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Hengistbury Investment Partners LLP

CIK:0001574717
Hedge Fund
$146M AUM
3 holdings
London, United Kingdom
Founded:2011
Latest filing:Jun 30, 2025

Hengistbury Investment Partners LLP is a hedge fund and investment management firm headquartered in London, United Kingdom. Founded in 2011, the firm manages client portfolios, primarily through its flagship Hengistbury Master Fund. The latest filings indicate an employee count that is not publicly available but is believed to be small. Hengistbury serves institutional and professional investors and is known for managing concentrated equity portfolios.

Investment Strategy

Hengistbury Investment Partners LLP focuses on concentrated equity strategies, investing predominantly in large-cap global equities with significant positions in companies such as Visa, Interactive Brokers Group, and Booking Holdings. The firm exercises deep fundamental research and aims to capture value through long-term holding periods and active portfolio adjustments. Their approach is opportunistic, value-driven, and focused on outsized returns with selective positions.

Latest 13F Filing Activity

Hengistbury Investment Partners LLP filed their most recent 13F report on Jun 30, 2025 disclosing 3 equity positions with a total 13F market value of $146M. The fund increased holdings in Interactive Brokers Group in, Booking Holdings Inc., Visa Inc.. Hengistbury Investment Partners LLP reduced exposure to Expedia Group Inc., Herc HLDGS Inc., Visa Inc. among others.

Top Buys
I
IBKRINTERACTIVE BROKERS GROUP IN
+$22.5M
V
VVISA INC
-$3.0M
B
BKNGBOOKING HOLDINGS INC
+$2.6M
Top Sells
E
EXPEEXPEDIA GROUP INC
-$39.0M
I
IBKRINTERACTIVE BROKERS GROUP IN
+$22.5M
H
HRIHERC HLDGS INC
-$10.1M
V
VVISA INC
-$3.0M
B
BKNGBOOKING HOLDINGS INC
+$2.6M

Top Holdings

V
VVISA INC
+45.7%$66.9M
I
IBKRINTERACTIVE BROKERS GROUP IN
+43.0%$63.0M
B
BKNGBOOKING HOLDINGS INC
+11.3%$16.6M

Equity Positions (3)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
V
V
VISA INC45.67%$66.9M188,318$126.41$355.05-$3.0M
INTERACTIVE BROKERS GROUP IN42.99%$63.0M1,136,084$72.46$55.41+$22.5M
BOOKING HOLDINGS INC11.34%$16.6M2,868$2473.22$5789.24+$2.6M

Industry Allocation

SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+49.5%
SERVICES-BUSINESS SERVICES, NEC
+40.7%
TRANSPORTATION SERVICES
+9.8%