Seafarer Capital Partners, LLC Portfolio Holdings by Sector

Seafarer Capital Partners, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Banks—Regional \| Financial Services ITUB BAP HDB 3 stocks	$175,914 45.12% of portfolio	2	-	1	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive ABEV BUD 2 stocks	$135,807 34.83% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services XP 1 stocks	$70,366 18.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical ARCO 1 stocks	$2,916 0.75% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KOF 1 stocks	$2,551 0.65% of portfolio	-	-	-	-	0 Calls 0 Puts
Paper & Paper Products \| Basic Materials SUZ 1 stocks	$2,361 0.61% of portfolio	1	-	1	-	0 Calls 0 Puts

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