Hengistbury Investment Partners LLP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Hengistbury Investment Partners LLP reported 5 stock positions worth $238.5 million. Its top holding was Visa Class A (V) at 43.5% of the portfolio, followed by Coca-Cola Europacific Partne (CCEP, 20.9%) and Booking (BKNG, 19.8%). Compared with Q1 2024, it opened 1 new position, sold out of 1 and added to 3. The biggest buy was a new position in Interactive Brokers Gro Class A (IBKR) and the biggest sale an exit from Expedia (EXPE).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001574717
- Portfolio Value
- $238.5M (Q2 2024)
- SEC Filing
- 0000919574-24-004400 ↗ filed Aug 13, 2024
Holdings Value
Holdings 5 stocks · $238.5M
| V Visa Inc. Class A | 43.51% | 395,449 | $103.8M | Add +13.7% |
| CCEP Coca-Cola Europacific Partne | 20.95% | 685,671 | $50.0M | No change |
| BKNG Booking Holdings Inc. | 19.81% | 11,927 | $47.2M | Add +20.3% |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 9.62% | 172,155 | $22.9M | Add +49.8% |
| IBKR Interactive Brokers Gro Class A | 6.12% | 119,000 | $14.6M | New |
Portfolio Sells Q1 2024 → Q2 2024
| EXPE Expedia Group Inc. | Sold out | 0.00% | −12.03 |
Portfolio Buys Q1 2024 → Q2 2024
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 |