Immersion Investment Partners’ Q3 2025 Investor Letter

Immersion Investment Partners, an investment management company, released its third-quarter 2025 investor letter. 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,

A copy of Immersion Investment Partners’ Q3 2025 investor letter can be downloaded here.