Hengistbury Investment Partners LLP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Hengistbury Investment Partners LLP reported 4 stock positions worth $311.1 million. Its top holding was Visa Class A (V) at 52.4% of the portfolio, followed by Interactive Brokers Gro Class A (IBKR, 28.2%) and Mastercard Class A (MA, 10.2%). Compared with Q1 2026, it opened 1 new position, added to 1 and reduced 2. The biggest buy was a new position in T-Mobile US (TMUS) and the biggest sale Visa Class A (V, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001574717
- Portfolio Value
- $311.1M (Q2 2026)
- SEC Filing
- 0000919574-26-005168 ↗ filed Aug 14, 2026
Holdings Value
Holdings 4 stocks · $311.1M
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 4 | $311.1M | V, IBKR, MA, TMUS |
| Q1 2026 | 3 | $240.1M | V, IBKR, MA |
| Q4 2025 | 4 | $222.7M | V, IBKR, MA, BKNG |
| Q3 2025 | 3 | $157.9M | IBKR, V, BKNG |
| Q2 2025 | 3 | $146.4M | V, IBKR, BKNG |
| Q1 2025 | 5 | $173.3M | V, IBKR, EXPE, BKNG, HRI |
| Q4 2024 | 3 | $137.1M | V, IBKR, BKNG |
| Q3 2024 | 5 | $244.0M | V, BKNG, IBKR, HRI, MA |
| Q2 2024 | 5 | $238.5M | V, CCEP, BKNG, HRI, IBKR |
| Q1 2024 | 5 | $227.7M | V, CCEP, BKNG, EXPE, HRI |