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Portfolio (Quarterly) Guide ↗

14B Captial Management LP

· CIK 0002009911
13F Portfolio $124M AUM 18 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 9 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 META META PLATFORMS Communication Services 9,400.0 $6.2M 4.99% NEW $660.09 -8.0%
2 MELI MERCADOLIBRE INC Consumer Cyclical 1,870.0 $3.8M 3.03% NEW $2014.26 -16.7%
3 RSP INVESCO EXCHANGE TRADED FD T 12,000.0 $2.3M 1.85% NEW $191.56 +6.9%
4 AMZN AMAZON COM INC Consumer Cyclical 6,000.0 $1.4M 1.11% NEW $230.82 +16.3%
5 VXUS VANGUARD STAR FDS 14,000.0 $1.1M 0.85% NEW $75.44 +12.1%
6 MSFT MICROSOFT CORP Technology 2,000.0 $967K 0.78% NEW $483.62 -13.3%
7 VEA VANGUARD TAX-MANAGED FDS 14,000.0 $875K 0.70% NEW $62.47 +13.2%
8 GOOGL ALPHABET INC Communication Services 2,000.0 $626K 0.50% NEW $313.00 +23.9%
9 VTI VANGUARD INDEX FDS 1,500.0 $503K 0.40% NEW $335.27 +8.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 46.4%
Technology 35.8%
Communication Services 13.4%
Consumer Cyclical 4.5%