Immersion Capital LLP — Q2 2018 13F Holdings

Name: Immersion Capital LLP — 13F Holdings, Q2 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	4Q Trend
1	META	Meta Platforms Inc-class A	Stock-Comm Services	87.90%	—	+24.51%
2	JD	Jd.com Inc-adr	Stock-Consumer Disc	12.10%	—	+7.72%

Position changes disclosed by Immersion Capital LLP for the quarter ending Q2 2018, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	META	Meta Platforms Inc-class A	+66.1%	+24.51%	Add
2	JD	Jd.com Inc-adr	+7.7%	+7.72%	Add
3	✓		—	EXIT	Sold out