Seafarer Capital Partners, Llc Portfolio Stock Holdings
Seafarer Capital Partners, Llc disclosed 9 stock positions valued at approximately $435.8 million in its latest SEC 13F filing. The largest holdings include Itau Unibanco H Spon PRF, Ambev - SA, and BAP US. The filing reflects positions held as of March 31, 2026 and was filed on May 5, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 9
- Portfolio Value
- $435.8M
Holdings by Sector
Seafarer Capital Partners, Llc Portfolio Holdings in Q1 2026
9 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Itau Unibanco H Spon PRF | ITUB | Financial Services | 20.98% | 10,909,142 | - | - | $91,418,610 |
| Ambev - SA | ABEV | Consumer Defensive | 18.81% | 28,069,000 | - | - | $81,961,480 |
| BAP US | BAP | Other | 17.97% | 230,900 | -42,100 | -15.42% | $78,316,662 |
| XP Inc. | XP | Other | 16.48% | 3,771,000 | - | - | $71,799,844 |
| Anheuser Busch Inbev SA NV | BUD | Consumer Defensive | 16.46% | 1,034,000 | - | - | $71,728,583 |
| HDFC Bank LTD | HDB | Financial Services | 7.07% | 1,148,000 | +516,000 | +81.65% | $30,799,364 |
| Suzano SA | SUZ | Basic Materials | 0.84% | 365,000 | +100,000 | +37.74% | $3,653,650 |
| ARCOS DORADOS HOLDINGS | G0457F107 | Other | 0.76% | 400,000 | - | - | $3,300,000 |
| COCA-COLA FEMSA SAB-SP ADR | KOF | Consumer Defensive | 0.65% | 29,000 | - | - | $2,828,950 |