Hengistbury Investment Partners LLP
•CIK: 1574717•Filing: Q4 2025
**Hengistbury Investment Partners LLP** manages $223M across a concentrated portfolio of four key positions. The fund exhibits significant conviction in technology and financial infrastructure, with its largest holding in Vanguard ($111.5M) and Interactive Brokers ($73.1M). Further allocations include Mastercard ($22.8M) and Booking Holdings ($15.4M). This structure suggests a focused, high-conviction approach targeting established market leaders.
Total AUM
$222.7M
QoQ Performance
+41.0%
Positions
4
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
V
IBKR
MA
BKNG
V50.0%
IBKR32.8%
MA10.3%
BKNG6.9%
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Financial60.3%
Other32.8%
Consumer6.9%
Changes from Q3 2025
NEW1 new position
↑1 increased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023