Hengistbury Investment Partners LLP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Hengistbury Investment Partners LLP reported 5 stock positions worth $173.3 million. Its top holding was Visa Class A (V) at 40.3% of the portfolio, followed by Interactive Brokers Gro Class A (IBKR, 23.4%) and Expedia (EXPE, 22.5%). Compared with Q4 2024, it opened 2 new positions and reduced 2. The biggest buy was a new position in Expedia (EXPE) and the biggest sale Visa Class A (V, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001574717
- Portfolio Value
- $173.3M (Q1 2025)
- SEC Filing
- 0000919574-25-002818 ↗ filed May 9, 2025
Holdings Value
Holdings 5 stocks · $173.3M
| V Visa Inc. Class A | 40.30% | 199,333 | $69.9M | Reduce -19.8% |
| IBKR Interactive Brokers Gro Class A | 23.36% | 244,497 | $40.5M | Reduce -0.6% |
| EXPE Expedia Group Inc. | 22.48% | 231,776 | $39.0M | New |
| BKNG Booking Holdings Inc. | 8.06% | 3,032 | $14.0M | No change |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 5.81% | 75,000 | $10.1M | New |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
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 |