Seafarer Capital Partners, LLC
CIK 1697721
13F filing for Q2 2026・No. 4,276
- Holdings
- US$433.94M
- Quarter change
- −US$1.86M
- Entries
- 9
- Net bought (estimate)
- −US$18.58M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 0
- Cut 2
- Added 2
- Corporate actions 0
- Unchanged 5
Largest holdings
9 stocks worth US$433.94M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| Itau Unibanco H Spon PRFSPONSORED ADR | Unchanged | 10,909,142 | US$89.13M | 20.54% |
| BUDAnheuser Busch Inbev SA NVSPONSORED ADR | Unchanged | 1,034,000 | US$85.2M | 19.63% |
| BAP USCOM | Cut | 208,900 | US$81.38M | 18.75% |
| Ambev - SASPONSORED ADR | Cut | 24,069,000 | US$75.58M | 17.42% |
| XPXP Inc.Class A | Added | 3,911,000 | US$63.59M | 14.65% |
| HDBHDFC Bank LTDSPONSORED ADS | Unchanged | 1,148,000 | US$29.65M | 6.83% |
| ARCOS DORADOS HOLDINGSClass A | Unchanged | 400,000 | US$3.22M | 0.74% |
| Suzano SASPONSORED ADS | Added | 400,000 | US$3.1M | 0.72% |
| KOFCOCA-COLA FEMSA SAB-SP ADRSPONSORED ADR | Unchanged | 29,000 | US$3.08M | 0.71% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.