StockDriftsStockDriftsTop 9 Seafarer Capital Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITUB | Itau Unibanco H Spon PRF | 20.54% | 10.91M | $89.1M | +0.00%(+0) | $3.61(+105.21%) | 2026-06-30 | |
| BUD | Anheuser Busch Inbev SA NV | 19.63% | 1.03M | $85.2M | +0.00%(+0) | $59.03(+35.06%) | 2026-06-30 | |
| BAP | BAP US | 18.75% | 208.9K | $81.4M | -9.53%(-22.00K) | $131.12(+194.65%) | 2026-06-30 | |
| ABEV | Ambev - SA | 17.42% | 24.07M | $75.6M | -14.25%(-4.00M) | $2.55(+9.75%) | 2026-06-30 | |
| XP | XP Inc. | 14.65% | 3.91M | $63.6M | +3.71%(+140.00K) | $17.74(-10.82%) | 2026-06-30 | |
| HDB | HDFC Bank LTD | 6.83% | 1.15M | $29.7M | +0.00%(+0) | $33.26(-29.74%) | 2026-06-30 | |
| ARCO | ARCOS DORADOS HOLDINGS | 0.74% | 400.0K | $3.2M | +0.00%(+0) | $8.20(-0.67%) | 2026-06-30 | |
| SUZ | Suzano SA | 0.72% | 400.0K | $3.1M | +9.59%(+35.00K) | $9.39(-13.60%) | 2026-06-30 | |
| KOF | COCA-COLA FEMSA SAB-SP ADR | 0.71% | 29.0K | $3.1M | +0.00%(+0) | $59.73(+82.39%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.42% | +34.64% | +10.67% | +65.99% |
| Top 20 Holdings Unweighted | +6.70% | +21.49% | +8.14% | +47.90% |
Seafarer Capital Partners, LLC reports $433.94M in US-listed equity holdings across 9 positions in its most recent 13F filing. Its largest disclosed positions are ITUB (20.5%), BUD (19.6%) and BAP (18.8%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +34.64% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Seafarer Capital Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1697721). View Seafarer Capital Partners, LLC’s 13F filings on SEC