Hengistbury Investment Partners LLP
London, X0
$311m in 4 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 11.1% of the portfolio this quarter.
Value
$311m
Stocks
4
Top 10 share
100.0%
Turnover
11.1%
What changed this quarter
New
Bought for the first time this quarter.
- T-Mobile USTMUS9.2% of the fund
Added
Bought more of a stock they already held.
- MastercardMA10.2% of the fund+54%
Cut
Sold some of their stake.
- VisaV52.4% of the fund-4%
- Interactive Brokers GroupIBKR28.2% of the fund-4%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| VisaV | 52.4% | $163m | 475,021 | -4% |
| Interactive Brokers GroupIBKR | 28.2% | $88m | 1,008,550 | -4% |
| MastercardMA | 10.2% | $32m | 61,687 | +54% |
| T-Mobile USTMUS | 9.2% | $29m | 170,642 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 112.5% since 30 June 2025.
Where the money is
Financial services90.8%
Media & telecom9.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.