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IMMERSION CORP

Q4 2025 · Filed 2026-02-17
Market Value
$32M
-26.1%
Holdings
7
-2
New Purchases
2
Added To
1
Closed
1
Reduced
2
Top 10 Concentration
100.0%
Turnover
42.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FPH 48.80% 40.79% +8.01% $16M
RMNI 6.38% 0.00% +6.38% $2M
PLCE 5.90% 0.00% +5.90% $2M
BXSL 6.52% 3.56% +2.95% $2M
UEIC 17.42% 16.62% +0.80% $6M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NNDM 0.00% 19.19% -19.19% $0
MX 14.98% 19.83% -4.85% $5M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 1 $2M 6.5%
Small Cap 3 $18M 55.2%
Micro Cap 3 $12M 38.3%

Portfolio Analytics

Avg Market Cap
$969M
Median Market Cap
$336M
Avg P/E
9.8
Median P/E
9.5
Avg Dividend Yield
0.02%
Avg Beta
1.16
# Stocks
7
# ETFs / Funds
0

Top Holdings (7 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 FPH 48.80% 2,793,081 $16M $5.59 -$2M -89,000 -3.1%
2 UEIC 17.42% 1,544,647 $6M $3.61 -$2M
3 MX 14.98% 1,878,828 $5M $2.55 -$4M -864,747 -31.5%
4 BXSL 6.52% 79,204 $2M $26.33 $542K +20,000 +33.8%
5 RMNI 6.38% 526,450 $2M $3.88 +526,450 NEW
6 PLCE 5.90% 473,953 $2M $3.98 +473,953 NEW
7 NNDM —% -$8M -5,294,665 -100.0% SOLD

New Positions

SymbolValue% Port
RMNI $2M 6.38%
PLCE $2M 5.90%

Sold Out Positions

SymbolValue% Port
NNDM —%
View SEC EDGAR Filings for IMMERSION CORP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms