Seafarer Capital Partners, LLC — 13F Holdings & Portfolio
CIK 1697721 · latest 13F-HR filed 2026-05-05
Seafarer Capital Partners, LLC manages $435.8M in 13F-reported U.S. long-equity assets across 9 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ITUB (20.98%), ABEV (18.81%), BAP (17.97%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 7, and trimmed 0.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$435.8M
Long-equity book
9
Distinct positions
2026-03-31
Filed 2026-05-05
+0 / −0 / ↑7 / ↓0
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Itau Unibanco H Spon PRF$13.3M +17.0%
- Ambev - SA$12.6M +18.2%
- XP Inc.$10.1M +16.3%
- HDFC Bank LTD$7.7M +33.6%
- Anheuser Busch Inbev SA NV$5.5M +8.3%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Itau Unibanco H Spon PRF | ITUB | 465562106 | $91.4M | 20.98% | 10,909,142 | SH |
| 2 | Ambev - SA | ABEV | 02319V103 | $82.0M | 18.81% | 28,069,000 | SH |
| 3 | BAP US | BAP | G2519Y108 | $78.3M | 17.97% | 230,900 | SH |
| 4 | XP Inc. | XP | G98239109 | $71.8M | 16.48% | 3,771,000 | SH |
| 5 | Anheuser Busch Inbev SA NV | BUD | 03524A108 | $71.7M | 16.46% | 1,034,000 | SH |
| 6 | HDFC Bank LTD | HDB | 40415F101 | $30.8M | 7.07% | 1,148,000 | SH |
| 7 | Suzano SA | SUZ | 86959K105 | $3.7M | 0.84% | 365,000 | SH |
| 8 | ARCOS DORADOS HOLDINGS | ARCO | G0457F107 | $3.3M | 0.76% | 400,000 | SH |
| 9 | COCA-COLA FEMSA SAB-SP ADR | KOF | 191241108 | $2.8M | 0.65% | 29,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-05 | $435.8M | 9 | 0001697721-26-000004 |
| 2025-12-31 | 2026-01-09 | $385.0M | 9 | 0001697721-26-000003 |