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. <br><br> 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. <br><br> 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
$435Million
as of May 05, 2026New Buys
No new stocks were added by Seafarer Capital Partners, LLC
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
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
$435.81MTotal Value
9.00Positions
05 May, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 ABEV Ambev - SaAmbev - SaABEV | 18.81% | 28,069,000 | $81.96M 18.81% | 0%unchanged 0 percentunchanged | |
 ARCO Arcos Dorados HoldingsArcos Dorados HoldingsARCO | 0.76% | 400,000 | $3.30M 0.76% | 0%unchanged 0 percentunchanged | |
 BAP Bap UsBap UsBAP | 17.97% | 230,900 | $78.32M 17.97% | 15.42%decreased 15.42 percentreduced | |
 BUD Anheuser Busch Inbev Sa NvAnheuser Busch Inbev Sa NvBUD | 16.46% | 1,034,000 | $71.73M 16.46% | 0%unchanged 0 percentunchanged | |
 HDB Hdfc Bank LtdHdfc Bank LtdHDB | 7.07% | 1,148,000 | $30.80M 7.07% | 81.65%increased 81.65 percentadded | |
 ITUB Itau Unibanco H Spon PrfItau Unibanco H Spon PrfITUB | 20.98% | 10,909,100 | $91.42M 20.98% | 0%unchanged 0 percentunchanged | |
 KOF Coca-Cola Femsa Sab-Sp AdrCoca-Cola Femsa Sab-Sp AdrKOF | 0.65% | 29,000 | $2.83M 0.65% | 0%unchanged 0 percentunchanged | |
 SUZ Suzano SaSuzano SaSUZ | 0.84% | 365,000 | $3.65M 0.84% | 37.74%increased 37.74 percentadded | |
 XP Xp Inc.Xp Inc.XP | 16.48% | 3,771,000 | $71.80M 16.48% | 0%unchanged 0 percentunchanged | |