Seafarer Capital Partners, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 4, 2024), Seafarer Capital Partners, LLC reported 7 stock positions worth $349.5 million. Its top holding was Ambev SA-ADR (ABEV) at 21.0% of the portfolio, followed by Anheuser-Busch Inbev-SPN ADR (BUD, 20.1%) and Credicorp (BAP, 20.0%). Compared with Q2 2024, it opened 1 new position and added to 4. The biggest buy was Ambev SA-ADR (ABEV, shares +6%).
- Most Recent 13F
- Q2 2026
- Location
- CORTE MADERA, CA
- CIK
- 0001697721
- Portfolio Value
- $349.5M (Q3 2024)
- SEC Filing
- 0001697721-24-000009 ↗ filed Nov 4, 2024
Holdings Value
Holdings 7 stocks · $349.5M
| ABEV Ambev SA-ADR | 20.99% | 30,069,000 | $73.4M | Add +6.3% |
| BUD Anheuser-Busch Inbev-SPN ADR | 20.08% | 1,059,000 | $70.2M | Add +11.2% |
| BAP Credicorp Ltd. | 20.01% | 386,500 | $69.9M | Add +8.4% |
| ITUB Itau Unibanco H-Spon PRF ADR | 19.36% | 10,174,000 | $67.7M | No change |
| XP XP Inc. Class A | 18.50% | 3,605,000 | $64.7M | Add +4.3% |
| KOF Coca-Cola Femsa Sab-SP ADR | 0.56% | 22,000 | $2.0M | No change |
| ARCO Arcos Dorados Holdings Inc. Class A | 0.50% | 200,000 | $1.7M | New |
Portfolio Sells Q2 2024 → Q3 2024
| None this quarter. | |||
Portfolio Buys Q2 2024 → Q3 2024
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 |