Seafarer Capital Partners, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 7Value: $308.7MLatest: 2025Q1

Seafarer Capital Partners, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 7 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "XP",
  "ITUB",
  "BUD",
  "ABEV",
  "KOF",
  "BAP"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 7
Total Value: 308665340
Accession Number: 0001697721-25-000004
Form Type: 13F-HR
CIK: seafarer-capital-partners
Manager Name: Seafarer-Capital-Partners

Data Enrichment

86% identified

6 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

7 positions • $308.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Sort by:

AMBEV S.A.

ABEV|02319V103

Shares:29.1M

Value:$67.7M

% of Portfolio:21.9% ($67.7M/$308.7M)

Anheuser-Busch InBev SA/NV

BUD|03524A108

Shares:1.0M

Value:$62.7M

% of Portfolio:20.3% ($62.7M/$308.7M)

Itau Unibanco Holding S.A.

ITUB|465562106

Shares:11.2M

Value:$61.6M

% of Portfolio:19.9% ($61.6M/$308.7M)

XP Inc.

XP|G98239109

Shares:4.1M

Value:$60.0M

% of Portfolio:19.4% ($60.0M/$308.7M)

CREDICORP LTD

BAP|G2519Y108

Shares:285.0K

Value:$53.1M

% of Portfolio:17.2% ($53.1M/$308.7M)

COCA COLA FEMSA SAB DE CV

KOF|191241108

Shares:22.0K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$308.7M)

G0457F107

Shares:200.0K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$308.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMBEV S.A.(ABEVcusip02319V103)	29.1M	QoQ -3.32% (-1.0M) YoY +15.35% (+3.9M)	All Managers (Combined)	$67.7M	21.9% ($67.7M/$308.7M)	QoQ +21.75% (-$12.1M) YoY +8.38% (+$5.2M)
Anheuser-Busch InBev SA/NV(BUDcusip03524A108)	1.0M	QoQ 0.00% (+0) YoY +7.03% (+67.0K)	All Managers (Combined)	$62.7M	20.3% ($62.7M/$308.7M)	QoQ +22.94% (+$11.7M) YoY +8.41% (+$4.9M)
Itau Unibanco Holding S.A.(ITUBcusip465562106)	11.2M	QoQ +10.00% (+1.0M) YoY +10.00% (-1.0M)	All Managers (Combined)	$61.6M	19.9% ($61.6M/$308.7M)	QoQ +21.97% (+$11.1M) YoY -12.69% (-$9.0M)
XP Inc.(XPcusipG98239109)	4.1M	QoQ 0.00% (+0) YoY +17.82% (-616.0K)	All Managers (Combined)	$60.0M	19.4% ($60.0M/$308.7M)	QoQ +24.32% (+$11.7M) YoY -32.34% (-$28.7M)
CREDICORP LTD(BAPcusipG2519Y108)	285.0K	QoQ -4.04% (-12.0K) YoY -20.05% (-71.5K)	All Managers (Combined)	$53.1M	17.2% ($53.1M/$308.7M)	QoQ -2.55% (-$1.4M) YoY -12.16% (-$7.3M)
COCA COLA FEMSA SAB DE CV(KOFcusip191241108)	22.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$308.7M)	QoQ +17.20% (+$294.8K) YoY -6.08% (-$130.0K)
(cusipG0457F107)✕	200.0K	QoQ 0.00% (+0) YoY NEW(+200.0K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$308.7M)	QoQ +10.71% (+$156.0K) YoY NEW(+$1.6M)