14B Captial Management LP

LA JOLLA, CA · CIK 2009911 · 13F filing filed 2026-02-17

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLa Jolla, CA

$124.4m reported value -27.2% vs Q3 2025

18positions

90.9%in top 10

9 new 0 added 9 reduced 1 sold out vs Q3 2025

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MASTERCARD INCORPORATED CL A MA	MA	42,560	$24.3m19.53%	19.53%	Reduced -440	-440 -1.0%
2	VISA INC COM CL A V	V	69,268	$24.3m19.53%	19.53%	Reduced -732	-732 -1.1%
3	SHIFT4 PMTS INC CL A FOUR	FOUR	385,000	$24.2m19.49%	19.49%	Reduced -12.0k	-12,000 -3.0%
4	STONECO LTD COM CL A STNE	STNE	609,000	$9.0m7.24%	7.24%	Reduced -322.0k	-322,000 -34.6%
5	PAGSEGURO DIGITAL LTD COM CL A PAGS	PAGS	728,000	$7.0m5.64%	5.64%	Reduced -567.0k	-567,000 -43.8%
6	META PLATFORMS INC CL A META	META	9,400	$6.2m4.99%	4.99%	New
7	CHARTER COMMUNICATIONS INC N CL A CHTR	CHTR	23,500	$4.9m3.94%	3.94%	Reduced -51.5k	-51,500 -68.7%
8	CAPITAL ONE FINL CORP COM COF	COF	20,000	$4.8m3.90%	3.90%	Reduced -13.0k	-13,000 -39.4%
9	GRUPO CIBEST SA SPON ADS CIB	CIB	70,000	$4.5m3.58%	3.58%	Reduced -42.0k	-42,000 -37.5%
10	MERCADOLIBRE INC COM MELI	MELI	1,870	$3.8m3.03%	3.03%	New
11	COGENT COMMUNICATIONS HLDGS COM NEW CCOI	CCOI	170,000	$3.7m2.95%	2.95%	Reduced -279.6k	-279,633 -62.2%
12	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	12,000	$2.3m1.85%	1.85%	New
13	AMAZON COM INC COM AMZN	AMZN	6,000	$1.4m1.11%	1.11%	New
14	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	14,000	$1.1m0.85%	0.85%	New
15	MICROSOFT CORP COM MSFT	MSFT	2,000	$967.2k0.78%	0.78%	New
16	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	14,000	$874.6k0.70%	0.70%	New
17	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,000	$626.0k0.50%	0.50%	New
18	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,500	$502.9k0.40%	0.40%	New

Sold out since Q3 2025

Security	Ticker	Shares held before	Value then
CABLE ONE INC CABO	CABO	59,500	$10.5m59.5k shares