Seafarer Capital Partners, LLC 13F Holdings · Q2 2026
Seafarer Capital Partners, LLC reported 9 securities worth $433.94M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ITUB (20.54%), BUD (19.63%), BAP (18.75%). Among its top 25 positions this quarter: 2 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITUB | Itau Unibanco H Spon PRF | $89.1M | 20.54% | 10.9M | Hold |
| 2 | BUD | Anheuser Busch Inbev SA NV | $85.2M | 19.63% | 1.0M | Hold |
| 3 | BAP | BAP US | $81.4M | 18.75% | 208,900 | Trimmed |
| 4 | ABEV | Ambev - SA | $75.6M | 17.42% | 24.1M | Trimmed |
| 5 | XP | XP Inc. | $63.6M | 14.65% | 3.9M | Added |
| 6 | HDB | HDFC Bank LTD | $29.7M | 6.83% | 1.1M | Hold |
| 7 | ARCO | ARCOS DORADOS HOLDINGS | $3.2M | 0.74% | 400,000 | Hold |
| 8 | SUZ | Suzano SA | $3.1M | 0.72% | 400,000 | Added |
| 9 | KOF | COCA-COLA FEMSA SAB-SP ADR | $3.1M | 0.71% | 29,000 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR