Hengistbury Investment Partners LLP 13F: Quarter-over-Quarter Portfolio Changes
Hengistbury Investment Partners LLP reported a disclosed portfolio value of approximately $311.1 million in its latest SEC Form 13F-HR filing for Q2 2026, up 29.6% quarter on quarter. Over the quarter, the fund initiated 1 new position, bought more shares in 1 holding, and trimmed 2 holdings.
Hengistbury Investment Partners LLP's top buy was a new stake in T-Mobile US INC (TMUS) , equal to 9.2% of the disclosed portfolio. Its top sell was Visa Inc-Class a Shrs (V) . The fund sold 4.1% of its previously reported shares, reducing the position's portfolio weight by 9.9 percentage points.
New PositionsQ2 2026
Securities disclosed for the first time in Q2 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| T-MOBILE US INC | TMUS | 9.2% | History → |
Top BuysQ2 2026
The fund's top buys among existing positions in Q2 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| MASTERCARD INC-CLASS A | MA | +1.9% | +54.2% | History → |
Top SellsQ2 2026
The fund's top sells among positions it retained in Q2 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| VISA INC-CLASS A SHRS | V | -9.9% | 4.1% | History → |
| INTERACTIVE BROKERS GROUP IN | IBKR | -1.1% | 4.0% | History → |
Net Portfolio Value ChangeQ2 2026
- $0.2BPrior quarter
- $0.3BCurrent quarter
- +$0.1BNet delta
- +29.6%% change
Methodology & FAQ
How Hengistbury Investment Partners LLP Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for Hengistbury Investment Partners LLP: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description, including how confidential treatment filings are handled, is documented in the Methodology.
What stocks did Hengistbury Investment Partners LLP buy in Q2 2026?
In Q2 2026, Hengistbury Investment Partners LLP initiated 1 new position (T-MOBILE US INC (TMUS)); bought more shares of MASTERCARD INC-CLASS A (MA).
What stocks did Hengistbury Investment Partners LLP sell in Q2 2026?
In Q2 2026, Hengistbury Investment Partners LLP reduced holdings in VISA INC-CLASS A SHRS (V), INTERACTIVE BROKERS GROUP IN (IBKR).
Which positions did Hengistbury Investment Partners LLP initiate in Q2 2026?
Hengistbury Investment Partners LLP established 1 new position in Q2 2026: T-MOBILE US INC (TMUS, 9.2%).
Which existing positions saw the largest allocation increases for Hengistbury Investment Partners LLP in Q2 2026?
Of 1 existing position with share-count increases in Q2 2026, the largest were: MASTERCARD INC-CLASS A (MA, +1.9% weight, +54.2% shares).
Which positions did Hengistbury Investment Partners LLP fully exit in Q2 2026?
Hengistbury Investment Partners LLP fully exited no positions in Q2 2026.
Which existing positions saw the largest allocation reductions for Hengistbury Investment Partners LLP in Q2 2026?
Of 2 existing positions with share-count reductions in Q2 2026, the largest were: VISA INC-CLASS A SHRS (V, -9.9% weight, -4.1% shares), INTERACTIVE BROKERS GROUP IN (IBKR, -1.1% weight, -4.0% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.