Seafarer Capital Partners, LLC Top Holdings and 13F Report (2024)

About Seafarer Capital Partners, LLC

Investment Activity

  • Seafarer Capital Partners, LLC has $342.06 million in total holdings as of March 31, 2024.
  • Seafarer Capital Partners, LLC owns shares of 6 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 7.05% of the portfolio was purchased this quarter.
  • About 14.50% of the portfolio was sold this quarter.
  • This quarter, Seafarer Capital Partners, LLC has purchased 6 new stocks and bought additional shares in 2 stocks.
  • Seafarer Capital Partners, LLC sold shares of 1 stock and completely divested from 0 stocks this quarter.

Largest Holdings

XP
$88,655,300
Itaú Unibanco
$70,505,820
Ambev
$62,493,520
Credicorp
$60,401,795

Largest Purchases this Quarter

Ambev
5,800,000 shares (about $14.38M)
Anheuser-Busch InBev SA/NV
160,000 shares (about $9.72M)

Largest Sales this Quarter

Coca-Cola FEMSA
510,427 shares (about $49.61M)

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
$88,655,3000.0%3,455,00025.9%Finance
Itaú Unibanco Holding S.A. stock logo
ITUB
Itaú Unibanco
$70,505,8200.0%10,174,00020.6%Finance
Ambev S.A. stock logo
ABEV
Ambev
$62,493,520$14,384,000 29.9%25,199,00018.3%Consumer Staples
Credicorp Ltd. stock logo
BAP
Credicorp
$60,401,7950.0%356,50017.7%Finance
Anheuser-Busch InBev SA/NV stock logo
BUD
Anheuser-Busch InBev SA/NV
$57,862,560$9,724,800 20.2%952,00016.9%Consumer Staples
Coca-Cola FEMSA, S.A.B. de C.V. stock logo
KOF
Coca-Cola FEMSA
$2,138,400$49,613,504 -95.9%22,0000.6%Consumer Staples

More Institutional Buying and Selling Information

SEC Filings and Trading Data: