Institutional portfolios / 13F
14B Captial Management LP
A closer look at the portfolio, one quarter at a time.
Sign in to follow Export portfolio ↓ Export quarterly changes ↓- Reported portfolio value
- $124,410,875 As of December 31, 2025
- Positions
- 18 Across disclosed securities
- Top 5 weight
- 71.4% Share of reported value
View SEC filing · Published 2026-02-17 09:23 UTC
Inside the portfolio
Reported holdings
Quarterly comparison unavailable: complete reports and corporate-action evidence are required. Reported holdings remain available below.
| Security | Shares / principal | Reported value | Weight | Adjusted quarterly change |
|---|---|---|---|---|
MASTERCARD INCCLASS A · MA
Holding detailsReported CUSIP: 57636Q104 Reported row 8 · 0002009911-26-000002 Quarterly change unavailable. Security identity or split coverage is incomplete. |
42,560 SH | $24,296,653 | 19.53% |
—Comparison unavailable |
VISA INCCOM CLASS A
Holding detailsReported CUSIP: 92826C839 Reported row 18 · 0002009911-26-000002 Quarterly change unavailable. Security identity or split coverage is incomplete. |
69,268 SH | $24,292,980 | 19.53% |
—Comparison unavailable |
SHIFT4 PAYMENTS INCCLASS A · FOUR
Holding detailsReported CUSIP: 82452J109 Reported row 13 · 0002009911-26-000002 Quarterly change unavailable. Security identity or split coverage is incomplete. |
385,000 SH | $24,243,450 | 19.49% |
—Comparison unavailable |
STONECO LTDCOM CLASS A · STNE
Holding detailsReported CUSIP: G85158106 Reported row 14 · 0002009911-26-000002 Quarterly change unavailable. Security identity or split coverage is incomplete. |
609,000 SH | $9,007,110 | 7.24% |
—Comparison unavailable |
PAGSEGURO DIGITAL LTDCOM CLASS A · PAGS
Holding detailsReported CUSIP: G68707101 Reported row 12 · 0002009911-26-000002 Quarterly change unavailable. Security identity or split coverage is incomplete. |
728,000 SH | $7,017,920 | 5.64% |
—Comparison unavailable |
META PLATFORMSCLASS A · META
Holding detailsReported CUSIP: 30303M102 Reported row 10 · 0002009911-26-000002 Quarterly change unavailable. Security identity or split coverage is incomplete. |
9,400 SH | $6,204,846 | 4.99% |
—Comparison unavailable |
CHARTER COMMUNICATIONS INCCLASS A · CHTR
Holding detailsReported CUSIP: 16119P108 Reported row 4 · 0002009911-26-000002 Quarterly change unavailable. Security identity or split coverage is incomplete. |
23,500 SH | $4,905,625 | 3.94% |
—Comparison unavailable |
CAPITAL ONE FINANCIAL CORPCOM · COF
Holding detailsReported CUSIP: 14040H105 Reported row 3 · 0002009911-26-000002 Quarterly change unavailable. Security identity or split coverage is incomplete. |
20,000 SH | $4,847,200 | 3.90% |
—Comparison unavailable |
GRUPO CIBEST SASPONSORED ADS · CIB
Holding detailsReported CUSIP: 40090E106 Reported row 6 · 0002009911-26-000002 Quarterly change unavailable. Security identity or split coverage is incomplete. |
70,000 SH | $4,452,700 | 3.58% |
—Comparison unavailable |
MERCADOLIBRE INCCOM · MELI
Holding detailsReported CUSIP: 58733R102 Reported row 9 · 0002009911-26-000002 Quarterly change unavailable. Security identity or split coverage is incomplete. |
1,870 SH | $3,766,666 | 3.03% |
—Comparison unavailable |
COGENT COMMUNICATIONS HLDGSCOM NEW · CCOI
Holding detailsReported CUSIP: 19239V302 Reported row 5 · 0002009911-26-000002 Quarterly change unavailable. Security identity or split coverage is incomplete. |
170,000 SH | $3,665,200 | 2.95% |
—Comparison unavailable |
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT
Holding detailsReported CUSIP: 46137V357 Reported row 7 · 0002009911-26-000002 Quarterly change unavailable. Security identity or split coverage is incomplete. |
12,000 SH | $2,298,720 | 1.85% |
—Comparison unavailable |
AMAZON COM INCCOM · AMZN
Holding detailsReported CUSIP: 023135106 Reported row 2 · 0002009911-26-000002 Quarterly change unavailable. Security identity or split coverage is incomplete. |
6,000 SH | $1,384,920 | 1.11% |
—Comparison unavailable |
VANGUARD STAR FDSVG TL INTL STK F
Holding detailsReported CUSIP: 921909768 Reported row 16 · 0002009911-26-000002 Quarterly change unavailable. Security identity or split coverage is incomplete. |
14,000 SH | $1,056,160 | 0.85% |
—Comparison unavailable |
MICROSOFT CORPCOM · MSFT
Holding detailsReported CUSIP: 594918104 Reported row 11 · 0002009911-26-000002 Quarterly change unavailable. Security identity or split coverage is incomplete. |
2,000 SH | $967,240 | 0.78% |
—Comparison unavailable |
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT
Holding detailsReported CUSIP: 921943858 Reported row 17 · 0002009911-26-000002 Quarterly change unavailable. Security identity or split coverage is incomplete. |
14,000 SH | $874,580 | 0.70% |
—Comparison unavailable |
ALPHABET INCCLASS A · GOOGL
Holding detailsReported CUSIP: 02079K305 Reported row 1 · 0002009911-26-000002 Quarterly change unavailable. Security identity or split coverage is incomplete. |
2,000 SH | $626,000 | 0.50% |
—Comparison unavailable |
VANGUARD INDEX FDSTOTAL STK MKT
Holding detailsReported CUSIP: 922908769 Reported row 15 · 0002009911-26-000002 Quarterly change unavailable. Security identity or split coverage is incomplete. |
1,500 SH | $502,905 | 0.40% |
—Comparison unavailable |