14B Captial Management LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$170.9B
Holdings
10
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FOURSHIFT4 PAYMENTS INC | 397,000 | $30.7B | 17.98% | |
| 2 | MAMASTERCARD INC | 43,000 | $24.5B | 14.31% | |
| 3 | VVISA INC | 70,000 | $23.9B | 13.98% | |
| 4 | CHTRCHARTER COMMUNICATIONS INC | 75,000 | $20.6B | 12.07% | |
| 5 | STNESTONECO LTD | 931,000 | $17.6B | 10.30% | |
| 6 | OGM1COGENT COMMUNICATIONS HLDGS | 449,633 | $17.2B | 10.09% | |
| 7 | PAGSPAGSEGURO DIGITAL LTD | 1,295,000 | $12.9B | 7.58% | |
| 8 | CABOCABLE ONE INC | 59,500 | $10.5B | 6.16% | |
| 9 | COFCAPITAL ONE FINANCIAL CORP | 33,000 | $7.0B | 4.11% | |
| 10 | CIB1NGRUPO CIBEST SA | 112,000 | $5.8B | 3.40% |