Bryan Gleason Portfolio
Invests via 14B Captial Management LP | Managed by Ilya Zaides
Invests via 14B Captial Management LP
Managed by Ilya Zaides
Automatically Tracked
Bryan Gleason Profile
Veteran private markets executive focused on growth-stage and middle-market investments, with experience across operations, capital formation and portfolio company value creation. Bryan Gleason is known for directing deal sourcing, diligence and board-level oversight at PE and VC-backed firms, and for operational roles that scale revenue and product teams. He has a background blending operating leadership and investor relations, often working with SaaS, fintech and B2B tech businesses. Active in fundraising, secondary transactions and strategic exits.
Veteran private markets executive focused on growth-stage and middle-market investments, with experience across operations, capital formation and portfolio company value creation. Bryan Gleason is known for directing deal sourcing, diligence and board-level oversight at PE and VC-backed firms, and for operational roles that scale revenue and product teams. He has a background blending operating leadership and investor relations, often working with SaaS, fintech and B2B tech businesses. Active in fundraising, secondary transactions and strategic exits.
Investment Philosophy & Strategy
Combines operator-first pragmatism with disciplined growth-stage and middle-market investing, prioritizing scalable SaaS, fintech and B2B tech businesses where revenue operations and product-led expansion create value. Favors active, board-level involvement and hands-on post-investment support to accelerate go-to-market, sales efficiency and customer retention. Uses a fundamentals-driven underwriting approach focused on unit economics, ARR growth cadence, margin expansion levers and repeatable customer acquisition channels. Capital allocation emphasizes follow-on reserve, structured secondaries and exit-ready governance to preserve optionality across 3–7 year horizons while managing downside through operational intervention and performance-based incentives.
Combines operator-first pragmatism with disciplined growth-stage and middle-market investing, prioritizing scalable SaaS, fintech and B2B tech businesses where revenue operations and product-led expansion create value. Favors active, board-level involvement and hands-on post-investment support to accelerate go-to-market, sales efficiency and customer retention. Uses a fundamentals-driven underwriting approach focused on unit economics, ARR growth cadence, margin expansion levers and repeatable customer acquisition channels. Capital allocation emphasizes follow-on reserve, structured secondaries and exit-ready governance to preserve optionality across 3–7 year horizons while managing downside through operational intervention and performance-based incentives.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
2.39%
Gain -0.69%
Monthly
0.07%
Yearly
0.85%
Drawdown
32.98%
$116.75M
Equity
Holdings
$116.75M
Investment
$121.04M
-$2.19M
Profit -$1.16M
Realized
$2.1M
Unrealized
-$4.29M
Dividends
$11.14M
Goals
Avg. 34.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.69%
Profit
-$1.16M
Win %
48%
This Week
Compared To Last Week
Gain
0.37%
Profit
$424,072.25
Win %
48%
This Month
Compared to last month
Gain
8.87%
Profit
$9.51M
Win %
48%
This Year
Compared to last year
Gain
-6.16%
Profit
-$7.66M
Win %
48%
COF Capital One Financial Corporation
+0.84%
+$33,600 
CHTR Charter Communications Inc
+0.77%
+$19,975 
CIB Bancolombia S.A.
+0.17%
+$11,900 
V Visa Inc. Class A
+0.17%
+$46,409.56 
CCOI Cogent Communications Holdings, Inc.
-8.32%
-$118,150 
META Meta Platforms Inc Class A
-4.17%
-$288,579.72 
GOOGL Alphabet Inc
-2.8%
-$19,580 
AMZN Amazon.com Inc
-2.36%
-$36,089.94 
MSFT Microsoft Corp.
-2.32%
-$25,020 
FOUR Shift4 Payments, Inc.
-2.12%
-$321,475 
MELI MercadoLibre, Inc.
-1.96%
-$68,077.44 
STNE StoneCo Ltd.
-1.71%
-$118,755 
PAGS PagSeguro Digital Ltd.
