Immersion Capital LLP

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
London, United Kingdom
CIK
0001636441
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 9 232,259 RYAAY, BLK, GOOGL, CRM 13F-HR 2/14/2024 000163644124000002
Q3 2023 7 233,210 RYAAY, GOOGL, BLK, CRM 13F-HR 11/14/2023 000163644123000011
Q2 2023 9 298,982 CRM, RYAAY, BLK, GOOGL 13F-HR 8/14/2023 000163644123000009
Q1 2023 11 387,424 MSFT, CRM, RYAAY, GOOGL 13F-HR 5/15/2023 000163644123000007
Q4 2022 10 323,439 GOOGL, MSFT, CRM, RYAAY 13F-HR 2/14/2023 000163644123000004
Q3 2022 6 266,500 CRM, GOOGL, MSFT, RYAAY 13F-HR 11/14/2022 000163644122000010
Q2 2022 4 306,031 CRM, GOOGL, MSFT, RYAAY 13F-HR 8/15/2022 000163644122000008
Q1 2022 7 745,013 GOOGL, CRM, MSFT, NFLX 13F-HR 5/16/2022 000163644122000006
Q4 2021 9 1,081,901 GOOGL, CRM, META, NFLX 13F-HR 2/14/2022 000163644122000003
Q3 2021 8 1,117,121 META, GOOGL, CRM, NFLX 13F-HR 11/15/2021 000163644121000006
Q2 2021 8 1,037,567 META, GOOGL, CRM, MSFT 13F-HR 8/16/2021 000163644121000004
Q1 2021 9 942,333 META, GOOGL, MSFT, NFLX 13F-HR 5/17/2021 000163644121000002
Q4 2020 13 1,098,717 META, GOOGL, RYAAY, MSFT 13F-HR 2/16/2021 000163644121000001
Q3 2020 8 995,606 META, RYAAY, GOOGL, MSFT 13F-HR 11/16/2020 000163644120000004
Q2 2020 8 968,210 META, GOOGL, RYAAY, MSFT 13F-HR 8/14/2020 000163644120000003
Q1 2020 8 732,745 META, GOOGL, RYAAY, MSFT 13F-HR 5/14/2020 000163644120000002
Q4 2019 6 691,920 META, RYAAY, GOOGL, MSFT 13F-HR 2/14/2020 000163644120000001
Q3 2019 7 631,593 META, RYAAY, MSFT, GOOGL 13F-HR 11/14/2019 000163644119000007
Q2 2019 6 635,465 META, BKNG, RDFN, RYAAY 13F-HR 8/14/2019 000163644119000005
Q1 2019 5 531,092 META, BKNG, RDFN, ELLI 13F-HR 5/15/2019 000163644119000003
Q4 2018 5 333,476 BKNG, META, RDFN, ELLI 13F-HR 2/14/2019 000163644119000002
Q3 2018 4 276,315 BKNG, META, RDFN, JD 13F-HR 11/14/2018 000163644118000009
Q2 2018 2 112,309 META, JD 13F-HR 8/14/2018 000163644118000006
Q1 2018 3 298,626 GRUB, META, JD 13F-HR 5/16/2018 000163644118000005
Q4 2017 5 285,066 GRUB, KMX, TRUP, JD 13F-HR 2/14/2018 000163644118000002
Q3 2017 5 236,662 GRUB, KMX, TRUP, JD 13F-HR 11/14/2017 000163644117000008
Q2 2017 5 245,085 GRUB, KMX, TRIP, TRUP 13F-HR 8/14/2017 000163644117000007
Q1 2017 6 253,057 GRUB, TRIP, AMZN, KMX 13F-HR 5/15/2017 000163644117000003
Q4 2016 5 270,017 GRUB, TRIP, AMZN, KMX 13F-HR 2/14/2017 000163644117000001
Q3 2016 4 238,744 GRUB, AMZN, TRIP, TRUP 13F-HR 11/14/2016 000163644116000008
Q2 2016 6 259,022 LNKD, GRUB, AMZN, BRK-B 13F-HR 8/15/2016 000163644116000007
Q1 2016 3 178,229 AMZN, GRUB, LNKD 13F-HR 5/16/2016 000163644116000006
Q4 2015 5 242,357 AMZN, GRUB, VRSN, BRK-B 13F-HR 2/9/2016 000163644116000003