Seafarer Capital Partners, LLC

13F filer · CIK 0001697721

Reported Aug 4, 2026

Net seller this quarter

13F portfolio value$434MU.S. long equity reported on 13F

Positions90 new · 0 closed

Net flow last quarter-$18.6MBuys minus sells

Top 10 positions weight100.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 20269 positions
ITUBItau Unibanco Holding S.A.	$89.1M	20.54%	0.19%	Not reported	Q3 2020
BUDAnheuser-Busch InBev SA	$85.2M	19.63%	0.06%	Not reported	Q2 2022
BAPCredicorp Ltd	$81.4M	18.75%	0.22%	-9.5%	Q4 2021
ABEVAmbev S.A.	$75.6M	17.42%	0.15%	-14.3%	Q3 2020
XPXP Inc.	$63.6M	14.65%	Not reported	+3.7%	Q4 2021
HDBHDFC Bank Ltd	$29.7M	6.83%	0.01%	Not reported	Q4 2025
ARCOArcos Dorados Holdings Inc.	$3.22M	0.74%	0.19%	Not reported	Q3 2024
SUZSuzano S.A.	$3.1M	0.72%	0.03%	+9.6%	Q4 2025
KOFCoca Cola Femsa Sab de CV	$3.08M	0.71%	Not reported	Not reported	Q2 2021
Q1 2026Reported May 5, 20269 positions
ITUBItau Unibanco Holding S.A.	$91.4M	20.98%	0.19%	Not reported	Q3 2020
ABEVAmbev S.A.	$82M	18.81%	0.18%	Not reported	Q3 2020
BAPCredicorp Ltd	$78.3M	17.97%	0.24%	-15.4%	Q4 2021
XPXP Inc.	$71.8M	16.48%	Not reported	Not reported	Q4 2021
BUDAnheuser-Busch InBev SA	$71.7M	16.46%	0.06%	Not reported	Q2 2022
HDBHDFC Bank Ltd	$30.8M	7.07%	0.01%	+81.7%	Q4 2025
SUZSuzano S.A.	$3.65M	0.84%	0.03%	+37.7%	Q4 2025
ARCOArcos Dorados Holdings Inc.	$3.3M	0.76%	0.19%	Not reported	Q3 2024
KOFCoca Cola Femsa Sab de CV	$2.83M	0.65%	Not reported	Not reported	Q2 2021
Q4 2025Reported Jan 9, 20269 positions
BAPCredicorp Ltd	$78.4M	20.35%	0.29%	Not reported	Q4 2021
ITUBItau Unibanco Holding S.A.	$78.1M	20.29%	0.19%	Not reported	Q3 2020
ABEVAmbev S.A.	$69.3M	18.01%	0.18%	Not reported	Q3 2020
BUDAnheuser-Busch InBev SA	$66.2M	17.20%	0.06%	Not reported	Q2 2022
XPXP Inc.	$61.7M	16.04%	Not reported	Not reported	Q4 2021
HDBHDFC Bank Ltd	$23.1M	5.99%	0.00%	New	Q4 2025
ARCOArcos Dorados Holdings Inc.	$2.94M	0.76%	0.19%	Not reported	Q3 2024
KOFCoca Cola Femsa Sab de CV	$2.75M	0.71%	Not reported	Not reported	Q2 2021
SUZSuzano S.A.	$2.48M	0.64%	0.02%	New	Q4 2025
Q3 2025Reported Nov 4, 20257 positions
ITUBItau Unibanco Holding S.A.	$77.7M	22.17%	0.19%	-5.4%	Q3 2020
BAPCredicorp Ltd	$72.7M	20.73%	0.29%	-4.2%	Q4 2021
XPXP Inc.	$70.9M	20.21%	Not reported	-7.4%	Q4 2021
ABEVAmbev S.A.	$62.6M	17.85%	0.18%	-3.4%	Q3 2020
BUDAnheuser-Busch InBev SA	$61.6M	17.58%	0.06%	+1.5%	Q2 2022
ARCOArcos Dorados Holdings Inc.	$2.7M	0.77%	0.19%	+53.9%	Q3 2024
KOFCoca Cola Femsa Sab de CV	$2.41M	0.69%	Not reported	+31.8%	Q2 2021

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