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Seafarer Capital Partners, LLC

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13F filer, CIK 1697721, CORTE MADERA, CA

Seafarer Capital Partners, LLC reported $433,944,162 across 9 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-04.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001697721-26-000005

Period
2026-06-30
Reported value
$434M
Holdings
9
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XPadded+140,000$2.28M
SUZadded+35,000$272K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ABEVreduced-4,000,000-$12.6M
BAPreduced-22,000-$8.57M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001697721-26-000005, largest first. % of portfolio is the value over $433,944,162, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ITUBITAU UNIBANCO HLDG S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,174,000 shares; 2024Q4: 10,174,000 shares; 2025Q1: 11,191,400 shares; 2025Q2: 11,191,400 shares; 2025Q3: 10,591,400 shares; 2025Q4: 10,909,142 shares; 2026Q1: 10,909,142 shares; 2026Q2: 10,909,142 shares 10,909,142$89.1M20.54%0Timeline
BUDANHEUSER BUSCH INBEV SA NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,059,000 shares; 2024Q4: 1,019,000 shares; 2025Q1: 1,019,000 shares; 2025Q2: 1,019,000 shares; 2025Q3: 1,034,000 shares; 2025Q4: 1,034,000 shares; 2026Q1: 1,034,000 shares; 2026Q2: 1,034,000 shares 1,034,000$85.2M19.63%0Timeline
BAPCREDICORP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 386,500 shares; 2024Q4: 297,000 shares; 2025Q1: 285,000 shares; 2025Q2: 285,000 shares; 2025Q3: 273,000 shares; 2025Q4: 273,000 shares; 2026Q1: 230,900 shares; 2026Q2: 208,900 shares 208,900$81.4M18.75%-22,000Timeline
ABEVAMBEV SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,069,000 shares; 2024Q4: 30,069,000 shares; 2025Q1: 29,069,000 shares; 2025Q2: 29,069,000 shares; 2025Q3: 28,069,000 shares; 2025Q4: 28,069,000 shares; 2026Q1: 28,069,000 shares; 2026Q2: 24,069,000 shares 24,069,000$75.6M17.42%-4,000,000Timeline
XPXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,605,000 shares; 2024Q4: 4,071,000 shares; 2025Q1: 4,071,000 shares; 2025Q2: 4,071,000 shares; 2025Q3: 3,771,000 shares; 2025Q4: 3,771,000 shares; 2026Q1: 3,771,000 shares; 2026Q2: 3,911,000 shares 3,911,000$63.6M14.65%+140,000Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 632,000 shares; 2026Q1: 1,148,000 shares; 2026Q2: 1,148,000 shares 1,148,000$29.7M6.83%0Timeline
ARCOARCOS DORADOS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,000 shares; 2024Q4: 200,000 shares; 2025Q1: 200,000 shares; 2025Q2: 260,000 shares; 2025Q3: 400,000 shares; 2025Q4: 400,000 shares; 2026Q1: 400,000 shares; 2026Q2: 400,000 shares 400,000$3.22M0.74%0Timeline
SUZSUZANO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 265,000 shares; 2026Q1: 365,000 shares; 2026Q2: 400,000 shares 400,000$3.1M0.72%+35,000Timeline
KOFCOCA-COLA FEMSA SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 29,000 shares; 2025Q4: 29,000 shares; 2026Q1: 29,000 shares; 2026Q2: 29,000 shares 29,000$3.08M0.71%0Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001697721-26-000005 base2026-08-04acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001697721-26-000005 Quarter ended 2026-06-302026-08-04acceptance time not in the bulk data set
13F-HR 0001697721-26-000004 Quarter ended 2026-03-312026-05-05acceptance time not in the bulk data set
13F-HR 0001697721-26-000003 Quarter ended 2025-12-312026-01-09acceptance time not in the bulk data set
13F-HR 0001697721-25-000008 Quarter ended 2025-09-302025-11-04acceptance time not in the bulk data set
