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 KOF
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,828,950 | 29,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,746,590 | 29,000 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,409,900 | 29,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,128,060 | 22,000 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,008,380 | 22,000 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,713,580 | 22,000 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,951,840 | 22,000 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,888,480 | 22,000 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,138,400 | 22,000 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $50,388,891 | 532,427 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $48,789,680 | 622,000 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $51,818,820 | 622,000 | Shares | Sole | 2023-08-18 | |
| 2023-03-31 | $50,052,340 | 622,000 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $42,221,360 | 622,000 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $36,318,580 | 622,000 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $45,274,320 | 819,000 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $52,147,550 | 949,000 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $51,995,710 | 949,000 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $59,066,619 | 1,049,700 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $51,141,548 | 966,211 | Shares | Sole | 2021-08-04 | |
| No 13F history on record for this holder in this stock. | ||||||