Seafarer Capital Partners, LLC — 13F Holdings

2026 Q1  ·  9 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Seafarer Capital Partners, LLC maintained a portfolio of 9 distinct positions. They heavily accumulated shares in HDFC Bank LTD, increasing the position by 81.6%.
Position History hover any row below to update
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Seafarer Capital Partners, LLC San Francisco, CA Asset Manager AUM $436M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
9
Quarter
2026 Q1
Top Holding
ITUB (21.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-9 of 9
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
ITUB
Itau Unibanco H...
Financial Services 20.98% 20.29% #1 1
Prev: #2
7.0
—
no change no change
P
S
10,909,142 $91,418,610 2020 Q3 13F Filing 2026-03-31 2026-05-05
ABEV
Ambev - SA
Consumer Defensive 18.81% 18.01% #2 1
Prev: #3
6.5
—
no change no change
P
S
28,069,000 $81,961,480 2020 Q3 13F Filing 2026-03-31 2026-05-05
BAP
BAP US
Financial Services 17.97% 20.35% #3 2
Prev: #1
5.5
—
-42,100 -15.4%
P
S
230,900 $78,316,662 2021 Q4 13F Filing 2026-03-31 2026-05-05
XP
XP Inc.
Financial Services 16.48% 16.04% #4 1
Prev: #5
5.5
—
no change no change
P
S
3,771,000 $71,799,844 2021 Q4 13F Filing 2026-03-31 2026-05-05
BUD
Anheuser Busch ...
Consumer Defensive 16.46% 17.20% #5 1
Prev: #4
5.5
—
no change no change
P
S
1,034,000 $71,728,583 2022 Q2 13F Filing 2026-03-31 2026-05-05
HDB
HDFC Bank LTD
Financial Services 7.07% 5.99% #6
Prev: #6
5.8
—
516,000 81.6%
P
S
1,148,000 $30,799,364 2025 Q4 13F Filing 2026-03-31 2026-05-05
SUZ
Suzano SA
Basic Materials 0.84% 0.64% #7 2
Prev: #9
2.8
—
100,000 37.7%
P
S
365,000 $3,653,650 2025 Q4 13F Filing 2026-03-31 2026-05-05
ARCO
ARCOS DORADOS H...
Consumer Cyclical 0.76% 0.76% #8 1
Prev: #7
1.3
—
no change no change
P
S
400,000 $3,300,000 2024 Q3 13F Filing 2026-03-31 2026-05-05
KOF
COCA-COLA FEMSA...
Consumer Defensive 0.65% 0.71% #9 1
Prev: #8
1.3
—
no change no change
P
S
29,000 $2,828,950 2021 Q2 13F Filing 2026-03-31 2026-05-05
Showing 1-9 of 9 holdings

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