Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Seafarer Capital Partners, LLC (CIK 1697721) reported $435.8M across 9 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITUB ($91.4M, 20.98%), ABEV ($82.0M, 18.81%), BAP ($78.3M, 17.97%), XP ($71.8M, 16.48%), BUD ($71.7M, 16.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITUB | Itau Unibanco H Spon PRF | $91.4M | 20.98% | 10.9M | Hold |
| 2 | ABEV | Ambev - SA | $82.0M | 18.81% | 28.1M | Hold |
| 3 | BAP | BAP US | $78.3M | 17.97% | 230,900 | Trimmed |
| 4 | XP | XP Inc. | $71.8M | 16.48% | 3.8M | Hold |
| 5 | BUD | Anheuser Busch Inbev SA NV | $71.7M | 16.46% | 1.0M | Hold |
| 6 | HDB | HDFC Bank LTD | $30.8M | 7.07% | 1.1M | Added |
| 7 | SUZ | Suzano SA | $3.7M | 0.84% | 365,000 | Added |
| 8 | ARCO | ARCOS DORADOS HOLDINGS | $3.3M | 0.76% | 400,000 | Hold |
| 9 | KOF | COCA-COLA FEMSA SAB-SP ADR | $2.8M | 0.65% | 29,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31