14B Captial Management Lp Top Holdings and 13F Report (2025) About 14B Captial Management LpInvestment Activity14B Captial Management Lp has $240.07 million in total holdings as of March 31, 2025.14B Captial Management Lp owns shares of 12 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 16.54% of the portfolio was purchased this quarter.About 12.70% of the portfolio was sold this quarter.This quarter, 14B Captial Management Lp has purchased 10 new stocks and bought additional shares in 6 stocks.14B Captial Management Lp sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings Shift4 Payments $42,897,750Mastercard $31,790,960Visa $29,088,180Cogent Communications $27,466,880Pinterest $23,126,000 Largest New Holdings this Quarter 01609W102 - Alibaba Group $9,917,250 Holding722304102 - PDD $5,799,150 Holding Largest Purchases this Quarter Cogent Communications 196,000 shares (about $12.02M)Alibaba Group 75,000 shares (about $9.92M)PDD 49,000 shares (about $5.80M)Discover Financial Services 32,000 shares (about $5.46M)Shift4 Payments 39,000 shares (about $3.19M) Largest Sales this Quarter Visa 44,000 shares (about $15.42M)Mastercard 19,000 shares (about $10.41M)Bancolombia 59,000 shares (about $2.37M)PagSeguro Digital 300,000 shares (about $2.29M) 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$42,897,750$3,186,690 ▲8.0%525,00017.9%Business ServicesMAMastercard$31,790,960$10,414,280 ▼-24.7%58,00013.2%Business ServicesVVisa$29,088,180$15,420,240 ▼-34.6%83,00012.1%Business ServicesCCOICogent Communications$27,466,880$12,016,760 ▲77.8%448,00011.4%Computer and TechnologyPINSPinterest$23,126,000$527,000 ▲2.3%746,0009.6%Computer and TechnologyDFSDiscover Financial Services$21,508,200$5,462,400 ▲34.0%126,0009.0%FinanceCIBBancolombia$14,914,200$2,371,800 ▼-13.7%371,0006.2%FinanceSTNEStoneCo$13,613,520$2,620,000 ▲23.8%1,299,0005.7%Computer and TechnologyPAGSPagSeguro Digital$10,491,250$2,289,000 ▼-17.9%1,375,0004.4%Business ServicesBABAAlibaba Group$9,917,250$9,917,250 ▲New Holding75,0004.1%Retail/WholesaleMETAMeta Platforms$9,452,304$172,908 ▲1.9%16,4003.9%Computer and TechnologyPDDPDD$5,799,150$5,799,150 ▲New Holding49,0002.4%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.
