Hengistbury Investment Partners LLP BKNG — BOOKING HLDGS INC

Ownership history in Hengistbury Investment Partners LLP  ·  21 quarters on record

AI Ownership Summary

Hengistbury Investment Partners LLP reported BOOKING HLDGS INC (BKNG) in 21 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 19.81% in 2024 Q2. The latest visible filing shows BKNG at 6.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BKNG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hengistbury Investment Partners LLP's position in BOOKING HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BKNG was reported at 6.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
19.81% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BKNG stock page Hengistbury Investment Partners LLP fund profile Hengistbury Investment Partners LLP full holdings
How Hengistbury Investment Partners LLP held BKNG — position size vs. price
% of Fund (quarterly)    BKNG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 2,868 — 0% 6.90% $15.4M 2026-02-13 $164.44
2025 Q3 UNCHANGED — — — 2,868 — 0% 9.80% $15.5M 2025-11-12 $205.15
2025 Q2 REDUCED 5.4% -5.6% ✅ 2,868 -164 -5.4% 11.34% $16.6M 2025-08-13 $215.57
2025 Q1 UNCHANGED — — — 3,032 — 0% 8.06% $14.0M 2025-05-09 $200.37
2024 Q4 REDUCED 72.4% -7.1% ✅ 3,032 -7,964 -72.4% 10.99% $15.1M 2025-02-12 $197.81
2024 Q3 REDUCED 7.8% +18.7% ❌ 10,996 -931 -7.8% 18.98% $46.3M 2024-11-14 $195.63
2024 Q2 ADDED — — — 11,927 +2,010 +20.3% 19.81% $47.2M 2024-08-13 $140.08
2024 Q1 UNCHANGED — — — 9,917 — 0% 15.80% $36.0M 2024-05-14 $147.80
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BKNG

As of 2026 Q2 — sorted by position size

TB Capital Gestao de Recursos Ltda. 12.44% Twin Lions Management LLC 11.31% Metropolis Capital Ltd 3Y 7Y 11.16% Rothschild & Co Wealth Management UK Ltd 3Y 11.04% Investidor Profissional Gestao de Recursos Ltda. 3Y 9.93% GUARDCAP ASSET MANAGEMENT Ltd 3Y 7Y 8.65% Dorsey Asset Management, LLC 3Y 7Y 8.46% Prevatt Capital Ltd 8.39% JACKSON HILL ADVISORS, LLC 3Y 8.35% TIMUCUAN ASSET MANAGEMENT INC/FL 3Y 7Y 7.75%

FAQ About Hengistbury Investment Partners LLP and BKNG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hengistbury Investment Partners LLP reported owning BKNG?

Hengistbury Investment Partners LLP reported BKNG across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported BKNG position in Hengistbury Investment Partners LLP's portfolio?

The largest reported portfolio weight for BKNG was 19.81% in 2024 Q2.

What is the latest reported BKNG position on this page?

The most recent filing on this page is 2025 Q4, when Hengistbury Investment Partners LLP reported 2,868 shares, equal to 6.90% of portfolio, with an estimated market value of $15.4M.

What does the chart on this BKNG ownership page compare?

The chart compares Hengistbury Investment Partners LLP's quarterly BKNG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hengistbury Investment Partners LLP time their BKNG position?

Based on 13F filing dates vs. subsequent BKNG price moves, Hengistbury Investment Partners LLP correctly timed 4 out of 14 reported position changes (29%). The annualised alpha on BKNG relative to SPY over the holding period was -0.9%.

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