Immersion Investment Partners, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund gained 18.4% in the third quarter, outperforming the Russell 2000 Index's 12.4% increase and the Russell Microcap Index's 17.03% return. The firm invested over 54% of net asset value in its top three names. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.
In its third-quarter 2025 investor letter, Immersion Investment Partners highlighted stocks such as Mama’s Creations, Inc....
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