Seafarer Capital Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 4, 2026, Seafarer Capital Partners, Llc disclosed 9 stock positions valued at approximately $433.94M as of quarter-end June 30, 2026. The largest holdings include Itau Unibanco H Spon PRF, Anheuser Busch Inbev SA NV, and BAP US.
- Report Period
- June 30, 2026
- No. of Stocks
- 9
- Portfolio Value
- $433.94M
Holdings by Sector
Seafarer Capital Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Itau Unibanco H Spon PRF | ITUB | Financial Services | 20.54% | 10,909,142 | - | - | $89,127,690 |
| Anheuser Busch Inbev SA NV | BUD | Consumer Defensive | 19.63% | 1,034,000 | - | - | $85,201,600 |
| BAP US | BAP | Other | 18.75% | 208,900 | -22,000 | -9.53% | $81,383,262 |
| Ambev - SA | ABEV | Consumer Defensive | 17.42% | 24,069,000 | -4,000,000 | -14.25% | $75,576,660 |
| XP Inc. | XP | Other | 14.65% | 3,911,000 | +140,000 | +3.71% | $63,592,860 |
| HDFC Bank LTD | HDB | Financial Services | 6.83% | 1,148,000 | - | - | $29,652,840 |
| ARCOS DORADOS HOLDINGS | ARCO | Consumer Cyclical | 0.74% | 400,000 | - | - | $3,224,000 |
| Suzano SA | SUZ | Basic Materials | 0.72% | 400,000 | +35,000 | +9.59% | $3,104,000 |
| COCA-COLA FEMSA SAB-SP ADR | KOF | Consumer Defensive | 0.71% | 29,000 | - | - | $3,081,250 |
Showing 9 of 9 holdings in the latest reporting period.