Immersion Capital as of March 31, 2022
Portfolio Holdings for Immersion Capital
Immersion Capital holds 7 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 32.1 | $239M | 86k | 2781.35 | |
| salesforce (CRM) | 25.7 | $191M | 901k | 212.32 | |
| Microsoft Corporation (MSFT) | 17.4 | $130M | 420k | 308.31 | |
| Netflix (NFLX) | 11.9 | $89M | 237k | 374.59 | |
| Servicenow (NOW) | 7.7 | $57M | 103k | 556.89 | |
| Compass Cl A (COMP) | 4.8 | $36M | 4.6M | 7.86 | |
| Uber Technologies (UBER) | 0.4 | $3.3M | 91k | 35.68 |
