Hengistbury Investment Partners LLP

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Hengistbury Investment Partners LLP reported 4 stock positions worth $222.7 million. Its top holding was Visa Class A (V) at 50.0% of the portfolio, followed by Interactive Brokers Gro Class A (IBKR, 32.8%) and Mastercard Class A (MA, 10.3%). Compared with Q3 2025, it opened 1 new position and added to 1. The biggest buy was a new position in Mastercard Class A (MA).

Most Recent 13F
Q2 2026
Location
London, X0
CIK
0001574717
Portfolio Value
$222.7M (Q4 2025)
SEC Filing
0000919574-26-000950 ↗ filed Feb 13, 2026

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 Q4 2024 Q1 2025: $173.3M Q1 2025 Q2 2025: $146.4M Q2 2025 Q3 2025: $157.9M Q3 2025 Q4 2025: $222.7M $222.7M Q4 2025 Q1 2026: $240.1M Q1 2026 Q2 2026: $311.1M Q2 2026

Holdings 4 stocks · $222.7M

V Visa Inc. Class A 50.05% 317,818 $111.5M Add +68.8%
IBKR Interactive Brokers Gro Class A 32.80% 1,136,084 $73.1M No change
MA Mastercard Inc. Class A 10.25% 40,000 $22.8M New
BKNG Booking Holdings Inc. 6.90% 2,868 $15.4M No change

Portfolio Sells Q3 2025 → Q4 2025

None this quarter.

Portfolio Buys Q3 2025 → Q4 2025

MA Mastercard Inc. Class A New 10.25% +10.25
V Visa Inc. Class A Add +68.8% 50.05% +9.34

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