Hengistbury Investment Partners LLP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Hengistbury Investment Partners LLP reported 3 stock positions worth $146.4 million. Its top holding was Visa Class A (V) at 45.7% of the portfolio, followed by Interactive Brokers Gro Class A (IBKR, 43.0%) and Booking (BKNG, 11.3%). Compared with Q1 2025, it sold out of 2, added to 1 and reduced 2. The biggest buy was Interactive Brokers Gro Class A (IBKR, shares +16%) and the biggest sale an exit from Expedia (EXPE).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001574717
- Portfolio Value
- $146.4M (Q2 2025)
- SEC Filing
- 0000919574-25-004616 ↗ filed Aug 13, 2025
Holdings Value
Holdings 3 stocks · $146.4M
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| IBKR Interactive Brokers Gro Class A | Add +16.2% | 42.99% | +19.64 |
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 |