13F HOLDINGS REPORT
14B Captial Management LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0002009911-25-000003
Total Value
$229.8M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SHIFT4 PAYMENTS INC | 82452J109 | 486,000 | $50.4M | 21.95% |
| 2 | MASTERCARD INC | MA | 77,000 | $40.5M | 17.64% |
| 3 | VISA INC | V | 127,000 | $40.1M | 17.47% |
| 4 | PINTEREST INC | PINS | 729,000 | $21.1M | 9.20% |
| 5 | COGENT COMMUNICATIONS HLDGS | CCOI | 252,000 | $19.4M | 8.45% |
| 6 | DISCOVER FINANCIAL SERVICES | 254709108 | 94,000 | $16.3M | 7.09% |
| 7 | BANCOLOMBIA S A | 05968L102 | 430,000 | $13.5M | 5.90% |
| 8 | PAGSEGURO DIGITAL LTD | PAGS | 1,675,000 | $10.5M | 4.56% |
| 9 | META PLATFORMS INC | META | 16,100 | $9.4M | 4.10% |
| 10 | STONECO LTD | STNE | 1,049,000 | $8.4M | 3.64% |