For the details of Immersion Capital LLP's stock buys and sells, go to https://www.gurufocus.com/guru/immersion+capital+llp/current-portfolio/portfolio
These are the top 5 holdings of Immersion Capital LLP- Facebook Inc (FB) - 1,281,000 shares, 29.16% of the total portfolio. Shares added by 17.85%
- Alphabet Inc (GOOGL) - 110,341 shares, 17.50% of the total portfolio. Shares added by 20.93%
- Ryanair Holdings PLC (RYAAY) - 2,182,341 shares, 15.81% of the total portfolio. Shares added by 26.56%
- Microsoft Corp (MSFT) - 657,980 shares, 14.16% of the total portfolio. Shares added by 0.28%
- Nike Inc (NKE) - 800,000 shares, 9.03% of the total portfolio. New Position
Immersion Capital LLP initiated holding in Nike Inc. The purchase prices were between $62.8 and $104.58, with an estimated average price of $93.5. The stock is now traded at around $86.02. The impact to a portfolio due to this purchase was 9.03%. The holding were 800,000 shares as of .
New Purchase: Credit Acceptance Corp (CACC)Immersion Capital LLP initiated holding in Credit Acceptance Corp. The purchase prices were between $234.35 and $466.84, with an estimated average price of $405.23. The stock is now traded at around $303.83. The impact to a portfolio due to this purchase was 8.47%. The holding were 242,622 shares as of .
Added: Ryanair Holdings PLC (RYAAY)Immersion Capital LLP added to a holding in Ryanair Holdings PLC by 26.56%. The purchase prices were between $47.51 and $96.18, with an estimated average price of $79.33. The stock is now traded at around $52.29. The impact to a portfolio due to this purchase was 3.32%. The holding were 2,182,341 shares as of .
Added: Alphabet Inc (GOOGL)Immersion Capital LLP added to a holding in Alphabet Inc by 20.93%. The purchase prices were between $1054.13 and $1524.87, with an estimated average price of $1359.46. The stock is now traded at around $1348.33. The impact to a portfolio due to this purchase was 3.03%. The holding were 110,341 shares as of .
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