Hengistbury Investment Partners LLP

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Hengistbury Investment Partners LLP reported 3 stock positions worth $137.1 million. Its top holding was Visa Class A (V) at 57.3% of the portfolio, followed by Interactive Brokers Gro Class A (IBKR, 31.7%) and Booking (BKNG, 11.0%). Compared with Q3 2024, it sold out of 2 and reduced 3. The biggest sale was an exit from Herc (HRI).

Most Recent 13F
Q2 2026
Location
London, X0
CIK
0001574717
Portfolio Value
$137.1M (Q4 2024)
SEC Filing
0000919574-25-000993 ↗ filed Feb 12, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $227.7M Q1 2024 Q2 2024: $238.5M Q2 2024 Q3 2024: $244.0M Q3 2024 Q4 2024: $137.1M $137.1M Q4 2024 Q1 2025: $173.3M Q1 2025 Q2 2025: $146.4M Q2 2025 Q3 2025: $157.9M Q3 2025 Q4 2025: $222.7M Q4 2025 Q1 2026: $240.1M Q1 2026 Q2 2026: $311.1M Q2 2026

Holdings 3 stocks · $137.1M

V Visa Inc. Class A 57.31% 248,533 $78.5M Reduce -32.8%
IBKR Interactive Brokers Gro Class A 31.70% 245,917 $43.4M Reduce -22.7%
BKNG Booking Holdings Inc. 10.99% 3,032 $15.1M Reduce -72.4%

Portfolio Sells Q3 2024 → Q4 2024

HRI Herc Holdings Inc. Sold out 0.00% −11.02
MA Mastercard Inc. Class A Sold out 0.00% −10.13
BKNG Booking Holdings Inc. Reduce -72.4% 10.99% −7.99
IBKR Interactive Brokers Gro Class A Reduce -22.7% 31.70% +13.53
V Visa Inc. Class A Reduce -32.8% 57.31% +15.61

Portfolio Buys Q3 2024 → Q4 2024

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$311.1MV, IBKR, MA, TMUS
Q1 2026 3$240.1MV, IBKR, MA
Q4 2025 4$222.7MV, IBKR, MA, BKNG
Q3 2025 3$157.9MIBKR, V, BKNG
Q2 2025 3$146.4MV, IBKR, BKNG
Q1 2025 5$173.3MV, IBKR, EXPE, BKNG, HRI
Q4 2024 3$137.1MV, IBKR, BKNG
Q3 2024 5$244.0MV, BKNG, IBKR, HRI, MA
Q2 2024 5$238.5MV, CCEP, BKNG, HRI, IBKR
Q1 2024 5$227.7MV, CCEP, BKNG, EXPE, HRI