Seafarer Capital Partners, LLC BAP — BAP US

Ownership history in Seafarer Capital Partners, LLC  ·  18 quarters on record

AI Ownership Summary

Seafarer Capital Partners, LLC reported BAP US (BAP) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 20.73% in 2025 Q3. The latest visible filing shows BAP at 17.97% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BAP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Seafarer Capital Partners, LLC's position in BAP US, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BAP was reported at 17.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
20.73% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BAP stock page Seafarer Capital Partners, LLC fund profile Seafarer Capital Partners, LLC full holdings
How Seafarer Capital Partners, LLC held BAP — position size vs. price
% of Fund (quarterly)    BAP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 230,900 -42,100 -15.4% 17.97% $78.3M 2026-05-05 $316.93
2025 Q4 UNCHANGED — — — 273,000 — 0% 20.35% $78.4M 2026-01-09 $300.76
2025 Q3 REDUCED — — — 273,000 -12,000 -4.2% 20.73% $72.7M 2025-11-04 $256.19
2025 Q2 UNCHANGED — — — 285,000 — 0% 17.40% $63.7M 2025-08-05 $240.88
2025 Q1 REDUCED — — — 285,000 -12,000 -4.0% 17.19% $53.1M 2025-05-07 $188.72
2024 Q4 REDUCED 23.2% +1.6% ❌ 297,000 -89,500 -23.2% 20.70% $54.4M 2025-02-03 $172.27
2024 Q3 ADDED — — — 386,500 +30,000 +8.4% 20.01% $69.9M 2024-11-04 $171.05
2024 Q2 UNCHANGED — — — 356,500 — 0% 19.63% $57.5M 2024-08-05 $148.44
2024 Q1 UNCHANGED — — — 356,500 — 0% 17.66% $60.4M 2024-05-03 $155.49
2023 Q4 ADDED — — — 356,500 +20,000 +5.9% 14.44% $53.5M 2024-02-02 $138.13
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BAP

As of 2026 Q1 — sorted by position size

INCA Investments LLC 3Y 7Y 24.82% Westwood Global Investments, LLC 3Y 7Y 19.87% Fundamenta Capital S.A. 14.13% Cape Ann Asset Management Ltd 3Y 8.5% TT International Asset Management LTD 3Y 5.94% Ativo Capital Management LLC 3Y 7Y 5.57% HARDING LOEVNER LP 3Y 7Y 4.63% VIRTUS ADVISERS, LLC 3Y 7Y 2.74% DISCOVERY CAPITAL MANAGEMENT, LLC / CT 3Y 7Y 2.48% Ninety One North America, Inc. 3Y 7Y 2.36%

FAQ About Seafarer Capital Partners, LLC and BAP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Seafarer Capital Partners, LLC reported owning BAP?

Seafarer Capital Partners, LLC reported BAP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BAP position in Seafarer Capital Partners, LLC's portfolio?

The largest reported portfolio weight for BAP was 20.73% in 2025 Q3.

What is the latest reported BAP position on this page?

The most recent filing on this page is 2026 Q1, when Seafarer Capital Partners, LLC reported 230,900 shares, equal to 17.97% of portfolio, with an estimated market value of $78.3M.

What does the chart on this BAP ownership page compare?

The chart compares Seafarer Capital Partners, LLC's quarterly BAP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Seafarer Capital Partners, LLC time their BAP position?

Based on 13F filing dates vs. subsequent BAP price moves, Seafarer Capital Partners, LLC correctly timed 5 out of 12 reported position changes (42%). The annualised alpha on BAP relative to SPY over the holding period was +10.0%.

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