Immersion Capital LLP
- SEC CIK
- 0001636441
- Latest filing
- May 15, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 9
- No 13F data for Q4 2020
- Portfolio value
- $942.3M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 1,051,500 | $309.7M | 32.9% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 89,441 | $184.5M | 19.6% | – | – | History |
| MSFTMicrosoft Corp | Stock | 551,920 | $130.1M | 13.8% | – | – | History |
| NFLXNetflix Inc | Stock | 241,090 | $125.8M | 13.3% | – | – | History |
| CRMSalesforce, Inc. | Stock | 481,442 | $102.0M | 10.8% | – | – | History |
| NOWServiceNow, Inc. | Stock | 139,025 | $69.5M | 7.4% | – | – | History |
| ABNBAirbnb, Inc. | Stock | 70,000 | $13.2M | 1.4% | – | – | History |
| UBERUber Technologies, Inc | Stock | 79,000 | $4.31M | 0.5% | – | – | History |
| VVisa Inc. | Stock | 15,470 | $3.27M | 0.3% | – | – | History |