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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