Seafarer Capital Partners, LLC
Follow13F filer, CIK 1697721, CORTE MADERA, CA
Seafarer Capital Partners, LLC reported $308,665,340 across 7 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-07.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001697721-25-000004
- Period
- 2025-03-31
- Reported value
- $309M
- Holdings
- 7
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| ITUBadded | +1,017,400 | $5.6M |
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
| Security | Shares change | Approx. value |
|---|---|---|
| ABEVreduced | -1,000,000 | -$2.33M |
| BAPreduced | -12,000 | -$2.23M |
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, Q1 2025
Share positions as resolved from 13F-HR 0001697721-25-000004, largest first. % of portfolio is the value over $308,665,340, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| ABEVAMBEV SA | 29,069,000 | $67.7M | 21.94% | -1,000,000 | Timeline | ||
| BUDANHEUSER BUSCH INBEV SA NV | 1,019,000 | $62.7M | 20.32% | 0 | Timeline | ||
| ITUBITAU UNIBANCO HLDG S A | 11,191,400 | $61.6M | 19.94% | +1,017,400 | Timeline | ||
| XPXP INC | 4,071,000 | $60M | 19.43% | 0 | Timeline | ||
| BAPCREDICORP LTD | 285,000 | $53.1M | 17.19% | -12,000 | Timeline | ||
| KOFCOCA-COLA FEMSA SAB DE CV | 22,000 | $2.01M | 0.65% | 0 | Timeline | ||
| ARCOARCOS DORADOS HLDGS INC | 200,000 | $1.61M | 0.52% | 0 | Timeline |
How Q1 2025 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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001697721-25-000004 | base | 2025-05-07 | acceptance time not in the bulk data set |