Q4 2025 · 13F-HR
Seafarer Capital Partners, LLCholdings as filed
Filed 2026-01-09 · accession 0001697721-26-000003
$385.0M
Reported value
9
Positions
2025-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G2519Y108 | BAP | BAP US | $78.4M | 20.4% | 273,000 | Common | SOLE |
| 465562106 | ITUB | Itau Unibanco H Spon PRF | $78.1M | 20.3% | 10,909,142 | Common | SOLE |
| 02319V103 | ABEV | Ambev - SA | $69.3M | 18.0% | 28,069,000 | Common | SOLE |
| 03524A108 | BUD | Anheuser Busch Inbev SA NV | $66.2M | 17.2% | 1,034,000 | Common | SOLE |
| G98239109 | XP | XP Inc. | $61.7M | 16.0% | 3,771,000 | Common | SOLE |
| 40415F101 | HDB | HDFC Bank LTD | $23.1M | 5.99% | 632,000 | Common | SOLE |
| G0457F107 | ARCO | ARCOS DORADOS HOLDINGS | $2.9M | 0.76% | 400,000 | Common | SOLE |
| 191241108 | KOF | COCA-COLA FEMSA SAB-SP ADR | $2.7M | 0.71% | 29,000 | Common | SOLE |
| 86959K105 | SUZ | Suzano SA | $2.5M | 0.64% | 265,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.