2026 Q2 Portfolio Activity
In 2026 Q2, Hengistbury Investment Partners LLP maintained a portfolio of 4 distinct positions. The most significant new addition was T-MOBILE US INC, now representing 9.20% of the total fund value. They heavily accumulated shares in MASTERCARD INCORPORATED, increasing the position by 54.2%.
Position History
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Total Positions
4
Quarter
2026 Q2
Top Holding
V (52.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-4 of 4
Hengistbury Investment Partners LLP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
V
VISA INC
|
Financial Services | 52.39% | 62.32% |
#1
Prev: #1
|
6.5 |
—
|
-20,097 | -4.1% |
P
S
|
475,021 | $162,974,955 | 2014 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IBKR
INTERACTIVE BRO...
|
Financial Services | 28.22% | 29.35% |
#2
Prev: #2
|
6.0 |
—
|
-42,284 | -4.0% |
P
S
|
1,008,550 | $87,784,192 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 10.19% | 8.32% |
#3
Prev: #3
|
8.0 |
—
|
21,687 | 54.2% |
P
S
|
61,687 | $31,682,443 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TMUS
T-MOBILE US INC
|
Communication Services | 9.20% | — |
#4
Prev: #—
|
7.7 |
—
|
170,642 | — |
NEW
|
170,642 | $28,621,783 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-4 of 4 holdings