14B Captial Management Lp Top Holdings and 13F Report (2025) About 14B Captial Management LpInvestment Activity14B Captial Management Lp has $243.36 million in total holdings as of June 30, 2025.14B Captial Management Lp owns shares of 11 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 31.20% of the portfolio was purchased this quarter.About 35.19% of the portfolio was sold this quarter.This quarter, 14B Captial Management Lp has purchased 12 new stocks and bought additional shares in 2 stocks.14B Captial Management Lp sold shares of 5 stocks and completely divested from 5 stocks this quarter.Largest Holdings Shift4 Payments $49,257,670Mastercard $29,782,820Visa $26,628,750Cogent Communications $24,297,840Charter Communications $23,302,170 Largest New Holdings this Quarter 16119P108 - Charter Communications $23,302,170 Holding14040H105 - Capital One Financial $22,339,800 Holding40090E106 - GRUPO CIBEST SA $17,459,820 Holding12685J105 - Cable One $9,099,270 Holding Largest Purchases this Quarter Charter Communications 57,000 shares (about $23.30M)Capital One Financial 105,000 shares (about $22.34M)GRUPO CIBEST SA 378,000 shares (about $17.46M)Cable One 67,000 shares (about $9.10M)Cogent Communications 56,000 shares (about $2.70M) Largest Sales this Quarter Visa 8,000 shares (about $2.84M)Mastercard 5,000 shares (about $2.81M)Shift4 Payments 28,000 shares (about $2.78M)StoneCo 112,000 shares (about $1.80M)PagSeguro Digital 65,000 shares (about $626.60K) Sector Allocation Over TimeMap of 500 Largest Holdings of14B Captial Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFOURShift4 Payments$49,257,670$2,775,080 ▼-5.3%497,00020.2%Business ServicesMAMastercard$29,782,820$2,809,700 ▼-8.6%53,00012.2%Business ServicesVVisa$26,628,750$2,840,400 ▼-9.6%75,00010.9%Business ServicesCCOICogent Communications$24,297,840$2,699,760 ▲12.5%504,00010.0%Computer and TechnologyCHTRCharter Communications$23,302,170$23,302,170 ▲New Holding57,0009.6%Consumer DiscretionaryCOFCapital One Financial$22,339,800$22,339,800 ▲New Holding105,0009.2%FinanceSTNEStoneCo$19,039,480$1,796,480 ▼-8.6%1,187,0007.8%Computer and TechnologyGRUPO CIBEST SA$17,459,820$17,459,820 ▲New Holding378,0007.2%SPONSORED ADSPAGSPagSeguro Digital$12,628,400$626,600 ▼-4.7%1,310,0005.2%Business ServicesBABAAlibaba Group$9,526,440$1,020,690 ▲12.0%84,0003.9%Retail/WholesaleCABOCable One$9,099,270$9,099,270 ▲New Holding67,0003.7%Consumer DiscretionaryPINSPinterest$0$23,126,000 ▼-100.0%00.0%Computer and TechnologyDFSDiscover Financial Services$0$21,508,200 ▼-100.0%00.0%FinanceCIBBanColombia$0$14,914,200 ▼-100.0%00.0%FinanceMETAMeta Platforms$0$9,452,304 ▼-100.0%00.0%Computer and TechnologyPDDPDD$0$5,799,150 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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