14B Captial Management

14B Captial Management as of June 30, 2025

Portfolio Holdings for 14B Captial Management

14B Captial Management holds 11 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Shift4 Payments Class A (FOUR) 20.2 $49M 497k 99.11
Mastercard Class A (MA) 12.2 $30M 53k 561.94
Visa Com Class A (V) 10.9 $27M 75k 355.05
Cogent Communications Hldgs Com New (CCOI) 10.0 $24M 504k 48.21
Charter Communications Class A (CHTR) 9.6 $23M 57k 408.81
Capital One Financial (COF) 9.2 $22M 105k 212.76
Stoneco Com Class A (STNE) 7.8 $19M 1.2M 16.04
Grupo Cibest Sa Sponsored Ads (CIB) 7.2 $18M 378k 46.19
Pagseguro Digital Com Class A (PAGS) 5.2 $13M 1.3M 9.64
Alibaba Group Hldg Sponsored Ads (BABA) 3.9 $9.5M 84k 113.41
Cable One (CABO) 3.7 $9.1M 67k 135.81