Immersion Capital as of Dec. 31, 2021
Portfolio Holdings for Immersion Capital
Immersion Capital holds 9 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 23.0 | $249M | 86k | 2897.05 | |
| salesforce (CRM) | 21.2 | $229M | 901k | 254.13 | |
| Meta Platforms Cl A (META) | 19.0 | $206M | 612k | 336.35 | |
| Netflix (NFLX) | 13.9 | $150M | 249k | 602.44 | |
| Microsoft Corporation (MSFT) | 13.1 | $141M | 420k | 336.32 | |
| Servicenow (NOW) | 6.2 | $67M | 103k | 649.11 | |
| Compass Cl A (COMP) | 3.3 | $36M | 3.9M | 9.09 | |
| Uber Technologies (UBER) | 0.3 | $3.3M | 79k | 41.92 | |
| Visa Com Cl A (V) | 0.1 | $1.5M | 6.8k | 216.70 |
