14B Captial Management Lp Top Holdings and 13F Report (2025) About 14B Captial Management LpInvestment Activity14B Captial Management Lp has $229.79 million in total holdings as of December 31, 2024.14B Captial Management Lp owns shares of 10 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 6.34% of the portfolio was purchased this quarter.About 9.26% of the portfolio was sold this quarter.This quarter, 14B Captial Management Lp has purchased 10 new stocks and bought additional shares in 3 stocks.14B Captial Management Lp sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings Shift4 Payments $50,437,080Mastercard $40,545,890Visa $40,137,080Pinterest $21,141,000Cogent Communications $19,421,640 Largest Purchases this Quarter Pinterest 309,000 shares (about $8.96M)Cogent Communications 39,000 shares (about $3.01M)PagSeguro Digital 415,000 shares (about $2.60M) Largest Sales this Quarter Discover Financial Services 67,000 shares (about $11.61M)Shift4 Payments 74,000 shares (about $7.68M)StoneCo 250,000 shares (about $1.99M) 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$50,437,080$7,679,720 ▼-13.2%486,00021.9%Business ServicesMAMastercard$40,545,8900.0%77,00017.6%Business ServicesVVisa$40,137,0800.0%127,00017.5%Business ServicesPINSPinterest$21,141,000$8,961,000 ▲73.6%729,0009.2%Computer and TechnologyCCOICogent Communications$19,421,640$3,005,730 ▲18.3%252,0008.5%Computer and TechnologyDFSDiscover Financial Services$16,283,620$11,606,410 ▼-41.6%94,0007.1%FinanceCIBBancolombia$13,549,3000.0%430,0005.9%FinancePAGSPagSeguro Digital$10,485,500$2,597,900 ▲32.9%1,675,0004.6%Business ServicesMETAMeta Platforms$9,426,7110.0%16,1004.1%Computer and TechnologySTNEStoneCo$8,360,530$1,992,500 ▼-19.2%1,049,0003.6%Computer and TechnologyShowing 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.
