Seafarer Capital Partners, LLC
CIK 0001697721 · CORTE MADERA, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source ↗
Seafarer Capital Partners, LLC reported 9 positions worth $433.9M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: ITUB (20.5%).
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$433.9M
2026 Q2
Positions
9
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
9 positions shown
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ITUB | SH | $89.1M | 20.54% | 10,909,142 | — | — | |
| ▸ 2 | BUD | SH | $85.2M | 19.63% | 1,034,000 | — | — | |
| ▸ 3 | BAP | SH | $81.4M | 18.75% | 208,900 | — | — | |
| ▸ 4 | ABEV | SH | $75.6M | 17.42% | 24,069,000 | — | — | |
| ▸ 5 | XP | SH | $63.6M | 14.65% | 3,911,000 | — | — | |
| ▸ 6 | HDB | SH | $29.7M | 6.83% | 1,148,000 | — | — | |
| ▸ 7 | ARCO | SH | $3.2M | 0.74% | 400,000 | — | — | |
| ▸ 8 | SUZ | SH | $3.1M | 0.72% | 400,000 | — | — | |
| ▸ 9 | KOF | SH | $3.1M | 0.71% | 29,000 | — | — |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Seafarer Capital Partners, LLC hold as of Q2 2026?
Seafarer Capital Partners, LLC reported 9 positions worth $433.9M in its Q2 2026 13F filing. Largest positions: ITUB (20.5%), BUD (19.6%), BAP (18.8%), ABEV (17.4%) and XP (14.7%).
What did Seafarer Capital Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Seafarer Capital Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.