0001636441-26-000002.txt : 20260515 0001636441-26-000002.hdr.sgml : 20260515 20260515094456 ACCESSION NUMBER: 0001636441-26-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260515 DATE AS OF CHANGE: 20260515 EFFECTIVENESS DATE: 20260515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Immersion Capital LLP CENTRAL INDEX KEY: 0001636441 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: X0 FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17127 FILM NUMBER: 26983159 BUSINESS ADDRESS: STREET 1: MOSS HOUSE STREET 2: 15-16 BROOKS MEWS CITY: LONDON STATE: X0 ZIP: W1K 4DS BUSINESS PHONE: 00442079472150 MAIL ADDRESS: STREET 1: MOSS HOUSE STREET 2: 15-16 BROOKS MEWS CITY: LONDON STATE: X0 ZIP: W1K 4DS 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001636441 XXXXXXXX 03-31-2026 03-31-2026 Immersion Capital LLP

MOSS HOUSE 15-16 BROOKS MEWS LONDON X0 W1K 4DS

13F HOLDINGS REPORT 028-17127 000172668 802-80654 N Alan Lau 442079472170 Alan Lau London X0 05-15-2026 0 11 87404988 false INFORMATION TABLE 2 ImmersionCapitalForm13F-1Q26.xml BBB FOODS INC CL A COM G0896C103 2465289 69700 SH SOLE 69700 0 0 BLACKROCK INC COM 09290D101 12149282 12633 SH SOLE 12633 0 0 BP PLC SPONSORED ADR 055622104 3326472 70776 SH SOLE 70776 0 0 CANADIAN NATL RY CO COM 136375102 3970416 38634 SH SOLE 38634 0 0 CANADIAN NAT RES LTD MED TER COM 136385101 3015120 61874 SH SOLE 61874 0 0 ELEVANCE HEALTH INC FORMERLY COM 036752103 4215600 14400 SH SOLE 14400 0 0 HEICO CORP NEW CL A 422806208 10251797 48566 SH SOLE 48566 0 0 RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 9013448 155942 SH SOLE 155942 0 0 UNITEDHEALTH GROUP INC COM 91324P102 3339081 12340 SH SOLE 12340 0 0 PALANTIR TECHNOLOGIES INC PUT 69608A958 24575040 168000 SH Put SOLE 168000 0 0 VISA INC COM CL A 92826C839 11083443 36671 SH SOLE 36671 0 0