TraderTrends

Manager Profile

14B Captial Management LP

Diversified · Financial Services 49%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q4 2025

Location

LA JOLLA, CA

Portfolio Value

$124.4M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

Mastercard Incorporated

Latest disclosed holding

Top 4

MA V 82452J109 STNE PAGS

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
49.2%
Technology
33.8%
Communication Services
12.3%
Consumer Cyclical
4.5%
Basic Materials
0%
Consumer Defensive
0%
Energy
0%
Healthcare
0%
Industrials
0%
Real Estate
0%
Utilities
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q4 2025
Largest Positions

Top 5 largest positions by current portfolio value.

1
Mastercard Incorporated

Shares: 42.6K

24.3M

Position Value
2
Visa Inc

Shares: 69.3K

24.3M

Position Value
3
SHIFT4 PAYMENTS INC

Shares: 385K

24.2M

Position Value
4
StoneCo Ltd

Shares: 609K

9M

Position Value
5
PagSeguro Digital Ltd

Shares: 728K

7M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID