StockDriftsStockDriftsTop 4 Hengistbury Investment Partners LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | 52.39% | 475.0K | $163.0M | -4.06%(-20.10K) | $247.83(+46.04%) | 2026-06-30 | |
| IBKR | INTERACTIVE BROKERS GROUP IN | 28.22% | 1.01M | $87.8M | -4.02%(-42.28K) | $33.80(+178.88%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 10.19% | 61.7K | $31.7M | +54.22%(+21.69K) | $480.25(+18.03%) | 2026-06-30 | |
| TMUS | T-MOBILE US INC | 9.2% | 170.6K | $28.6M | new | $190.83(-6.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.90% | +81.15% | +8.10% | +47.60% |
| Top 20 Holdings Unweighted | +17.51% | +62.26% | +2.10% | +10.97% |
Hengistbury Investment Partners LLP reports $311.06M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are V (52.4%), IBKR (28.2%) and MA (10.2%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +81.15% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hengistbury Investment Partners LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1574717). View Hengistbury Investment Partners LLP’s 13F filings on SEC