Latest Seafarer Capital Partners, LLC Stock Portfolio
About Seafarer Capital Partners, LLC and 13F Hedge Fund Stock Holdings
Seafarer Capital Partners, LLC is a hedge fund based in LARKSPUR, CA. On 29-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $2.2 Billions. In it's latest 13F Holdings report, Seafarer Capital Partners, LLC reported an equity portfolio of $385 Millions as of 31 Dec, 2025.
The top stock holdings of Seafarer Capital Partners, LLC are BAP, ITUB, . The fund has invested 20.4% of it's portfolio in BAP US and 20.3% of portfolio in ITAU UNIBANCO H SPON PRF.
Seafarer Capital Partners, LLC opened new stock positions in HDFC BANK LTD (HDB) and SUZANO SA (SUZ). The fund showed a lot of confidence in some stocks as they added substantially to ITAU UNIBANCO H SPON PRF (ITUB).
The top stock holdings of Seafarer Capital Partners, LLC are BAP, ITUB, . The fund has invested 20.4% of it's portfolio in BAP US and 20.3% of portfolio in ITAU UNIBANCO H SPON PRF.
Seafarer Capital Partners, LLC opened new stock positions in HDFC BANK LTD (HDB) and SUZANO SA (SUZ). The fund showed a lot of confidence in some stocks as they added substantially to ITAU UNIBANCO H SPON PRF (ITUB).
New Buys
| Ticker | $ Bought |
|---|---|
| hdfc bank ltd | 23,055,400 |
| suzano sa | 2,475,100 |
New stocks bought by Seafarer Capital Partners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| itau unibanco h spon prf | 3.00 |
Additions to existing portfolio by Seafarer Capital Partners, LLC
Reductions
Sold off
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
Last Reported on: 09 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ARCO | arcos dorados holdings | 0.76 | 400,000 | 2,936,000 | unchanged | 0.00 | ||
| BAP | bap us | 20.35 | 273,000 | 78,351,000 | unchanged | 0.00 | ||
| HDB | hdfc bank ltd | 5.99 | 632,000 | 23,055,400 | new | |||
| ITUB | itau unibanco h spon prf | 20.29 | 10,909,100 | 78,109,500 | added | 3.00 | ||
| KOF | coca-cola femsa sab-sp adr | 0.71 | 29,000 | 2,746,590 | unchanged | 0.00 | ||
| SUZ | suzano sa | 0.64 | 265,000 | 2,475,100 | new | |||
| XP | xp inc. | 16.04 | 3,771,000 | 61,731,300 | unchanged | 0.00 | ||
| ambev - sa | 18.01 | 28,069,000 | 69,330,400 | unchanged | 0.00 | |||
| anheuser busch inbev sa nv | 17.20 | 1,034,000 | 66,217,400 | unchanged | 0.00 | |||