Seafarer Capital Partners, LLC Portfolio Holdings

Seafarer Capital Partners, LLC

  • $390 Million
  • Q4 2025

Seafarer Capital Partners, LLC has filed its 13F form on January 09, 2026 for Q4 2025 where it was disclosed a total value porftolio of $390 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Itau Unibanco Holding S.A. with a value of $83.3M, Ambev S.A. with a value of $71.6M, Xp Inc. with a value of $70.4M, Credicorp LTD with a value of $69.3M, and Anheuser Busch In Bev Sa with a value of $64.2M.

Examining the 13F form we can see an increase of $39.3M in the current position value, from $351M to 390M.

Below you can find more details about Seafarer Capital Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $390 Million
Financial Services: $246 Million
Consumer Defensive: $138 Million
Consumer Cyclical: $2.92 Million
Basic Materials: $2.36 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$74.9B
$83.3 Million 21.38% of portfolio
10,909,142
Q4 2025 Added 3.0%
$40.1B
$71.6 Million 18.36% of portfolio
28,069,000
Q3 2025 Reduced 3.44%
$8.35B
$70.4 Million 18.05% of portfolio
3,771,000
Q3 2025 Reduced 7.37%
$20.2B
$69.3 Million 17.77% of portfolio
273,000
Q3 2025 Reduced 4.21%
$125B
$64.2 Million 16.47% of portfolio
1,034,000
Q3 2025 Added 1.47%
$68.4B
$23.3 Million 5.97% of portfolio
632,000
Q4 2025 New
$952M
$2.92 Million 0.75% of portfolio
400,000
Q3 2025 Added 53.85%
$18.5B
$2.55 Million 0.65% of portfolio
29,000
Q3 2025 Added 31.82%
$11.7B
$2.36 Million 0.61% of portfolio
265,000
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $390 Million
  • Prior Value $351 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 09, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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