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14B Captial Management LP
Period ended Dec 31, 2025 · Latest filing Feb 17, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Dec 31, 2025: $124,410,875
More quarters will appear as history becomes available.
Top holdings
Top 10 at Dec 31, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- MASTERCARD INC · CLASS A · 57636Q104 · shares: $24,296,653
- VISA INC · COM CLASS A · 92826C839 · shares: $24,292,980
- SHIFT4 PAYMENTS INC · CLASS A · 82452J109 · shares: $24,243,450
- STONECO LTD · COM CLASS A · G85158106 · shares: $9,007,110
- PAGSEGURO DIGITAL LTD · COM CLASS A · G68707101 · shares: $7,017,920
- META PLATFORMS · CLASS A · 30303M102 · shares: $6,204,846
- CHARTER COMMUNICATIONS INC · CLASS A · 16119P108 · shares: $4,905,625
- CAPITAL ONE FINANCIAL CORP · COM · 14040H105 · shares: $4,847,200
- GRUPO CIBEST SA · SPONSORED ADS · 40090E106 · shares: $4,452,700
- MERCADOLIBRE INC · COM · 58733R102 · shares: $3,766,666
Reported holdings
18 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| MASTERCARD INC | CLASS A | 57636Q104 | — | 42,560 shares | $24,296,653 |
| VISA INC | COM CLASS A | 92826C839 | — | 69,268 shares | $24,292,980 |
| SHIFT4 PAYMENTS INC | CLASS A | 82452J109 | — | 385,000 shares | $24,243,450 |
| STONECO LTD | COM CLASS A | G85158106 | — | 609,000 shares | $9,007,110 |
| PAGSEGURO DIGITAL LTD | COM CLASS A | G68707101 | — | 728,000 shares | $7,017,920 |
| META PLATFORMS | CLASS A | 30303M102 | — | 9,400 shares | $6,204,846 |
| CHARTER COMMUNICATIONS INC | CLASS A | 16119P108 | — | 23,500 shares | $4,905,625 |
| CAPITAL ONE FINANCIAL CORP | COM | 14040H105 | — | 20,000 shares | $4,847,200 |
| GRUPO CIBEST SA | SPONSORED ADS | 40090E106 | — | 70,000 shares | $4,452,700 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 1,870 shares | $3,766,666 |
| COGENT COMMUNICATIONS HLDGS | COM NEW | 19239V302 | — | 170,000 shares | $3,665,200 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 12,000 shares | $2,298,720 |
| AMAZON COM INC | COM | 023135106 | — | 6,000 shares | $1,384,920 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 14,000 shares | $1,056,160 |
| MICROSOFT CORP | COM | 594918104 | — | 2,000 shares | $967,240 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 14,000 shares | $874,580 |
| ALPHABET INC | CLASS A | 02079K305 | — | 2,000 shares | $626,000 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 1,500 shares | $502,905 |