Seafarer Capital Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 3, 2025), Seafarer Capital Partners, LLC reported 7 stock positions worth $263.0 million. Its top holding was Ambev SA-ADR (ABEV) at 21.2% of the portfolio, followed by Credicorp (BAP, 20.7%) and Anheuser-Busch Inbev-SPN ADR (BUD, 19.4%). Compared with Q3 2024, it added to 1 and reduced 2. The biggest buy was XP Class A (XP, shares +13%) and the biggest sale Anheuser-Busch Inbev-SPN ADR (BUD, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- CORTE MADERA, CA
- CIK
- 0001697721
- Portfolio Value
- $263.0M (Q4 2024)
- SEC Filing
- 0001697721-25-000002 ↗ filed Feb 3, 2025
Holdings Value
Holdings 7 stocks · $263.0M
| ABEV Ambev SA-ADR | 21.15% | 30,069,000 | $55.6M | No change |
| BAP Credicorp Ltd. | 20.70% | 297,000 | $54.4M | Reduce -23.2% |
| BUD Anheuser-Busch Inbev-SPN ADR | 19.40% | 1,019,000 | $51.0M | Reduce -3.8% |
| ITUB Itau Unibanco H-Spon PRF ADR | 19.19% | 10,174,000 | $50.5M | No change |
| XP XP Inc. Class A | 18.34% | 4,071,000 | $48.2M | Add +12.9% |
| KOF Coca-Cola Femsa Sab-SP ADR | 0.65% | 22,000 | $1.7M | No change |
| ARCO Arcos Dorados Holdings Inc. Class A | 0.55% | 200,000 | $1.5M | No change |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| XP XP Inc. Class A | Add +12.9% | 18.34% | −0.16 |
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 |