Filer Name: 14B CAPTIAL MANAGEMENT LP
CIK: 2009911
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 10
Portfolio Value: $0.23B

14b Captial Management Lp Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
FOUR US SHIFT4 PAYMENTS INC-CLASS A 486,000 $50M 21.95% -13.2% -
MA US MASTERCARD INC - A 77,000 $41M 17.64% - -
V US VISA INC-CLASS A SHARES 127,000 $40M 17.47% - -
PINS US PINTEREST INC- CLASS A 729,000 $21M 9.20% 73.6% -
CCOI US COGENT COMMUNICATIONS HOLDIN 252,000 $19M 8.45% 18.3% -
DFS US DISCOVER FINANCIAL SERVICES 94,000 $16M 7.09% -41.6% -
CIB US BANCOLOMBIA S.A.-SPONS ADR 430,000 $14M 5.90% - -
PAGS US PAGSEGURO DIGITAL LTD-CL A 1,675,000 $10M 4.56% 32.9% -
META US META PLATFORMS INC-CLASS A 16,100 $9M 4.10% - -
STNE US STONECO LTD-A 1,049,000 $8M 3.64% -19.2% -
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