Immersion Capital LLP — Q1 2016 13F Holdings

Name: Immersion Capital LLP — 13F Holdings, Q1 2016
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001636441

Total reported value

$87.4M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AMZN	Amazon.com INC	Stock-Consumer Disc	50.71%	—	-35.55%
2	✓		Stock-Other	27.79%	—	+1.94%
3	✓	Linkedin CORP	Stock-Other	21.49%	—	—

Position changes disclosed by Immersion Capital LLP for the quarter ending Q1 2016, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	✓		+8.5%	+1.94%	Add
2	AMZN	Amazon.com INC	-15.2%	-35.55%	Trim
3	✓	Linkedin CORP	—	NEW	New buy
4	VRSN	Verisign INC	—	EXIT	Sold out
5	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	Sold out
6	BRK-A	Berkshire Hathaway Inc-cl A	—	EXIT	Sold out