14B Captial Management LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CABLE ONE INC | 67,000 | 59,500 | -7,500 | 9,099,270 | 10,534,475 | 6.16% | +1,435,205 |
| PAGSEGURO DIGITAL LTD(PAGS) | 1,310,000 | 1,295,000 | -15,000 | 12,628,400 | 12,950,000 | 7.58% | +321,600 |
| STONECO LTD(STNE) | 1,187,000 | 931,000 | -256,000 | 19,039,480 | 17,605,210 | 10.30% | -1,434,270 |
| CHARTER COMMUNICATIONS INC(CHTR) | 57,000 | 75,000 | +18,000 | 23,302,170 | 20,632,875 | 12.07% | -2,669,295 |
| VISA INC(V) | 75,000 | 70,000 | -5,000 | 26,628,750 | 23,896,600 | 13.98% | -2,732,150 |
| MASTERCARD INC(MA) | 53,000 | 43,000 | -10,000 | 29,782,820 | 24,458,830 | 14.31% | -5,323,990 |
| COGENT COMMUNICATIONS HLDGS | 504,000 | 449,633 | -54,367 | 24,297,840 | 17,243,426 | 10.09% | -7,054,414 |
| ALIBABA GROUP HLDG LTD(BABA) | 84,000 | 0 | -84,000 | 9,526,440 | 0 | — | -9,526,440 |
| GRUPO CIBEST SA | 378,000 | 112,000 | -266,000 | 17,459,820 | 5,817,280 | 3.40% | -11,642,540 |
| CAPITAL ONE FINANCIAL CORP(COF) | 105,000 | 33,000 | -72,000 | 22,339,800 | 7,015,140 | 4.11% | -15,324,660 |
| SHIFT4 PAYMENTS INC(FOUR) | 497,000 | 397,000 | -100,000 | 49,257,670 | 30,727,800 | 17.98% | -18,529,870 |