Seafarer Capital Partners
CORTE MADERA, CAfiles as Seafarer Capital Partners, LLC
$434m in 9 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 4.0% of the portfolio this quarter.
Value
$434m
Stocks
9
Top 10 share
100.0%
Turnover
4.0%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- XPXP14.7% of the fund+4%
- Suzano S ASUZ0.7% of the fund+10%
Cut
Sold some of their stake.
- CredicorpBAP18.8% of the fund-10%
- Ambev SAABEV17.4% of the fund-14%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Itau Unibanco Hldg S AITUB
- Share
- 20.5%
- Value
- $89m
- Shares
- 10,909,142
Held
- Ambev SAABEV
- Share
- 17.4%
- Value
- $76m
- Shares
- 24,069,000
-14%
- Suzano S ASUZ
- Share
- 0.7%
- Value
- $3m
- Shares
- 400,000
+10%
- Coca-Cola Femsa SAB de CVKOF
- Share
- 0.7%
- Value
- $3m
- Shares
- 29,000
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Itau Unibanco Hldg S AITUB | 20.5% | $89m | 10,909,142 | Held |
| Anheuser-Busch InBev SABUD | 19.6% | $85m | 1,034,000 | Held |
| CredicorpBAP | 18.8% | $81m | 208,900 | -10% |
| Ambev SAABEV | 17.4% | $76m | 24,069,000 | -14% |
| XPXP | 14.7% | $64m | 3,911,000 | +4% |
| HDFC BankHDB | 6.8% | $30m | 1,148,000 | Held |
| Arcos Dorados HoldingsARCO | 0.7% | $3m | 400,000 | Held |
| Suzano S ASUZ | 0.7% | $3m | 400,000 | +10% |
| Coca-Cola Femsa SAB de CVKOF | 0.7% | $3m | 29,000 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 18.5% since 30 June 2025.
Where the money is
Financial services40.2%
Everyday goods19.6%
Retail & consumer0.7%
Other39.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.