Free Trial

Seafarer Capital Partners, LLC Top Holdings and 13F Report (2025)

About Seafarer Capital Partners, LLC

Investment Activity

  • Seafarer Capital Partners, LLC has $308.67 million in total holdings as of March 31, 2025.
  • Seafarer Capital Partners, LLC owns shares of 7 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 1.81% of the portfolio was purchased this quarter.
  • About 1.48% of the portfolio was sold this quarter.
  • This quarter, Seafarer Capital Partners, LLC has purchased 7 new stocks and bought additional shares in 1 stock.
  • Seafarer Capital Partners, LLC sold shares of 2 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Ambev
$67,730,770
Itaú Unibanco
$61,552,700
XP
$59,976,250
Credicorp
$53,055,600

Largest Purchases this Quarter

Itaú Unibanco
1,017,400 shares (about $5.60M)

Largest Sales this Quarter

Ambev
1,000,000 shares (about $2.33M)
Credicorp
12,000 shares (about $2.23M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSeafarer Capital Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Ambev S.A. stock logo
ABEV
Ambev
$67,730,770$2,330,000 -3.3%29,069,00021.9%Consumer Staples
Anheuser-Busch InBev SA/NV stock logo
BUD
Anheuser-Busch InBev SA/NV
$62,729,6400.0%1,019,00020.3%Consumer Staples
Itaú Unibanco Holding S.A. stock logo
ITUB
Itaú Unibanco
$61,552,700$5,595,700 10.0%11,191,40019.9%Finance
XP Inc. stock logo
XP
XP
$59,976,2500.0%4,071,00019.4%Finance
Credicorp Ltd. stock logo
BAP
Credicorp
$53,055,600$2,233,920 -4.0%285,00017.2%Finance
Coca-Cola FEMSA, S.A.B. de C.V. stock logo
KOF
Coca-Cola FEMSA
$2,008,3800.0%22,0000.7%Consumer Staples
Arcos Dorados Holdings Inc. stock logo
ARCO
Arcos Dorados
$1,612,0000.0%200,0000.5%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data