Seafarer Capital Partners, LLC — 13F Holdings

2026 Q2  ·  9 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Seafarer Capital Partners, LLC maintained a portfolio of 9 distinct positions. They heavily accumulated shares in Suzano SA, increasing the position by 9.6%.
Position History hover any row below to update
Loading…
Seafarer Capital Partners, LLC San Francisco, CA Asset Manager AUM $434M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
9
Quarter
2026 Q2
Top Holding
ITUB (20.5%)
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 20.54% 20.98% #1
Prev: #1
7.0
—
no change no change
P
S
10,909,142 $89,127,690 2020 Q3 13F Filing 2026-06-30 2026-08-04
BUD
Anheuser Busch ...
Consumer Defensive 19.63% 16.46% #2 3
Prev: #5
6.5
—
no change no change
P
S
1,034,000 $85,201,600 2022 Q2 13F Filing 2026-06-30 2026-08-04
BAP
BAP US
Financial Services 18.75% 17.97% #3
Prev: #3
5.5
—
-22,000 -9.5%
P
S
208,900 $81,383,262 2021 Q4 13F Filing 2026-06-30 2026-08-04
ABEV
Ambev - SA
Consumer Defensive 17.42% 18.81% #4 2
Prev: #2
5.0
—
-4,000,000 -14.3%
P
S
24,069,000 $75,576,660 2020 Q3 13F Filing 2026-06-30 2026-08-04
XP
XP Inc.
Financial Services 14.65% 16.48% #5 1
Prev: #4
5.0
—
140,000 3.7%
P
S
3,911,000 $63,592,860 2021 Q4 13F Filing 2026-06-30 2026-08-04
HDB
HDFC Bank LTD
Financial Services 6.83% 7.07% #6
Prev: #6
3.7
—
no change no change
P
S
1,148,000 $29,652,840 2025 Q4 13F Filing 2026-06-30 2026-08-04
ARCO
ARCOS DORADOS H...
Consumer Cyclical 0.74% 0.76% #7 1
Prev: #8
1.3
—
no change no change
P
S
400,000 $3,224,000 2024 Q3 13F Filing 2026-06-30 2026-08-04
SUZ
Suzano SA
Basic Materials 0.72% 0.84% #8 1
Prev: #7
2.3
—
35,000 9.6%
P
S
400,000 $3,104,000 2025 Q4 13F Filing 2026-06-30 2026-08-04
KOF
COCA-COLA FEMSA...
Consumer Defensive 0.71% 0.65% #9
Prev: #9
1.3
—
no change no change
P
S
29,000 $3,081,250 2021 Q2 13F Filing 2026-06-30 2026-08-04
Showing 1-9 of 9 holdings

Unlock Full Seafarer Capital Partners, LLC Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Upgrade to PRO
Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics
Full history →