMERLY | 14K | $5.0T | 7.3% | NEW |
| 6 | UNH | UNITEDHEALTH GROUP INC | 12K | $4.1T | 5.9% | NEW |
| 7 | CNI | CANADIAN NATL RY CO | 39K | $3.8T | 5.5% | NEW |
| 8 | BP | BP PLC | 71K | $2.5T | 3.6% | NEW |
| 9 | CNQ | CANADIAN NAT RES LTD | 62K | $2.1T | 3.0% | NEW |
| 10 | TBBB | BBB FOODS INC | 52K | $1.7T | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IMMERSION SIGNAL
AC read
Immersion Capital LLP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed