Seafarer Capital Partners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 5, 2024), Seafarer Capital Partners, LLC reported 6 stock positions worth $293.0 million. Its top holding was XP Class A (XP) at 20.7% of the portfolio, followed by Itau Unibanco H-Spon PRF ADR (ITUB, 20.3%) and Ambev SA-ADR (ABEV, 19.8%). Compared with Q1 2024, it added to 1. The biggest buy was Ambev SA-ADR (ABEV, shares +12%).
- Most Recent 13F
- Q2 2026
- Location
- CORTE MADERA, CA
- CIK
- 0001697721
- Portfolio Value
- $293.0M (Q2 2024)
- SEC Filing
- 0001697721-24-000008 ↗ filed Aug 5, 2024
Holdings Value
Holdings 6 stocks · $293.0M
| XP XP Inc. Class A | 20.74% | 3,455,000 | $60.8M | No change |
| ITUB Itau Unibanco H-Spon PRF ADR | 20.28% | 10,174,000 | $59.4M | No change |
| ABEV Ambev SA-ADR | 19.80% | 28,299,000 | $58.0M | Add +12.3% |
| BAP Credicorp Ltd. | 19.63% | 356,500 | $57.5M | No change |
| BUD Anheuser-Busch Inbev-SPN ADR | 18.90% | 952,000 | $55.4M | No change |
| KOF Coca-Cola Femsa Sab-SP ADR | 0.64% | 22,000 | $1.9M | No change |
Portfolio Sells Q1 2024 → Q2 2024
| None this quarter. | |||
Portfolio Buys Q1 2024 → Q2 2024
| ABEV Ambev SA-ADR | Add +12.3% | 19.80% | +1.53 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 9 | $433.9M | ITUB, BUD, BAP, ABEV, XP |
| Q1 2026 | 9 | $435.8M | ITUB, ABEV, BAP, XP, BUD |
| Q4 2025 | 9 | $385.0M | BAP, ITUB, ABEV, BUD, XP |
| Q3 2025 | 7 | $350.6M | ITUB, BAP, XP, ABEV, BUD |
| Q2 2025 | 7 | $366.2M | XP, ITUB, ABEV, BUD, BAP |
| Q1 2025 | 7 | $308.7M | ABEV, BUD, ITUB, XP, BAP |
| Q4 2024 | 7 | $263.0M | ABEV, BAP, BUD, ITUB, XP |
| Q3 2024 | 7 | $349.5M | ABEV, BUD, BAP, ITUB, XP |
| Q2 2024 | 6 | $293.0M | XP, ITUB, ABEV, BAP, BUD |
| Q1 2024 | 6 | $342.1M | XP, ITUB, ABEV, BAP, BUD |