Holders — by stockHoldings — by fund
Seafarer Capital Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001697721
$433.9M
disclosed book value
9
positions
20.5%
largest position share
Positions, as of 2026-06-30
top 9 of 9 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ITUBItau Unibanco H Spon PRF | 10.9M | $89.1M | 20.5% |
| 2 | BUDAnheuser Busch Inbev SA NV | 1.0M | $85.2M | 19.6% |
| 3 | BAP US | 208,900 | $81.4M | 18.8% |
| 4 | ABEVAmbev - SA | 24.1M | $75.6M | 17.4% |
| 5 | XP Inc. | 3.9M | $63.6M | 14.7% |
| 6 | HDBHDFC Bank LTD | 1.1M | $29.7M | 6.8% |
| 7 | ARCOS DORADOS HOLDINGS | 400,000 | $3.2M | 0.7% |
| 8 | SUZSuzano SA | 400,000 | $3.1M | 0.7% |
| 9 | KOFCOCA-COLA FEMSA SAB-SP ADR | 29,000 | $3.1M | 0.7% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.