Seafarer Capital Partners, LLC
CIK: 0001697721SEC EDGAR →
Portfolio Value
$385.0M
Holdings
9
As of
Q4 2025
New Positions
9
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BAP US | 273,000 | $78.4M | 20.35% |
| 2 | Itau Unibanco H Spon PRF | 10,909,142 | $78.1M | 20.29% |
| 3 | Ambev - SA | 28,069,000 | $69.3M | 18.01% |
| 4 | Anheuser Busch Inbev SA NV | 1,034,000 | $66.2M | 17.20% |
| 5 | XP Inc. | 3,771,000 | $61.7M | 16.04% |
| 6 | HDFC Bank LTD | 632,000 | $23.1M | 5.99% |
| 7 | ARCOS DORADOS HOLDINGS | 400,000 | $2.9M | 0.76% |
| 8 | COCA-COLA FEMSA SAB-SP ADR | 29,000 | $2.7M | 0.71% |
| 9 | Suzano SA | 265,000 | $2.5M | 0.64% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 4 | $241.2M | 62.7% |
| Consumer Defensive | 3 | $138.3M | 35.9% |
| Consumer Cyclical | 1 | $2.9M | 0.8% |
| Basic Materials | 1 | $2.5M | 0.6% |