Hengistbury Investment Partners LLP: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1574717) · Explore on the interactive board
Hengistbury Investment Partners LLP disclosed 4 US equity positions worth $311.1m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is V at 52.4% of the reported book, followed by IBKR, MA. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 3 equal-weight positions. Versus the prior filing it opened 1 new position, added to 1, reduced 2 and exited 0. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Hengistbury Investment Partners LLP own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 1 new, 1 added, 2 reduced, 0 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | V VISA INC | Financial Services | 52.4% | $163.0m | 475,021 | -4% | reduced |
| 2 | IBKR INTERACTIVE BROKERS GROUP IN | Financial Services | 28.2% | $87.8m | 1,008,550 | -4% | reduced |
| 3 | MA MASTERCARD INCORPORATED | Financial Services | 10.2% | $31.7m | 61,687 | 54% | added |
| 4 | TMUS T-MOBILE US INC | Communication Services | 9.2% | $28.6m | 170,642 | – | new |
Sector mix
| Sector | Weight |
|---|---|
| Financial Services | 90.8% |
| Communication Services | 9.2% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Hengistbury Investment Partners LLP's portfolio?
Across every quarter Hengistbury Investment Partners LLP has filed, its median largest position is 57.4% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%).