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

About Seafarer Capital Partners, LLC

Investment Activity

  • Seafarer Capital Partners, LLC has $366.19 million in total holdings as of June 30, 2025.
  • Seafarer Capital Partners, LLC owns shares of 7 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 0.13% of the portfolio was purchased 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 0 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

XP
$82,234,200
Itau Unibanco
$75,989,606
Ambev
$70,056,290
Credicorp
$63,703,200

Largest Purchases this Quarter

Arcos Dorados
60,000 shares (about $473.40K)

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
XP Inc. stock logo
XP
XP
$82,234,2000.0%4,071,00022.5%Finance
Itau Unibanco Holding S.A. stock logo
ITUB
Itau Unibanco
$75,989,6060.0%11,191,40020.8%Finance
Ambev S.A. stock logo
ABEV
Ambev
$70,056,2900.0%29,069,00019.1%Consumer Staples
Anheuser-Busch InBev SA/NV stock logo
BUD
Anheuser-Busch InBev SA/NV
$70,025,6800.0%1,019,00019.1%Consumer Staples
Credicorp Ltd. stock logo
BAP
Credicorp
$63,703,2000.0%285,00017.4%Finance
Coca Cola Femsa S.A.B. de C.V. stock logo
KOF
Coca Cola Femsa
$2,128,0600.0%22,0000.6%Consumer Staples
Arcos Dorados Holdings Inc. stock logo
ARCO
Arcos Dorados
$2,051,400$473,400 30.0%260,0000.6%Retail/Wholesale

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