Immersion Capital as of Sept. 30, 2022
Portfolio Holdings for Immersion Capital
Immersion Capital holds 6 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| salesforce (CRM) | 30.9 | $82M | 573k | 143.84 | |
| Alphabet Cap Stk Cl A (GOOGL) | 30.0 | $80M | 837k | 95.65 | |
| Microsoft Corporation (MSFT) | 24.0 | $64M | 275k | 232.90 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 11.7 | $31M | 535k | 58.42 | |
| Black Stone Minerals Com Unit (BSM) | 2.4 | $6.5M | 413k | 15.65 | |
| Uber Technologies (UBER) | 0.8 | $2.2M | 84k | 26.51 |
