Hengistbury Investment Partners LLP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Hengistbury Investment Partners LLP reported 3 stock positions worth $240.1 million. Its top holding was Visa Class A (V) at 62.3% of the portfolio, followed by Interactive Brokers Gro Class A (IBKR, 29.4%) and Mastercard Class A (MA, 8.3%). Compared with Q4 2025, it sold out of 1, added to 1 and reduced 1. The biggest buy was Visa Class A (V, shares +56%) and the biggest sale an exit from Booking (BKNG).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001574717
- Portfolio Value
- $240.1M (Q1 2026)
- SEC Filing
- 0000919574-26-003223 ↗ filed May 15, 2026
Holdings Value
Holdings 3 stocks · $240.1M
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| V Visa Inc. Class A | Add +55.8% | 62.32% | +12.28 |
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 |