13F HOLDINGS REPORT
14B Captial Management LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0002009911-25-000008
Total Value
$170.9M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SHIFT4 PAYMENTS INC | 82452J109 | 397,000 | $30.7M | 17.98% |
| 2 | MASTERCARD INC | MA | 43,000 | $24.5M | 14.31% |
| 3 | VISA INC | V | 70,000 | $23.9M | 13.98% |
| 4 | CHARTER COMMUNICATIONS INC | 16119P108 | 75,000 | $20.6M | 12.07% |
| 5 | STONECO LTD | STNE | 931,000 | $17.6M | 10.30% |
| 6 | COGENT COMMUNICATIONS HLDGS | CCOI | 449,633 | $17.2M | 10.09% |
| 7 | PAGSEGURO DIGITAL LTD | PAGS | 1,295,000 | $12.9M | 7.58% |
| 8 | CABLE ONE INC | CABO | 59,500 | $10.5M | 6.16% |
| 9 | CAPITAL ONE FINANCIAL CORP | 14040H105 | 33,000 | $7.0M | 4.11% |
| 10 | GRUPO CIBEST SA | CIB | 112,000 | $5.8M | 3.40% |