Seafarer Capital Partners, LLC
Top Portfolio Positions
9 positions ·
$433,570,011 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ITUB |
Itau Unibanco Holding S.A.
Financial Services
|
10,909,142 | $91,418,609 | 21.09% | |
| ABEV |
Ambev S.A.
Consumer Defensive
|
28,069,000 | $81,961,480 | 18.90% | |
| BAP |
Credicorp Ltd
Financial Services
|
230,900 | $78,316,662 | 18.06% | |
| XP |
XP Inc.
Financial Services
|
3,771,000 | $71,799,840 | 16.56% | |
| BUD |
Anheuser-Busch InBev SA/NV
Consumer Defensive
|
1,034,000 | $71,728,580 | 16.54% | |
| HDB |
Hdfc Bank Ltd
Financial Services
|
1,148,000 | $28,562,240 | 6.59% | |
| SUZ |
Suzano S.A.
Basic Materials
|
365,000 | $3,653,650 | 0.84% | |
| ARCO |
Arcos Dorados Holdings Inc.
Consumer Cyclical
|
400,000 | $3,300,000 | 0.76% | |
| KOF |
Coca Cola Femsa Sab De CV
Consumer Defensive
|
29,000 | $2,828,950 | 0.65% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ARCO
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,300,000 | 400,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,936,000 | 400,000 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,700,000 | 400,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,051,400 | 260,000 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,612,000 | 200,000 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,456,000 | 200,000 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,744,000 | 200,000 | Shares | Sole | 2024-11-04 | |
| No 13F history on record for this holder in this stock. | ||||||