Immersion Capital 13F filings and top holdings and stakes

Immersion Capital as of Sept. 30, 2017

Portfolio Holdings for Immersion Capital

Immersion Capital holds 5 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Grubhub	48.3	$114M	2.2M	52.66
CarMax (KMX)	30.6	$73M	956k	75.81
Trupanion (TRUP)	17.0	$40M	1.5M	26.41
Jd (JD)	3.1	$7.3M	190k	38.20
Amazon (AMZN)	1.0	$2.3M	2.4k	961.51

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