14B Captial Management LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$240.1B
Holdings
12
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FOURSHIFT4 PAYMENTS INC | 525,000 | $42.9B | 17.87% | |
| 2 | MAMASTERCARD INC | 58,000 | $31.8B | 13.24% | |
| 3 | VVISA INC | 83,000 | $29.1B | 12.12% | |
| 4 | OGM1COGENT COMMUNICATIONS HLDGS | 448,000 | $27.5B | 11.44% | |
| 5 | PINSPINTEREST INC | 746,000 | $23.1B | 9.63% | |
| 6 | DFSEURDISCOVER FINANCIAL SERVICES | 126,000 | $21.5B | 8.96% | |
| 7 | CIBEURBANCOLOMBIA S A | 371,000 | $14.9B | 6.21% | |
| 8 | STNESTONECO LTD | 1,299,000 | $13.6B | 5.67% | |
| 9 | PAGSPAGSEGURO DIGITAL LTD | 1,375,000 | $10.5B | 4.37% | |
| 10 | BABAALIBABA GROUP HLDG LTD | 75,000 | $9.9B | 4.13% | |
| 11 | METAMETA PLATFORMS INC | 16,400 | $9.5B | 3.94% | |
| 12 | PDDPDD HOLDINGS INC | 49,000 | $5.8B | 2.42% |