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Immersion Investment Partners says SRTA helped lift its Q2 2026 returns
Immersion Investment Partners returned 39.1% in Q2 2025, citing a shift in how it valued non-AI holdings, and pointed to Strata Critical Medical shares that closed at $5.94 on Aug. 10, 2026.
Immersion Investment Partners released its second-quarter 2025 investor letter, highlighting that the firm returned 39.1% in the quarter, outperforming the Russell 2000 Index's 21.5% gain, and attributing the results to more rational market valuation of its non-AI investments.
The firm said it capitalized on market selloffs driven by macroeconomic factors unrelated to company fundamentals, increasing positions at lower prices and benefiting from subsequent rebounds in several holdings.
In its Q2 2026 investor letter, the firm spotlighted Strata Critical Medical, Inc., a U.S. provider of time-critical logistics and medical services for the healthcare industry. On Aug. 10, 2026, SRTA closed at $5.94 per share, corresponding to a market capitalization of $525.49 million.
The letter also cited SRTA's performance, including an 11.84% one-month return and a 31.22% gain over the past 52 weeks, and described the stock as a newer holding for the partnership purchased in September 2025.
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