Hengistbury Investment Partners LLP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Hengistbury Investment Partners LLP disclosed 3 US equity positions worth $137.1m in its Q4 2024 13F filing. The largest position was V at 57.3% of the reported book, followed by IBKR and BKNG. Against the Q3 2024 filing, it opened 0 new positions, added to 0 and reduced 3 among the top 3 holdings.
What did Hengistbury Investment Partners LLP own in Q4 2024? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | V VISA INC | Financial Services | 57.3% | $78.5m | 248,533 | -33% | reduced |
| 2 | IBKR INTERACTIVE BROKERS GROUP IN | Financial Services | 31.7% | $43.4m | 245,917 | -23% | reduced |
| 3 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 11.0% | $15.1m | 3,032 | -72% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.