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14B Captial Management LP13F | |
| 14B Captial Management LP | |
| Last update 2025-02-14 | 10 Stocks (0 new) |
| Value $230.00 Mil | Turnover 6 % |
14B Captial Management LP Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOUR | Shift4 Payments Inc | 486,000 | 50,437.1 | -13.21% | 21.950 | -2.94% | 0.690 | -29.33% | -17.59% | 5,886.1 | Software | |
MA | Mastercard Inc | 77,000 | 40,545.9 | 0% | 17.640 | 0% | 0.010 | +1.21% | +8.32% | 516,371.8 | Credit Services | |
V | Visa Inc | 127,000 | 40,137.1 | 0% | 17.470 | 0% | 0.010 | +1.47% | +11.74% | 675,351.6 | Credit Services | |
PINS | Pinterest Inc | 729,000 | 21,141.0 | +73.57% | 9.200 | +3.90% | 0.110 | -26.95% | +0.76% | 19,771.0 | Interactive Media | |
CCOI | Cogent Communications Holdings Inc | 252,000 | 19,421.6 | +18.31% | 8.450 | +1.31% | 0.510 | -38.25% | -35.59% | 2,414.1 | Telecommunication Services | |
DFS | Discover Financial Services | 94,000 | 16,283.6 | -41.61% | 7.090 | -4.21% | 0.040 | -4.53% | +10.10% | 47,831.8 | Credit Services | |
CIB | BanColombia SA | 430,000 | 13,549.3 | 0% | 5.900 | 0% | 0.180 | +16.06% | +45.05% | 9,897.3 | Banks | |
PAGS | PagSeguro Digital Ltd | 1,675,000 | 10,485.5 | +32.94% | 4.560 | +1.13% | 0.540 | +32.57% | +57.35% | 2,992.7 | Software | |
META | Meta Platforms Inc | 16,100 | 9,426.7 | 0% | 4.100 | 0% | 0.000 | -17.00% | +1.28% | 1,489,713.8 | Interactive Media | |
STNE | StoneCo Ltd | 1,049,000 | 8,360.5 | -19.25% | 3.640 | -1.26% | 0.350 | +49.34% | +71.27% | 3,706.6 | Software |
14B Captial Management LP's Historical Top Holdings Breakdowns
14B Captial Management LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFS | Discover Financial Services | 2024-12-31 | Reduce | -4.21% | 136.37 ($164.56) 182.67 | $190.07 | 15.50% | Reduce -41.61% | 94,000 | -67,000 | |
PINS | Pinterest Inc | 2024-12-31 | Add | +3.90% | 28.24 ($31.41) 34.15 | $29.22 | -6.97% | Add 73.57% | 729,000 | 309,000 | |
FOUR | Shift4 Payments Inc | 2024-12-31 | Reduce | -2.94% | 88.91 ($99.45) 114.95 | $85.53 | -14.00% | Reduce -13.21% | 486,000 | -74,000 | |
CCOI | Cogent Communications Holdings Inc | 2024-12-31 | Add | +1.31% | 74.18 ($79.81) 85.35 | $48.93 | -38.69% | Add 18.31% | 252,000 | 39,000 | |
STNE | StoneCo Ltd | 2024-12-31 | Reduce | -1.26% | 7.88 ($10.12) 11.59 | $13.65 | 34.88% | Reduce -19.25% | 1,049,000 | -250,000 | |
PAGS | PagSeguro Digital Ltd | 2024-12-31 | Add | +1.13% | 6.19 ($7.67) 8.51 | $9.85 | 28.42% | Add 32.94% | 1,675,000 | 415,000 | |
CCOI | Cogent Communications Holdings Inc | 2024-09-30 | New Buy | +7.25% | 54.78 ($68.85) 76.51 | $48.93 | -28.93% | New holding | 213,000 | 213,000 | |
META | Meta Platforms Inc | 2024-09-30 | Reduce | -5.40% | 453.41 ($514.55) 572.44 | $592.49 | 15.15% | Reduce -58.72% | 16,100 | -22,900 | |
GOOGL | Alphabet Inc | 2024-09-30 | Sold Out | -2.38% | 148.66 ($167.74) 191.18 | $152.75 | -8.94% | Sold Out | 0 | -28,000 | |
PINS | Pinterest Inc | 2024-09-30 | Add | +2.03% | 28.66 ($33.98) 43.51 | $29.22 | -14.01% | Add 50% | 420,000 | 140,000 |
14B Captial Management LP Total Holding History ($B)
14B Captial Management LP's Asset Allocation
14B Captial Management LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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14B Captial Management LP's Hypothetical Growth since 2024-12-31
14B Captial Management LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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14B Captial Management LP's Holdings Heat Map
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14B Captial Management LP's Holdings Bubble Chart
14B Captial Management LP News
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