本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Immersion Capital LLP (CIK 1636441) reported $87.4M across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PLTR ($24.6M, 28.12%), BLK ($12.1M, 13.90%), V ($11.1M, 12.68%), HEIA ($10.3M, 11.73%), RYAAY ($9.0M, 10.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PLTR | PALANTIR TECHNOLOGIES INC | $24.6M | 28.12% | 168,000 | New |
| 2 | BLK | BLACKROCK INC | $12.1M | 13.90% | 12,633 | Hold |
| 3 | V | VISA INC | $11.1M | 12.68% | 36,671 | Hold |
| 4 | HEIA | HEICO CORP NEW | $10.3M | 11.73% | 48,566 | Hold |
| 5 | RYAAY | RYANAIR HOLDINGS PLC | $9.0M | 10.31% | 155,942 | Hold |
| 6 | ELV | ELEVANCE HEALTH INC FORMERLY | $4.2M | 4.82% | 14,400 | Hold |
| 7 | CNI | CANADIAN NATL RY CO | $4.0M | 4.54% | 38,634 | Hold |
| 8 | UNH | UNITEDHEALTH GROUP INC | $3.3M | 3.82% | 12,340 | Hold |
| 9 | BP | BP PLC | $3.3M | 3.81% | 70,776 | Hold |
| 10 | CNQ | CANADIAN NAT RES LTD MED TER | $3.0M | 3.45% | 61,874 | Hold |
| 11 | TBBB | BBB FOODS INC | $2.5M | 2.82% | 69,700 | Added |
来源：SEC 13F 申报文件 · 截至 2026-03-31