14B Captial Management LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$243.4B
Holdings
11
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FOURSHIFT4 PAYMENTS INC | 497,000 | $49.3B | 20.24% | |
| 2 | MAMASTERCARD INC | 53,000 | $29.8B | 12.24% | |
| 3 | VVISA INC | 75,000 | $26.6B | 10.94% | |
| 4 | OGM1COGENT COMMUNICATIONS HLDGS | 504,000 | $24.3B | 9.98% | |
| 5 | CHTRCHARTER COMMUNICATIONS INC | 57,000 | $23.3B | 9.58% | |
| 6 | COFCAPITAL ONE FINANCIAL CORP | 105,000 | $22.3B | 9.18% | |
| 7 | STNESTONECO LTD | 1,187,000 | $19.0B | 7.82% | |
| 8 | CIB1NGRUPO CIBEST SA | 378,000 | $17.5B | 7.17% | |
| 9 | PAGSPAGSEGURO DIGITAL LTD | 1,310,000 | $12.6B | 5.19% | |
| 10 | BABAALIBABA GROUP HLDG LTD | 84,000 | $9.5B | 3.91% | |
| 11 | CABOCABLE ONE INC | 67,000 | $9.1B | 3.74% |