Immersion Capital LLP — Q1 2018 13F Holdings

Name: Immersion Capital LLP — 13F Holdings, Q1 2018
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	✓		Stock-Other	73.78%	—	—
2	META	Meta Platforms Inc-class A	Stock-Comm Services	21.83%	—	—
3	JD	Jd.com Inc-adr	Stock-Consumer Disc	4.39%	—	+11.72%

Position changes disclosed by Immersion Capital LLP for the quarter ending Q1 2018, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	✓		+19.1%	—	Unchanged
2	JD	Jd.com Inc-adr	+0.2%	+11.72%	Add
3	KMX	Carmax INC	—	EXIT	Sold out
4	META	Meta Platforms Inc-class A	—	NEW	New buy
5	TRUP	Trupanion INC	—	EXIT	Sold out
6	AMZN	Amazon.com INC	—	EXIT	Sold out