DOSSIER · 13F-HR · Q1 2026
IMMERSION CORP
$145M in tracked AUM across 9 positions as of Q1 2026.
IC
CIK 0001058811 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Portfolio Overview
The filing for IMMERSION CORP (CIK: 0001058811) reveals a highly concentrated, mid-cap portfolio that underwent significant deleveraging and consolidation during the quarter ending September 30, 2025. The total portfolio value contracted sharply by 21.6%, declining from $197.38 million to $154.77 million. This reduction in assets under management (AUM) was driven by a combination of asset sales and market depreciation rather than broad-based diversification. The portfolio...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.