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Seafarer Capital Partners, LLC

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13F 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

SecurityShares changeApprox. 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

SecurityShares changeApprox. 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).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ABEVAMBEV SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,069,000 shares; 2024Q4: 30,069,000 shares; 2025Q1: 29,069,000 shares 29,069,000$67.7M21.94%-1,000,000Timeline
BUDANHEUSER BUSCH INBEV SA NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059,000 shares; 2024Q4: 1,019,000 shares; 2025Q1: 1,019,000 shares 1,019,000$62.7M20.32%0Timeline
ITUBITAU UNIBANCO HLDG S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,174,000 shares; 2024Q4: 10,174,000 shares; 2025Q1: 11,191,400 shares 11,191,400$61.6M19.94%+1,017,400Timeline
XPXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,605,000 shares; 2024Q4: 4,071,000 shares; 2025Q1: 4,071,000 shares 4,071,000$60M19.43%0Timeline
BAPCREDICORP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,500 shares; 2024Q4: 297,000 shares; 2025Q1: 285,000 shares 285,000$53.1M17.19%-12,000Timeline
KOFCOCA-COLA FEMSA SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares 22,000$2.01M0.65%0Timeline
ARCOARCOS DORADOS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,000 shares; 2024Q4: 200,000 shares; 2025Q1: 200,000 shares 200,000$1.61M0.52%0Timeline

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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001697721-25-000004 base2025-05-07acceptance time not in the bulk data set