14B Captial Management as of Sept. 30, 2025
Portfolio Holdings for 14B Captial Management
14B Captial Management holds 10 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shift4 Payments Class A (FOUR) | 18.0 | $31M | 397k | 77.40 | |
| Mastercard Class A (MA) | 14.3 | $25M | 43k | 568.81 | |
| Visa Com Class A (V) | 14.0 | $24M | 70k | 341.38 | |
| Charter Communications Class A (CHTR) | 12.1 | $21M | 75k | 275.11 | |
| Stoneco Com Class A (STNE) | 10.3 | $18M | 931k | 18.91 | |
| Cogent Communications Hldgs Com New (CCOI) | 10.1 | $17M | 450k | 38.35 | |
| Pagseguro Digital Com Class A (PAGS) | 7.6 | $13M | 1.3M | 10.00 | |
| Cable One (CABO) | 6.2 | $11M | 60k | 177.05 | |
| Capital One Financial (COF) | 4.1 | $7.0M | 33k | 212.58 | |
| Grupo Cibest Sa Sponsored Ads (CIB) | 3.4 | $5.8M | 112k | 51.94 |
