Seafarer Capital Partners, LLC
CIK 1697721 · View on SEC EDGAR ↗
- Portfolio value
- $433.9M
- Positions
- 9
- As of
- June 30, 2026
Portfolio value QoQ: -0.4% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 6
- Effective number of positions
- 5.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.59% Est. buys $2,548,000 · sells $21,130,760
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held
- New positions
- 0
- Increased
- 2
- Decreased
- 2
- Closed
- 0
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Performance vs S&P 500
Annualized: +42.0% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 100.0% · Options excluded: 0.0%
Sector breakdown
Full portfolio 9 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| ITUB Itau Unibanco Banco Holding SA American Depositary Shares (Each repstg 500 Preferred shares) | $89,127,690 | 20.54% | 10,909,142 | $-2,290,920 | |||
| BUD Anheuser-Busch Inbev SA Sponsored ADR (Belgium) | $85,201,600 | 19.63% | 1,034,000 | $13,473,017 | |||
| BAP Credicorp Ltd. Common Stock | $81,383,262 | 18.75% | 208,900 | $3,066,600 | Down ×2 | ||
| ABEV Ambev S.A. American Depositary Shares (Each representing 1 Common Share) | $75,576,660 | 17.42% | 24,069,000 | $-6,384,820 | Down ×1 | ||
| XP XP Inc. - Class A Common Stock | $63,592,860 | 14.65% | 3,911,000 | $-8,206,984 | Up ×1 | ||
| HDB HDFC Bank Limited Common Stock | $29,652,840 | 6.83% | 1,148,000 | $-1,146,524 | |||
| ARCO Arcos Dorados Holdings Inc. Class A Shares | $3,224,000 | 0.74% | 400,000 | $-76,000 | |||
| SUZ Suzano S.A. American Depositary Shares (each representing One Ordinary Share) | $3,104,000 | 0.72% | 400,000 | $-549,650 | Up ×2 | ||
| KOF Coca Cola Femsa S.A.B. de C.V. American Depositary Shares, each representing 10 Units (each Unit consists of 3 Series B Shares and 5 Series L Shares) | $3,081,250 | 0.71% | 29,000 | $252,300 | |||
| No matches | |||||||