-1.48%
-$120,120 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.32%
-$7,470 
RSP Invesco S&P 500 Equal Weight ETF
-0.73%
-$18,900 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.55%
-$6,440 
MA Mastercard Incorporated
-0.45%
-$117,466.03 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.29%
-$2,800 Events
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Dividends
Dividend Analysis
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| Trades 94 | Longs Won 54/94 57% | Profit Factor 0.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.42M |
| Average Win $1.24M | Best Trade (Oct 16) $7.04M | Sharpe Ratio -261.72 |
| Average Loss -$1.72M | Worst Trade (Dec 31) -$10.3M | Z-Score -1.37 (83.21%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 5d | Expectancy -$23,254.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 820.93% | 435.58% | 300.66% | 231.12% | 188.47% | 159.53% | 138.56% | 122.63% | 110.11% |
| Consecutive Losing Trades | 68 | 61 | 54 | 47 | 41 | 34 | 27 | 20 | 14 | 7 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AMZN Amazon.com Inc | 6,000 | $1.38M | $1.49M | - | $107,550 | 7.77% | -2.361% |
| CCOI Cogent Communications Holdings, Inc. | 170,000 | $9.69M | $1.3M | - | -$8.39M | -86.57% | -8.323% |
| CHTR Charter Communications Inc | 23,500 | $7.2M | $2.6M | - | -$4.6M | -63.82% | +0.773% |
| CIB Bancolombia S.A. | 70,000 | $3.23M | $6.85M | - | $3.61M | 111.78% | +0.174% |
| COF Capital One Financial Corporation | 20,000 | $4.26M | $4.01M | - | -$244,400 | -5.74% | +0.845% |
| FOUR Shift4 Payments, Inc. | 385,000 | $27.62M | $14.82M | - | -$12.8M | -46.34% | -2.123% |
| GOOGL Alphabet Inc | 2,000 | $626,000 | $678,860 | - | $52,860 | 8.44% | -2.803% |
| MA Mastercard Incorporated | 42,560 | $18.7M | $26.11M | - | $7.41M | 39.62% | -0.448% |
| MELI MercadoLibre, Inc. | 1,870 | $3.77M | $3.4M | - | -$362,190.84 | -9.62% | -1.96% |
| META Meta Platforms Inc Class A | 9,400 | $6.2M | $6.64M | - | $431,742 | 6.96% | -4.167% |
| MSFT Microsoft Corp. | 2,000 | $967,240 | $1.05M | - | $86,620 | 8.96% | -2.319% |
| PAGS PagSeguro Digital Ltd. | 728,000 | $6.9M | $7.98M | - | $1.07M | 15.58% | -1.484% |
| RSP Invesco S&P 500 Equal Weight ETF | 12,000 | $2.3M | $2.56M | - | $262,380 | 11.41% | -0.733% |
| STNE StoneCo Ltd. | 609,000 | $7.36M | $6.81M | - | -$551,105 | -7.49% | -1.714% |
| V Visa Inc. Class A | 69,268 | $18.39M | $27.74M | - | $9.35M | 50.82% | +0.168% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 14,000 | $874,580 | $972,440 | - | $97,860 | 11.19% | -0.287% |
| VTI VANGUARD TOTAL STOCK MKT ETF | 1,500 | $502,905 | $560,160 | - | $57,255 | 11.38% | -1.316% |
| VXUS Vanguard Total International Stock Index Fund Investor Shares | 14,000 | $1.06M | $1.17M | - | $111,160 | 10.52% | -0.549% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Bryan Gleason?
The largest contributions to the portfolio's profits come from the following stocks: Bancolombia S.A - $11.46M, Meta Platforms Inc Class A - $10.92M, Discover Financial Services - $6.87M, Visa Inc. Class A - $5.83M, and Mastercard Incorporated - $5.09M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Cogent Communications Holdings, Inc - $14.64M, Charter Communications Inc - $10.3M, PagSeguro Digital Ltd - $3.85M, Pinterest, Inc. Class A - $3.23M, and StoneCo Ltd - $2M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bryan Gleason's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.14M earned over time. The largest contributors to dividend income include Bancolombia S.A - $5.41M, StoneCo Ltd - $1.54M, Cogent Communications Holdings, Inc - $1.45M, PagSeguro Digital Ltd - $793,080, and Visa Inc. Class A - $622,648.68. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bryan Gleason's monthly returns?
Bryan Gleason's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Bryan Gleason's strategy be considered aggressive or moderate?
Bryan Gleason's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Bryan Gleason's strategy?
Bryan Gleason's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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