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Immersion Capital LLP

Q4 2020 Holdings

Filed 2021-02-16 | 13 holdings | $51.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Adobe Systems Incorporated(ADBE)COM00724F101$37.0M74,00072.6%
Airbnb Inc(ABNB)COM CL A009066101$10.3M70,00020.1%
Alibaba Group Hldg LTD(BABA)SPONSORED ADS01609W102$2.7M11,5005.2%
Facebook Inc(META)CL A30303M102$287.2K1,051,5000.6%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$181.6K103,6410.4%
Ryanair Holdings PLC(RYAAY)SPONSORED ADS783513203$171.7K1,560,9820.3%
Microsoft Corp(MSFT)COM594918104$141.9K637,9200.3%
Servicenow Inc(NOW)COM81762P102$72.8K132,3000.1%
Eventbrite Inc(EB)COM CL A29975E109$71.6K3,954,7920.1%
Salesforce COM Inc(CRM)COM79466L302$60.4K271,4420.1%
Nike Inc(NKE)CL B654106103$50.3K355,4700.1%
Visa Inc(V)COM CL A92826C839$6.1K28,0000.0%
Uber Technologies Inc(UBER)COM90353T100$5.1K100,0000.0%