13F-HR 0001697721-25-000007 Quarter ended 2025-06-302025-08-05acceptance time not in the bulk data set
13F-HR 0001697721-25-000004 Quarter ended 2025-03-312025-05-07acceptance time not in the bulk data set
13F-HR 0001697721-25-000002 Quarter ended 2024-12-312025-02-03acceptance time not in the bulk data set
13F-HR 0001697721-24-000009 Quarter ended 2024-09-302024-11-04acceptance time not in the bulk data set
13F-HR 0001697721-24-000008 Quarter ended 2024-06-302024-08-05acceptance time not in the bulk data set
13F-HR 0001697721-24-000005 Quarter ended 2024-03-312024-05-03acceptance time not in the bulk data set
13F-HR 0001697721-24-000002 Quarter ended 2023-12-312024-02-02acceptance time not in the bulk data set
13F-HR 0001697721-23-000007 Quarter ended 2023-09-302023-11-06acceptance time not in the bulk data set
13F-HR 0001697721-23-000006 Quarter ended 2023-06-302023-08-18acceptance time not in the bulk data set
13F-HR 0001697721-23-000005 Quarter ended 2023-03-312023-05-04acceptance time not in the bulk data set
13F-HR 0001697721-23-000002 Quarter ended 2022-12-312023-02-02acceptance time not in the bulk data set
13F-HR 0001697721-22-000007 Quarter ended 2022-09-302022-11-04acceptance time not in the bulk data set
13F-HR 0001697721-22-000006 Quarter ended 2022-06-302022-08-04acceptance time not in the bulk data set
13F-HR 0001697721-22-000005 Quarter ended 2022-03-312022-05-06acceptance time not in the bulk data set
13F-HR 0001697721-22-000001 Quarter ended 2021-12-312022-02-07acceptance time not in the bulk data set
13F-HR 0001697721-21-000004 Quarter ended 2021-09-302021-11-03acceptance time not in the bulk data set
13F-HR 0001697721-21-000003 Quarter ended 2021-06-302021-08-04acceptance time not in the bulk data set
13F-HR 0001697721-21-000002 Quarter ended 2021-03-312021-05-05acceptance time not in the bulk data set
13F-HR 0001697721-21-000001 Quarter ended 2020-12-312021-02-04acceptance time not in the bulk data set
13F-HR 0001697721-20-000007 Quarter ended 2020-09-302020-11-04acceptance time not in the bulk data set
13F-HR 0001697721-20-000005 Quarter ended 2020-06-302020-08-05acceptance time not in the bulk data set
13F-HR 0001697721-20-000004 Quarter ended 2020-03-312020-05-12acceptance time not in the bulk data set
13F-HR 0001697721-20-000001 Quarter ended 2019-12-312020-02-04acceptance time not in the bulk data set
13F-HR 0001697721-19-000005 Quarter ended 2019-09-302019-11-05acceptance time not in the bulk data set
13F-HR 0001697721-19-000004 Quarter ended 2019-06-302019-08-01acceptance time not in the bulk data set
13F-HR 0001697721-19-000003 Quarter ended 2019-03-312019-05-14acceptance time not in the bulk data set
13F-HR 0001697721-19-000001 Quarter ended 2018-12-312019-02-04acceptance time not in the bulk data set
13F-HR 0001697721-18-000004 Quarter ended 2018-09-302018-10-12acceptance time not in the bulk data set
13F-HR 0001697721-18-000003 Quarter ended 2018-06-302018-07-06acceptance time not in the bulk data set
13F-HR 0001697721-18-000002 Quarter ended 2018-03-312018-04-20acceptance time not in the bulk data set
13F-HR 0001697721-18-000001 Quarter ended 2017-12-312018-02-05acceptance time not in the bulk data set
13F-HR 0001697721-17-000005 Quarter ended 2017-09-302017-10-31acceptance time not in the bulk data set
13F-HR 0001697721-17-000004 Quarter ended 2017-06-302017-07-26acceptance time not in the bulk data set
13F-HR 0001697721-17-000003 Quarter ended 2017-03-312017-05-05acceptance time not in the bulk data set
13F-HR 0001697721-17-000001 Quarter ended 2016-12-312017-02-13acceptance time not in the bulk data set