Hengistbury Investment Partners LLP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Hengistbury Investment Partners LLP disclosed 5 US equity positions worth $173.3m in its Q1 2025 13F filing. The largest position was V at 40.3% of the reported book, followed by IBKR and EXPE. Against the Q4 2024 filing, it opened 2 new positions, added to 0 and reduced 2 among the top 5 holdings.
What did Hengistbury Investment Partners LLP own in Q1 2025? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | V VISA INC | Financial Services | 40.3% | $69.9m | 199,333 | -20% | reduced |
| 2 | IBKR INTERACTIVE BROKERS GROUP IN | Financial Services | 23.4% | $40.5m | 244,497 | -1% | reduced |
| 3 | EXPE EXPEDIA GROUP INC | Consumer Cyclical | 22.5% | $39.0m | 231,776 | – | new |
| 4 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 8.1% | $14.0m | 3,032 | 0% | held |
| 5 | HRI HERC HLDGS INC | Industrials | 5.8% | $10.1m | 75,000 | – | new |
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.