Hengistbury Investment Partners LLP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Hengistbury Investment Partners LLP disclosed 3 US equity positions worth $146.4m in its Q2 2025 13F filing. The largest position was V at 45.7% of the reported book, followed by IBKR and BKNG. Against the Q1 2025 filing, it opened 0 new positions, added to 1 and reduced 2 among the top 3 holdings.
What did Hengistbury Investment Partners LLP own in Q2 2025? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | V VISA INC | Financial Services | 45.7% | $66.9m | 188,318 | -6% | reduced |
| 2 | IBKR INTERACTIVE BROKERS GROUP IN | Financial Services | 43.0% | $63.0m | 1,136,084 | 365% | added |
| 3 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 11.3% | $16.6m | 2,868 | -5% | 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.