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Seafarer Capital Partners, LLC

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13F filer, CIK 1697721, CORTE MADERA, CA

Seafarer Capital Partners, LLC reported $435,807,143 across 9 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-05.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001697721-26-000004

Period
2026-03-31
Reported value
$436M
Holdings
9
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HDBadded+516,000$13.8M
SUZadded+100,000$1M

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
BAPreduced-42,100-$14.3M

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 2026

Share positions as resolved from 13F-HR 0001697721-26-000004, largest first. % of portfolio is the value over $435,807,143, 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; 2024Q2: restricted; 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 10,909,142$91.4M20.98%0Timeline
ABEVAMBEV SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 28,069,000$82M18.81%0Timeline
BAPCREDICORP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 230,900$78.3M17.97%-42,100Timeline
XPXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,771,000$71.8M16.48%0Timeline
BUDANHEUSER BUSCH INBEV SA NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,034,000$71.7M16.46%0Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 632,000 shares; 2026Q1: 1,148,000 shares 1,148,000$30.8M7.07%+516,000Timeline
SUZSUZANO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 265,000 shares; 2026Q1: 365,000 shares 365,000$3.65M0.84%+100,000Timeline
ARCOARCOS DORADOS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 400,000$3.3M0.76%0Timeline
KOFCOCA-COLA FEMSA SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 29,000$2.83M0.65%0Timeline

How Q1 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 0001697721-26-000004 base2026-05-05acceptance time not in the bulk data set