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Seafarer Capital Partners, LLC

Portfolio Manager
Seafarer Capital Partners, LLC
Performance
+12.74% (2026 Q1)
AUM (13F)
$435.81M
# of Holdings
9
Performance Rank
Allocation (Top 20)
100.02%

Seafarer Capital Partners, LLC Holdings Map

Top 9 Seafarer Capital Partners, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ITUB
Itau Unibanco H Spon PRF
20.98%10.91M$91.4M
+0.00%(+0)
2025-Q1: 11.19M shares2025-Q2: 11.19M shares2025-Q3: 10.59M shares2025-Q4: 10.91M shares2026-Q1: 10.91M shares
$3.61(+117.69%)
2026-03-31
ABEV
Ambev - SA
18.81%28.07M$82.0M
+0.00%(+0)
2025-Q1: 29.07M shares2025-Q2: 29.07M shares2025-Q3: 28.07M shares2025-Q4: 28.07M shares2026-Q1: 28.07M shares
$2.55(+23.47%)
2026-03-31
BAP
BAP US
17.97%230.9K$78.3M
-15.42%(-42.10K)
2025-Q1: 285.0K shares2025-Q2: 285.0K shares2025-Q3: 273.0K shares2025-Q4: 273.0K shares2026-Q1: 230.9K shares
$131.12(+142.27%)
2026-03-31
XP
XP Inc.
16.48%3.77M$71.8M
+0.00%(+0)
2025-Q1: 4.07M shares2025-Q2: 4.07M shares2025-Q3: 3.77M shares2025-Q4: 3.77M shares2026-Q1: 3.77M shares
$17.77(-2.69%)
2026-03-31
BUD
Anheuser Busch Inbev SA NV
16.46%1.03M$71.7M
+0.00%(+0)
2025-Q1: 1.02M shares2025-Q2: 1.02M shares2025-Q3: 1.03M shares2025-Q4: 1.03M shares2026-Q1: 1.03M shares
$59.03(+35.77%)
2026-03-31
HDB
HDFC Bank LTD
7.07%1.15M$30.8M
+81.65%(+516.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 632.0K shares2026-Q1: 1.15M shares
$33.26(-28.21%)
2026-03-31
SUZ
Suzano SA
0.84%365.0K$3.7M
+37.74%(+100.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 265.0K shares2026-Q1: 365.0K shares
$9.45(-9.35%)
2026-03-31
ARCO
ARCOS DORADOS HOLDINGS
0.76%400.0K$3.3M
+0.00%(+0)
2025-Q1: 200.0K shares2025-Q2: 260.0K shares2025-Q3: 400.0K shares2025-Q4: 400.0K shares2026-Q1: 400.0K shares
$8.20(+3.84%)
2026-03-31
KOF
COCA-COLA FEMSA SAB-SP ADR
0.65%29.0K$2.8M
+0.00%(+0)
2025-Q1: 22.0K shares2025-Q2: 22.0K shares2025-Q3: 29.0K shares2025-Q4: 29.0K shares2026-Q1: 29.0K shares
$59.73(+77.36%)
2026-03-31

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