Latest Seafarer Capital Partners, LLC Stock Portfolio
$433Million
About Seafarer Capital Partners, LLC and 13F Hedge Fund Stock Holdings
Seafarer Capital Partners, LLC is a hedge fund based in Larkspur, CA. On 2026-08-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Seafarer Capital Partners, LLC reported an equity portfolio of $433.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Seafarer Capital Partners, LLC are ITUB, BUD, BAP. The fund has invested 20.5% of it's portfolio in ITAU UNIBANCO H SPON PRF and 19.6% of portfolio in ANHEUSER BUSCH INBEV SA NV. <br><br> They significantly reduced their stock positions in AMBEV - SA (ABEV) and BAP US (BAP). The fund showed a lot of confidence in some stocks as they added substantially to SUZANO SA (SUZ) and XP INC. (XP).
Seafarer Capital Partners, LLC Equity Portfolio Value
Last Reported on: 04 Aug, 2026
$433Million
as of Aug 04, 2026New Buys
No new stocks were added by Seafarer Capital Partners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| suzano sa | 9.59 |
| xp inc. | 3.71 |
Additions to existing portfolio by Seafarer Capital Partners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ambev - sa | -14.25 |
| bap us | -9.53 |
Seafarer Capital Partners, LLC reduced stake in above stock
Sold off
None of the stocks were completely sold off by Seafarer Capital Partners, LLC
Seafarer Capital Partners, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Seafarer Capital Partners, LLC
$433.94MTotal Value
9.00Positions
04 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 ABEV Ambev - SaAmbev - SaABEV | 17.42% | 24,069,000 | $75.58M 17.42% | 14.25%decreased 14.25 percentreduced | |
 ARCO Arcos Dorados HoldingsArcos Dorados HoldingsARCO | 0.74% | 400,000 | $3.22M 0.74% | 0%unchanged 0 percentunchanged | |
 BAP Bap UsBap UsBAP | 18.75% | 208,900 | $81.38M 18.75% | 9.53%decreased 9.53 percentreduced | |
 BUD Anheuser Busch Inbev Sa NvAnheuser Busch Inbev Sa NvBUD | 19.63% | 1,034,000 | $85.20M 19.63% | 0%unchanged 0 percentunchanged | |
 HDB Hdfc Bank LtdHdfc Bank LtdHDB | 6.83% | 1,148,000 | $29.65M 6.83% | 0%unchanged 0 percentunchanged | |
 ITUB Itau Unibanco H Spon PrfItau Unibanco H Spon PrfITUB | 20.54% | 10,909,100 | $89.13M 20.54% | 0%unchanged 0 percentunchanged | |
 KOF Coca-Cola Femsa Sab-Sp AdrCoca-Cola Femsa Sab-Sp AdrKOF | 0.71% | 29,000 | $3.08M 0.71% | 0%unchanged 0 percentunchanged | |
 SUZ Suzano SaSuzano SaSUZ | 0.72% | 400,000 | $3.10M 0.72% | 9.59%increased 9.59 percentadded | |
 XP Xp Inc.Xp Inc.XP | 14.65% | 3,911,000 | $63.59M 14.65% | 3.71%increased 3.71 percentadded | |