The Analysis of 14B Captial Management LP's Holdings

Currently, 14B Captial Management LP holds 18 types of securities in its portfolio with a total value $124.4M. In the most recent quarter, they have increased their positions in META (+9.4K shares, valued at $6.2M), MELI (+1.9K shares, valued at $3.8M), N/A (+12.0K shares, valued at $2.3M); decreased their positions in CHTR (-51.5K shares, valued at $10.8M), CCOI (-279.6K shares, valued at $6.0M), PAGS (-567.0K shares, valued at $5.5M); initiated new positions in META (+9.4K shares, valued at $6.2M), MELI (+1.9K shares, valued at $3.8M), N/A (+12.0K shares, valued at $2.3M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MA MASTERCARD INC42.6K shares-1.02%2025-12-312026-02-17

V VISA INC69.3K shares-1.05%2025-12-312026-02-17

FOUR SHIFT4 PAYMENTS INC385.0K shares-3.02%2025-12-312026-02-17

STNE STONECO LTD609.0K shares-34.59%2025-12-312026-02-17

PAGS PAGSEGURO DIGITAL LTD728.0K shares-43.78%2025-12-312026-02-17

META META PLATFORMS9.4K sharesnew addition2025-12-312026-02-17

CHTR CHARTER COMMUNICATIONS INC23.5K shares-68.67%2025-12-312026-02-17

COF CAPITAL ONE FINANCIAL CORP20.0K shares-39.39%2025-12-312026-02-17

Sponsored

GRUPO CIBEST SA GRUPO CIBEST SA70.0K shares-37.50%2025-12-312026-02-17

MELI MERCADOLIBRE INC1.9K sharesnew addition2025-12-312026-02-17

CCOI COGENT COMMUNICATIONS HLDGS170.0K shares-62.19%2025-12-312026-02-17

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T12.0K sharesnew addition2025-12-312026-02-17

AMZN AMAZON COM INC6.0K sharesnew addition2025-12-312026-02-17

VXUS VANGUARD STAR FDS14.0K sharesnew addition2025-12-312026-02-17

MSFT MICROSOFT CORP2.0K sharesnew addition2025-12-312026-02-17

VEA VANGUARD TAX-MANAGED FDS14.0K sharesnew addition2025-12-312026-02-17