37 is the total number of securities Immersion Capital LLP has owned. The longest Immersion Capital LLP has owned a single stock is 17 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| GOOGL | ALPHABET INC | 17 | 17 | 11.73% | 20.30% | 32.08% | Q3 2019 | Q3 2023 | 17 |
| MSFT | MICROSOFT CORP | 17 | 17 | 8.93% | 15.55% | 24.07% | Q3 2019 | Q3 2023 | 17 |
| FB | META PLATFORMS INC | 16 | 16 | 19.02% | 33.49% | 87.90% | Q1 2018 | Q4 2021 | 16 |
| CRM | SALESFORCE INC | 13 | 13 | 0.42% | 17.84% | 34.69% | Q3 2020 | Q3 2023 | 13 |
| RYAAY | RYANAIR HOLDINGS PLC | 7 | 6 | 10.89% | 15.75% | 21.83% | Q2 2019 | Q3 2023 | 13 |
| JD | JD.COM INC | 13 | 13 | 1.56% | 3.31% | 12.10% | Q3 2017 | Q3 2020 | 13 |
| GRUB | GRUBHUB INC | 10 | 10 | 19.31% | 37.73% | 73.78% | Q4 2015 | Q1 2018 | 10 |
| AMZN | AMAZON COM INC | 9 | 9 | 0.95% | 23.25% | 65.89% | Q4 2015 | Q4 2017 | 9 |
| KMX | CARMAX INC | 5 | 4 | 5.01% | 15.93% | 30.63% | Q4 2016 | Q3 2023 | 9 |
| TRUP | TRUPANION INC | 7 | 7 | 7.09% | 11.68% | 17.01% | Q2 2016 | Q4 2017 | 7 |
| EB | EVENTBRITE INC | 7 | 7 | 3.50% | 7.14% | 11.53% | Q2 2019 | Q4 2020 | 7 |
| UBER | UBER TECHNOLOGIES INC | 6 | 1 | 0.31% | 0.46% | 0.84% | Q4 2020 | Q3 2022 | 7 |
| NOW | SERVICENOW INC | 6 | 6 | 6.16% | 7.16% | 7.74% | Q4 2020 | Q1 2022 | 6 |
| RDFN | REDFIN CORP | 5 | 5 | 12.82% | 15.35% | 18.35% | Q3 2018 | Q3 2019 | 5 |
| NFLX | NETFLIX INC | 5 | 5 | 11.91% | 13.00% | 13.86% | Q1 2021 | Q1 2022 | 5 |
| V | VISA INC | 5 | 5 | 0.14% | 0.34% | 0.56% | Q4 2020 | Q4 2021 | 5 |
| BKNG | BOOKING HLDGS INC | 4 | 4 | 30.09% | 35.79% | 46.67% | Q3 2018 | Q2 2019 | 4 |
| TRIP | TRIPADVISOR INC | 4 | 4 | 21.90% | 24.07% | 26.27% | Q3 2016 | Q2 2017 | 4 |
| BLK | BLACKROCK INC | 4 | 4 | 4.85% | 12.61% | 18.96% | Q4 2022 | Q3 2023 | 4 |
| NKE | NIKE INC | 4 | 4 | 4.58% | 7.96% | 10.11% | Q1 2020 | Q4 2020 | 4 |
| BP | BP PLC | 4 | 4 | 3.04% | 4.46% | 6.30% | Q4 2022 | Q3 2023 | 4 |
| HDB | HDFC BANK LTD | 3 | 3 | 1.06% | 1.50% | 1.86% | Q4 2022 | Q2 2023 | 3 |
| LNKD | LINKEDIN CORP | 2 | 2 | 21.49% | 25.18% | 28.86% | Q1 2016 | Q2 2016 | 2 |
| ELLI | ELLIE MAE INC | 2 | 2 | 15.06% | 15.16% | 15.27% | Q4 2018 | Q1 2019 | 2 |
| CACC | CREDIT ACCEP CORP MICH | 2 | 2 | 8.47% | 9.82% | 11.18% | Q1 2020 | Q2 2020 | 2 |
| BRKB | BERKSHIRE HATHAWAY INC... | 1 | 1 | 2.82% | 7.87% | 12.92% | Q4 2015 | Q2 2016 | 2 |
| INTU | INTUIT | 2 | 2 | 2.60% | 5.67% | 8.74% | Q4 2022 | Q1 2023 | 2 |
| COMP | COMPASS INC | 2 | 2 | 3.28% | 4.05% | 4.83% | Q4 2021 | Q1 2022 | 2 |
| BRKA | BERKSHIRE HATHAWAY INC... | 1 | 1 | 1.63% | 3.75% | 5.86% | Q4 2015 | Q2 2016 | 2 |
| UNP | UNION PAC CORP | 2 | 2 | 3.06% | 3.49% | 3.93% | Q1 2023 | Q2 2023 | 2 |
| BSM | BLACK STONE MINERALS L P | 2 | 2 | 2.42% | 2.81% | 3.19% | Q3 2022 | Q4 2022 | 2 |
| ABNB | AIRBNB INC | 2 | 2 | 0.94% | 1.17% | 1.40% | Q4 2020 | Q1 2021 | 2 |
| VRSN | VERISIGN INC | 1 | 1 | 10.35% | 10.35% | 10.35% | Q4 2015 | Q4 2015 | 1 |
| ATVI | ACTIVISION BLIZZARD INC | 1 | 1 | 4.97% | 4.97% | 4.97% | Q1 2023 | Q1 2023 | 1 |
| ADBE | ADOBE SYSTEMS INCORPOR... | 1 | 1 | 3.37% | 3.37% | 3.37% | Q4 2020 | Q4 2020 | 1 |
| FOSL | FOSSIL GROUP INC | 1 | 1 | 2.79% | 2.79% | 2.79% | Q1 2017 | Q1 2017 | 1 |
| BABA | ALIBABA GROUP HLDG LTD | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
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The securities at the top of the list , including ALPHABET INC, MICROSOFT CORP, and META PLATFORMS INC, are the highest-conviction holdings of Immersion Capital LLP.
The conviction is calculated by counting the number of quarters a security has been reported by Immersion Capital LLP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Immersion Capital LLP owns currently or has owned in the past.