§ 13F · FUND PROFILE
Seafarer Capital Partners, LLC.
AUM · $434M (13F)Positions · 9Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ITUB | Itau Unibanco H Spon PRF | 10.91M | $89M | 20.5% | ±0% |
| 2 | BUD | Anheuser Busch Inbev SA NV | 1.03M | $85M | 19.6% | ±0% |
| 3 | BAP | BAP US | 209K | $81M | 18.8% | −10% |
| 4 | ABEV | Ambev - SA | 24.07M | $76M | 17.4% | −14% |
| 5 | XP | XP Inc. | 3.91M | $64M | 14.7% | +4% |
| 6 | HDB | HDFC Bank LTD | 1.15M | $30M | 6.8% | ±0% |
| 7 | ARCO | ARCOS DORADOS HOLDINGS | 400K | $3M | 0.7% | ±0% |
| 8 | SUZ | Suzano SA | 400K | $3M | 0.7% | +10% |
| 9 | KOF | COCA-COLA FEMSA SAB-SP ADR | 29K | $3M | 0.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SEAFARER SIGNAL
AC read
Seafarer Capital Partners, LLC is a Other fund managing $434 million in assets. The fund runs a focused portfolio of just 9 positions.
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