Fund Holdings14B Captial Management LP

Total Portfolio Value
$229.79M
Total Bought
$11.16M
Total Sold
$13.39M
Net Transaction
-$2.23M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
PINTEREST INC(PINS)420,000729,000+309,00013,59521,1419.20%+7,546
VISA INC(V)127,000127,000034,91940,13717.47%+5,218
COGENT COMMUNICATIONS HLDGS213,000252,000+39,00016,17119,4228.45%+3,251
MASTERCARD INC(MA)77,00077,000038,02340,54617.64%+2,523
SHIFT4 PAYMENTS INC(FOUR)560,000486,000-74,00049,61650,43721.95%+821
META PLATFORMS INC(META)16,10016,10009,2169,4274.10%+210
BANCOLOMBIA S A430,000430,000013,49313,5495.90%+56
PAGSEGURO DIGITAL LTD(PAGS)1,260,0001,675,000+415,00010,84910,4864.56%-363
STONECO LTD(STNE)1,299,0001,049,000-250,00014,6278,3613.64%-6,266
DISCOVER FINANCIAL SERVICES161,00094,000-67,00022,58716,2847.09%-6,303
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