Hengistbury Investment Partners LLP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Hengistbury Investment Partners LLP reported 5 stock positions worth $227.7 million. Its top holding was Visa Class A (V) at 42.6% of the portfolio, followed by Coca-Cola Europacific Partne (CCEP, 21.1%) and Booking (BKNG, 15.8%). Compared with Q4 2023, it sold out of 1 and reduced 1. The biggest sale was an exit from Charter Communications Class A (CHTR).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001574717
- Portfolio Value
- $227.7M (Q1 2024)
- SEC Filing
- 0000919574-24-002920 ↗ filed May 14, 2024
Holdings Value
Holdings 5 stocks · $227.7M
| V Visa Inc. Class A | 42.62% | 347,749 | $97.0M | Reduce -12.6% |
| CCEP Coca-Cola Europacific Partne | 21.06% | 685,671 | $48.0M | No change |
| BKNG Booking Holdings Inc. | 15.80% | 9,917 | $36.0M | No change |
| EXPE Expedia Group Inc. | 12.03% | 198,911 | $27.4M | No change |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 8.49% | 114,913 | $19.3M | No change |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| None this quarter. | |||
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 |