Skip to content
Disclosery

Seafarer Capital Partners, LLC

Follow

13F filer, CIK 1697721, CORTE MADERA, CA

Seafarer Capital Partners, LLC reported $366,188,436 across 7 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-05.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001697721-25-000007

Period
2025-06-30
Reported value
$366M
Holdings
7
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ARCOadded+60,000$473K

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

None.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001697721-25-000007, largest first. % of portfolio is the value over $366,188,436, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
XPXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,605,000 shares; 2024Q4: 4,071,000 shares; 2025Q1: 4,071,000 shares; 2025Q2: 4,071,000 shares 4,071,000$82.2M22.46%0Timeline
ITUBITAU UNIBANCO HLDG S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,174,000 shares; 2024Q4: 10,174,000 shares; 2025Q1: 11,191,400 shares; 2025Q2: 11,191,400 shares 11,191,400$76M20.75%0Timeline
ABEVAMBEV SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,069,000 shares; 2024Q4: 30,069,000 shares; 2025Q1: 29,069,000 shares; 2025Q2: 29,069,000 shares 29,069,000$70.1M19.13%0Timeline
BUDANHEUSER BUSCH INBEV SA NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059,000 shares; 2024Q4: 1,019,000 shares; 2025Q1: 1,019,000 shares; 2025Q2: 1,019,000 shares 1,019,000$70M19.12%0Timeline
BAPCREDICORP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,500 shares; 2024Q4: 297,000 shares; 2025Q1: 285,000 shares; 2025Q2: 285,000 shares 285,000$63.7M17.4%0Timeline
KOFCOCA-COLA FEMSA SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares 22,000$2.13M0.58%0Timeline
ARCOARCOS DORADOS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,000 shares; 2024Q4: 200,000 shares; 2025Q1: 200,000 shares; 2025Q2: 260,000 shares 260,000$2.05M0.56%+60,000Timeline

How Q2 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 0001697721-25-000007 base2025-08-05acceptance time not in the bulk data set