Institutions / 14B Captial Management LP

14B Captial Management LP

CIK 2009911 · Institution · as of Dec 31, 2025
Portfolio value
$124.41M
Positions
18
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
Mastercard Inc$24.30M42,56019.5%
Visa Inc$24.29M69,26819.5%
Shift4 Payments, Inc.$24.24M385,00019.5%
Stoneco Ltd$9.01M609,0007.2%
Pagseguro Digital Ltd$7.02M728,0005.6%
Meta Platforms Inc$6.20M9,4005.0%
Charter Communications, Inc.$4.91M23,5003.9%
Capital One Financial Corp$4.85M20,0003.9%
Grupo Cibest S.A.CIBADR$4.45M70,0003.6%
MercadoLibre, Inc.$3.77M1,8703.0%
Cogent Communications Holdings, Inc.$3.67M170,0002.9%
Invesco Exchange Traded Fd T$2.30M12,0001.8%
Amazon.com Inc$1.38M6,0001.1%
Vanguard Star Fds$1.06M14,0000.8%
Microsoft Corp$967.2K2,0000.8%
Vanguard Tax-Managed Fds$874.6K14,0000.7%
Alphabet Inc.$626.0K2,0000.5%
Vanguard Index Fds$502.9K1,5000.4%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.