Immersion Capital 13F filings and top holdings and stakes

Immersion Capital as of Dec. 31, 2017

Portfolio Holdings for Immersion Capital

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

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Grubhub	54.7	$156M	2.2M	71.80
CarMax (KMX)	24.5	$70M	1.1M	64.13
Trupanion (TRUP)	15.7	$45M	1.5M	29.27
Jd (JD)	4.2	$12M	290k	41.42
Amazon (AMZN)	1.0	$2.8M	2.4k	1169.29

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