14B Captial Management LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$124.4M
Holdings
18
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MAMASTERCARD INC | 42,560 | $24.3M | 19.53% | |
| 2 | VVISA INC | 69,268 | $24.3M | 19.53% | |
| 3 | FOURSHIFT4 PAYMENTS INC | 385,000 | $24.2M | 19.49% | |
| 4 | STNESTONECO LTD | 609,000 | $9.0M | 7.24% | |
| 5 | PAGSPAGSEGURO DIGITAL LTD | 728,000 | $7.0M | 5.64% | |
| 6 | METAMETA PLATFORMS | 9,400 | $6.2M | 4.99% | |
| 7 | CHTRCHARTER COMMUNICATIONS INC | 23,500 | $4.9M | 3.94% | |
| 8 | COFCAPITAL ONE FINANCIAL CORP | 20,000 | $4.8M | 3.90% | |
| 9 | CIB1NGRUPO CIBEST SA | 70,000 | $4.5M | 3.58% | |
| 10 | MLB1MERCADOLIBRE INC | 1,870 | $3.8M | 3.03% | |
| 11 | OGM1COGENT COMMUNICATIONS HLDGS | 170,000 | $3.7M | 2.95% | |
| 12 | RSPINVESCO EXCHANGE TRADED FD T | 12,000 | $2.3M | 1.85% | |
| 13 | AMZNAMAZON COM INC | 6,000 | $1.4M | 1.11% | |
| 14 | VXUSVANGUARD STAR FDS | 14,000 | $1.1M | 0.85% | |
| 15 | MSFTMICROSOFT CORP | 2,000 | $967K | 0.78% | |
| 16 | VEAVANGUARD TAX-MANAGED FDS | 14,000 | $874K | 0.70% | |
| 17 | GOOGLALPHABET INC | 2,000 | $626K | 0.50% | |
| 18 | VTIVANGUARD INDEX FDS | 1,500 | $502K | 0.40% |