14 B Captial Management LP Portfolio Holdings

14 B Captial Management LP

  • $243 Billion
  • Q2 2025

14 B Captial Management LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $243 Billion distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Shift4 Payments, Inc. with a value of $49.3B, Mastercard Inc with a value of $29.8B, Visa Inc. with a value of $26.6B, Cogent Communications Holdings, Inc. with a value of $24.3B, and Charter Communications, Inc. with a value of $23.3B.

Examining the 13F form we can see an increase of $3.3B in the current position value, from $240B to 243B.

14 B Captial Management LP is based out at La Jolla, CA

Below you can find more details about 14 B Captial Management LP portfolio as well as his latest detailed transactions.

Portfolio value $243 Billion
Technology: $80.9 Billion
Financial Services: $78.8 Billion
Communication Services: $56.7 Billion
Consumer Cyclical: $9.53 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.44B
$49.3 Billion 20.24% of portfolio
497,000
Q2 2025 Reduced 5.33%
$548B
$29.8 Billion 12.24% of portfolio
53,000
Q2 2025 Reduced 8.62%
$551B
$26.6 Billion 10.94% of portfolio
75,000
Q2 2025 Reduced 9.64%
$1.64B
$24.3 Billion 9.98% of portfolio
504,000
Q2 2025 Added 12.5%
$42.3B
$23.3 Billion 9.58% of portfolio
57,000
Q2 2025 New
$83.2B
$22.3 Billion 9.18% of portfolio
105,000
Q2 2025 New
$4.26B
$19 Billion 7.82% of portfolio
1,187,000
Q2 2025 Reduced 8.62%
$2.95B
$12.6 Billion 5.19% of portfolio
1,310,000
Q2 2025 Reduced 4.73%
$324B
$9.53 Billion 3.91% of portfolio
84,000
Q2 2025 Added 12.0%
$818M
$9.1 Billion 3.74% of portfolio
67,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $243 Billion
  • Prior Value $240 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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