Seafarer Capital Partners, LLC Portfolio Holdings

Seafarer Capital Partners, LLC

  • $305 Million
  • Q1 2025

Seafarer Capital Partners, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $305 Million distributed in 7 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ambev S.A. with a value of $67.7M, Anheuser Busch In Bev Sa with a value of $62.7M, Itau Unibanco Holding S.A. with a value of $61.6M, Xp Inc. with a value of $56M, and Credicorp LTD with a value of $53.1M.

Examining the 13F form we can see an increase of $41.7M in the current position value, from $263M to 305M.

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

Portfolio value $305 Million
Financial Services: $171 Million
Consumer Defensive: $132 Million
Consumer Cyclical: $1.61 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$38.1B
$67.7 Million 22.23% of portfolio
29,069,000
Q1 2025 Reduced 3.33%
$140B
$62.7 Million 20.59% of portfolio
1,019,000
Q4 2024 Reduced 3.78%
$66.5B
$61.6 Million 20.2% of portfolio
11,191,400
Q1 2025 Added 10.0%
$8.86B
$56 Million 18.37% of portfolio
4,071,000
Q4 2024 Added 12.93%
$17.7B
$53.1 Million 17.41% of portfolio
285,000
Q1 2025 Reduced 4.04%
$20.1B
$2.01 Million 0.66% of portfolio
22,000
Q1 2024 Reduced 95.87%
$1.04B
$1.61 Million 0.53% of portfolio
200,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 7
  • Current Value $305 Million
  • