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Seafarer Capital Partners, LLC
hedge fundUpdated 37 days agoManaged by Seafarer Capital Partners, Llc • Latest filing Q2 2026
Portfolio value
$433.9M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
16.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $266.9M |
| Q2 2023 | $329.4M |
| Q3 2023 | $311.3M |
| Q4 2023 | $370.1M |
| Q1 2024 | $342.1M |
| Q2 2024 | $293M |
| Q3 2024 | $349.5M |
| Q4 2024 | $263M |
| Q1 2025 | $308.7M |
| Q2 2025 | $366.2M |
| Q3 2025 | $350.6M |
| Q4 2025 | $385M |
| Q1 2026 | $435.8M |
| Q2 2026 | $433.9M |
Top holdings
9 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | I ITUB Itau Unibanco H Spon PRF | $89.1M | 10.91M | 20.54% | Unchanged |
| 2 | B BUDFF Anheuser Busch Inbev SA NV | $85.2M | 1.03M | 19.63% | Unchanged |
| 3 | B BAP BAP US | $81.4M | 208.9K | 18.75% | Trimmed(-9.5%) |
| 4 | A ABEV Ambev - SA | $75.6M | 24.07M | 17.42% | Trimmed(-14.3%) |
| 5 | P PRGO XP Inc. | $63.6M | 3.91M | 14.65% | Added(+3.7%) |
| 6 | H HDB HDFC Bank LTD | $29.7M | 1.15M | 6.83% | Unchanged |
| 7 | A ARCO ARCOS DORADOS HOLDINGS | $3.2M | 400.0K | 0.74% | Unchanged |
| 8 | S SUZ Suzano SA | $3.1M | 400.0K | 0.72% | Added(+9.6%) |
| 9 | K KO COCA-COLA FEMSA SAB-SP ADR | $3.1M | 29.0K | 0.71% | Unchanged |