Seafarer Capital Partners, LLC Long-Term Concentrated

Location: Corte Madera, CA

CIK: 0001697721 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 5, 2026

Total Value: $436M (100.0% shares, 0.0% debt)

Holdings (9)

ITUB Itau Unibanco H Spon PRF 21.0%

Value $91.42M Shares 10,909,142 Est. Cost $4.83 Unrealized —

ABEV Ambev - SA 18.8%

Value $81.96M Shares 28,069,000 Est. Cost $2.42 Unrealized —

BAP BAP US 18.0%

Value $78.32M Shares 230,900 Est. Cost $122.58 Unrealized +174.8%

XP XP Inc. 16.5%

Value $71.8M Shares 3,771,000 Est. Cost $17.82 Unrealized +8.5%

BUD Anheuser Busch Inbev SA NV 16.5%

Value $71.73M Shares 1,034,000 Est. Cost $56.81 Unrealized —

HDB HDFC Bank LTD 7.1%

Value $30.8M Shares 1,148,000 Est. Cost $32.14 Unrealized —

SUZ Suzano SA 0.8%

Value $3.654M Shares 365,000 Est. Cost $9.52 Unrealized —

ARCO ARCOS DORADOS HOLDINGS 0.8%

Value $3.3M Shares 400,000 Est. Cost $7.91 Unrealized +2.7%

KOF COCA-COLA FEMSA SAB-SP ADR 0.6%

Value $2.829M Shares 29,000 Est. Cost $60.41 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ITUB	Itau Unibanco H Spon PRF	10,909,142	$91.42M	21.0%	$4.83	—	SPONSORED ADR	465562106
ABEV	Ambev - SA	28,069,000	$81.96M	18.8%	$2.42	—	SPONSORED ADR	02319V103
BAP	BAP US	230,900	$78.32M	18.0%	$122.58	+174.8%	COM	G2519Y108
XP	XP Inc.	3,771,000	$71.8M	16.5%	$17.82	+8.5%	Class A	G98239109
BUD	Anheuser Busch Inbev SA NV	1,034,000	$71.73M	16.5%	$56.81	—	SPONSORED ADR	03524A108
HDB	HDFC Bank LTD	1,148,000	$30.8M	7.1%	$32.14	—	SPONSORED ADS	40415F101
SUZ	Suzano SA	365,000	$3.654M	0.8%	$9.52	—	SPONSORED ADS	86959K105
ARCO	ARCOS DORADOS HOLDINGS	400,000	$3.3M	0.8%	$7.91	+2.7%	Class A	G0457F107
KOF	COCA-COLA FEMSA SAB-SP ADR	29,000	$2.829M	0.6%	$60.41	—	SPONSORED ADR	191241108