Immersion Capital LLP Buys Nike Inc, Credit Acceptance Corp, Ryanair Holdings PLC

May 14, 2020

Investment company Immersion Capital LLP (Current Portfolio) buys Nike Inc, Credit Acceptance Corp, Ryanair Holdings PLC, Alphabet Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Immersion Capital LLP. As of 2020Q1, Immersion Capital LLP owns 8 stocks with a total value of $733 million. These are the details of the buys and sells.

New Purchases: NKE, CACC,
Added Positions: FB, RYAAY, GOOGL,

For the details of Immersion Capital LLP's stock buys and sells, go to https://www.gurufocus.com/guru/immersion+capital+llp/current-portfolio/portfolio

These are the top 5 holdings of Immersion Capital LLP

Facebook Inc (FB) - 1,281,000 shares, 29.16% of the total portfolio. Shares added by 17.85%
Alphabet Inc (GOOGL) - 110,341 shares, 17.50% of the total portfolio. Shares added by 20.93%
Ryanair Holdings PLC (RYAAY) - 2,182,341 shares, 15.81% of the total portfolio. Shares added by 26.56%
Microsoft Corp (MSFT) - 657,980 shares, 14.16% of the total portfolio. Shares added by 0.28%
Nike Inc (NKE) - 800,000 shares, 9.03% of the total portfolio. New Position

New Purchase: Nike Inc (NKE)

Immersion Capital LLP initiated holding in Nike Inc. The purchase prices were between $62.8 and $104.58, with an estimated average price of $93.5. The stock is now traded at around $86.02. The impact to a portfolio due to this purchase was 9.03%. The holding were 800,000 shares as of .

New Purchase: Credit Acceptance Corp (CACC)

Immersion Capital LLP initiated holding in Credit Acceptance Corp. The purchase prices were between $234.35 and $466.84, with an estimated average price of $405.23. The stock is now traded at around $303.83. The impact to a portfolio due to this purchase was 8.47%. The holding were 242,622 shares as of .

Added: Ryanair Holdings PLC (RYAAY)

Immersion Capital LLP added to a holding in Ryanair Holdings PLC by 26.56%. The purchase prices were between $47.51 and $96.18, with an estimated average price of $79.33. The stock is now traded at around $52.29. The impact to a portfolio due to this purchase was 3.32%. The holding were 2,182,341 shares as of .

Added: Alphabet Inc (GOOGL)

Immersion Capital LLP added to a holding in Alphabet Inc by 20.93%. The purchase prices were between $1054.13 and $1524.87, with an estimated average price of $1359.46. The stock is now traded at around $1348.33. The impact to a portfolio due to this purchase was 3.03%. The holding were 110,341 shares as of .

Here is the complete portfolio of Immersion Capital LLP. Also check out:

1. Immersion Capital LLP's Undervalued Stocks
2. Immersion Capital LLP's Top Growth Companies, and
3. Immersion Capital LLP's High Yield stocks
4. Stocks that Immersion Capital LLP keeps buying

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