Hengistbury Investment Partners LLP reported 4 positions worth $311.06M for the quarter ended Jun 30, 2026, up 29.6% on the prior quarter. It opened 1 new position, added to 1, trimmed 2 and exited 0. Its largest holding is Visa Inc. at 52.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| TMUS T-Mobile US, Inc. | +170.6K | $28.62M | 9.2% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | V Visa Inc. | Financial Services | 475.0K | $162.97M | 52.39% | -20.1K | -4.1% | Reduced | 0.03% |
| 2 | IBKR Interactive Brokers Group, Inc. | Financial Services | 1.01M | $87.78M | 28.22% | -42.3K | -4.0% | Reduced | 0.22% |
| 3 | MA Mastercard Inc | Financial Services | 61.7K | $31.68M | 10.19% | +21.7K | +54.2% | Added | 0.01% |
| 4 | TMUS T-Mobile US, Inc. | Communication Services | 170.6K | $28.62M | 9.2% | +170.6K | – | New | 0.02% |
Tip. Select a row to see that position’s full history at Hengistbury Investment Partners LLP.
As of its Q2 2026 13F filing, Hengistbury Investment Partners LLP’s five largest positions were Visa Inc. (V) at 52.4%, Interactive Brokers Group, Inc. (IBKR) at 28.2%, Mastercard Inc (MA) at 10.2%, T-Mobile US, Inc. (TMUS) at 9.2% of the reported portfolio.
Hengistbury Investment Partners LLP reported a 13F portfolio worth $311.06M across 4 positions for Q2 2026. That is up 29.6% from the previous quarter.
Its largest purchases by value were T-Mobile US, Inc. ($28.62M), Mastercard Inc ($11.14M). It opened 1 new positions.
Its largest sales by value were Visa Inc. ($6.90M), Interactive Brokers Group, Inc. ($3.68M). It exited 0 positions entirely.
From the Form 13F-HR reports Hengistbury Investment Partners LLP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.