14B Captial Management LP 13F Holdings
CIK 000319022 · LA JOLLA, CA
As of Sep 30, 2025, 14B Captial Management LP reported 10 positions worth
CIK 000319022 · LA JOLLA, CA
As of Sep 30, 2025, 14B Captial Management LP reported 10 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SHIFT4 PAYMENTS INC | FOUR | Technology | 397,000 | $30.7M | 17.98% |
| MASTERCARD INC | MA | Financial Services | 43,000 | $24.5M | 14.31% |
| VISA INC-CLASS A SHARES | V | Financial Services | 70,000 | $23.9M | 13.98% |
| CHARTER COMMUNICATIONS INC | CHTR | Communication Services | 75,000 | $20.6M | 12.07% |
| STONECO LTD | STNE | Technology | 931,000 | 7.6M | 10.30% |
| COGENT COMMUNICATIONS HOLDINGS INC | CCOI | Communication Services | 449,633 | 7.2M | 10.09% |
| PAGSEGURO DIGITAL LTD | PAGS | Technology | 1,295,000 | 3.0M | 7.58% |
| CABLE ONE INC | CABO | Communication Services | 59,500 | 0.5M | 6.16% |
| CAPITAL ONE FINANCIAL CORP | COF | Financial Services | 33,000 | $7.0M | 4.11% |
| GRUPO CIBEST AMERICAN DEPOSITARY S | CIB | Financial Services | 112,000 | $5.8M | 3.40% |