14B Captial Management LP

Q2 2025 13F Holdings

  • Location
    la jolla, CA
  • Num holdings

    11

  • Value ($000)

    $243,362

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0002009911
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
FOUR
FOUR

SHIFT4 PAYMENTS INC

CLASS A
$49.26M
20 %

497,000

MA
MA

MASTERCARD INC

CLASS A
$29.78M
12 %

53,000

V
V

VISA INC

COM CLASS A
$26.63M
11 %

75,000

OGM1
OGM1

COGENT COMMUNICATIONS HLDGS

COM NEW
$24.30M
10 %

504,000

CHTR
CHTR

CHARTER COMMUNICATIONS INC

CLASS A
$23.30M
10 %

57,000

COF
COF

CAPITAL ONE FINANCIAL CORP

COM
$22.34M
9 %

105,000

---

STONECO LTD

COM CLASS A
$19.04M
8 %

1,187,000

---

GRUPO CIBEST SA

SPONSORED ADS
$17.46M
7 %

378,000

---

PAGSEGURO DIGITAL LTD

COM CLASS A
$12.63M
5 %

1,310,000

BABA
BABA

ALIBABA GROUP HLDG LTD

SPONSORED ADS
$9.53M
4 %

84,000

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