Q2 2026 13F · SEC CIK 1697721
Seafarer Capital Partners, LLC
Mutual fund managerFiled 2026-08-04 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $433.9M
- Reported positions
- 9
- Top holdings a year, 3 yrs
- +8.7%
- Assets under management
- $3.4B
Seafarer Capital Partners, LLC is a mutual fund manager that reported 9 positions worth $433.9M in its Q2 2026 13F, filed 2026-08-04. Its largest holdings were Itau Unibanco Hldg S A (ITUB, 20.5%), Anheuser Busch Inbev ADR (BUD, 19.6%), Credicorp Ltd. (BAP, 18.8%). A portfolio copying its top holdings returned 8.7% a year over the last 3 years, against 20.4% for the S&P 500.
Seafarer Capital Partners, LLC holdings all 9 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| ITUBItau Unibanco Hldg S A | 20.5% | +0.0% | $89.1M |
| BUDAnheuser Busch Inbev ADR | 19.6% | +0.0% | $85.2M |
| BAPCredicorp Ltd. | 18.8% | -9.5% | $81.4M |
| ABEVAmbev SA | 17.4% | -14.3% | $75.6M |
| XPXp Inc | 14.7% | +3.7% | $63.6M |
| HDBHdfc Bk Ltd ADR | 6.8% | +0.0% | $29.7M |
| ARCOArcos Dorados Holdings | 0.7% | +0.0% | $3.2M |
| SUZSuzano SA | 0.7% | +9.6% | $3.1M |
| KOFCoca-Cola Femsa Sab de Cv | 0.7% | +0.0% | $3.1M |
What Seafarer Capital Partners, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
- SUZ Suzano SA+9.6% shares
Reduced
- ABEV Ambev SA-14.3% shares
- BAP Credicorp Ltd.-9.5% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +17.2% /yr
- S&P 500 +20.1%
- 3 years
- +8.7% /yr
- S&P 500 +20.4%
- 5 years
- +9.0% /yr
- S&P 500 +13.0%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $433.9M | 9 |
| Q1 2026 | $435.8M | 9 |
| Q4 2025 | $385.0M | 9 |
| Q3 2025 | $350.6M | 7 |
| Q2 2025 | $366.2M | 7 |
| Q1 2025 | $308.7M | 7 |
| Q4 2024 | $263.0M | 7 |
| Q3 2024 | $349.5M | 7 |
| Q2 2024 | $293.0M | 6 |
| Q1 2024 | $342.1M | 6 |
| Q4 2023 | $370.1M | 6 |
| Q3 2023 | $311.3M | 6 |
Questions about Seafarer Capital Partners, LLC's portfolio
What stocks does Seafarer Capital Partners, LLC own?
Seafarer Capital Partners, LLC's latest 13F, for Q2 2026 and filed Aug 4, 2026, lists 9 positions worth $433.9M. The largest are Itau Unibanco Hldg S A (ITUB) at 20.5%, Anheuser Busch Inbev ADR (BUD) at 19.6%, Credicorp Ltd. (BAP) at 18.8%, Ambev SA (ABEV) at 17.4% and Xp Inc (XP) at 14.7%.
What did Seafarer Capital Partners, LLC buy last quarter?
In Q2 2026, Seafarer Capital Partners, LLC added Suzano SA (SUZ) (+9.6% shares), compared with its Q1 2026 filing.
What did Seafarer Capital Partners, LLC sell last quarter?
In Q2 2026, Seafarer Capital Partners, LLC Ambev SA (ABEV) (-14.3% shares) and Credicorp Ltd. (BAP) (-9.5% shares), compared with its Q1 2026 filing.
How has Seafarer Capital Partners, LLC's portfolio performed?
A portfolio copying Seafarer Capital Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +8.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.2% against +20.1%. Over 5 years: +9.0% a year against +13.0%.
When is Seafarer Capital Partners, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Seafarer Capital Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Seafarer Capital Partners, LLC manage?
Seafarer Capital Partners, LLC reported $3.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $433.9M.