Seafarer Capital Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$435.8M
Q ending 2026-03-31
Prior quarter
$385.0M
Q ending 2025-12-31
Change
+13.2% QoQ · +41.2% YoY
Positions
9
reported holdings
Largest positions
All 9 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Itau Unibanco H Spon Prf | ITUB | Shares | $91.4M | 10.9M |
| Ambev - Sa | ABEV | Shares | $82.0M | 28.1M |
| Bap Us | Shares | $78.3M | 231K | |
| Xp Inc. | Shares | $71.8M | 3.8M | |
| Anheuser Busch Inbev Sa Nv | BUD | Shares | $71.7M | 1.0M |
| Hdfc Bank Ltd | HDB | Shares | $30.8M | 1.1M |
| Suzano Sa | SUZ | Shares | $3.7M | 365K |
| Arcos Dorados Holdings | Shares | $3.3M | 400K | |
| Coca-Cola Femsa Sab-Sp Adr | KOF | Shares | $2.8M | 29K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.