本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Seafarer Capital Partners, LLC (CIK 1697721) reported $433.9M across 9 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ITUB ($89.1M, 20.54%), BUD ($85.2M, 19.63%), BAP ($81.4M, 18.75%), ABEV ($75.6M, 17.42%), XP ($63.6M, 14.65%). Source: SEC Form 13F.
| 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 |
来源：SEC 13F 申报文件 · 截至 2026-06-30