Latest Seafarer Capital Partners, LLC Stock Portfolio
$435Million
About Seafarer Capital Partners, LLC and 13F Hedge Fund Stock Holdings
Seafarer Capital Partners, LLC is a hedge fund based in Larkspur, CA. On 2026-05-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Seafarer Capital Partners, LLC reported an equity portfolio of $435.8 Millions as of 31 Mar, 2026.
The top stock holdings of Seafarer Capital Partners, LLC are ITUB, ABEV, BAP. The fund has invested 21% of it's portfolio in ITAU UNIBANCO H SPON PRF and 18.8% of portfolio in AMBEV - SA.
They significantly reduced their stock positions in BAP US (BAP). The fund showed a lot of confidence in some stocks as they added substantially to HDFC BANK LTD (HDB) and SUZANO SA (SUZ).
The top stock holdings of Seafarer Capital Partners, LLC are ITUB, ABEV, BAP. The fund has invested 21% of it's portfolio in ITAU UNIBANCO H SPON PRF and 18.8% of portfolio in AMBEV - SA.
They significantly reduced their stock positions in BAP US (BAP). The fund showed a lot of confidence in some stocks as they added substantially to HDFC BANK LTD (HDB) and SUZANO SA (SUZ).
Seafarer Capital Partners, LLC Equity Portfolio Value
Last Reported on: 05 May, 2026
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| hdfc bank ltd | 81.65 |
| suzano sa | 37.74 |
Additions to existing portfolio by Seafarer Capital Partners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| bap us | -15.42 |
Seafarer Capital Partners, LLC reduced stake in above stock
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: 05 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ABEV | ambev - sa | 18.81 | 28,069,000 | 81,961,500 | unchanged | 0.00 | ||
| ARCO | arcos dorados holdings | 0.76 | 400,000 | 3,300,000 | unchanged | 0.00 | ||
| BAP | bap us | 17.97 | 230,900 | 78,316,700 | reduced | -15.42 | ||
| BUD | anheuser busch inbev sa nv | 16.46 | 1,034,000 | 71,728,600 | unchanged | 0.00 | ||
| HDB | hdfc bank ltd | 7.07 | 1,148,000 | 30,799,400 | added | 81.65 | ||
| ITUB | itau unibanco h spon prf | 20.98 | 10,909,100 | 91,418,600 | unchanged | 0.00 | ||
| KOF | coca-cola femsa sab-sp adr | 0.65 | 29,000 | 2,828,950 | unchanged | 0.00 | ||
| SUZ | suzano sa | 0.84 | 365,000 | 3,653,650 | added | 37.74 | ||
| XP | xp inc. | 16.48 | 3,771,000 | 71,799,800 | unchanged | 0.00 | ||