Immersion Investment Partners’ Q2 2025 Investor Letter

Immersion Investment Partners, an investment management company, released its second-quarter 2025 investor letter. The fund gained 28.13% in the second quarter, compared to an 8.50% increase for the Russell 2000 Index and a 15.51% increase for the Russell Microcap Index. The firm focuses on the company fundamentals, not on quarterly stock price performance. The firm invested over 80% of net asset value in its top five names. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

A copy of Immersion Investment Partners’ Q2 2025 investor letter can be downloaded here.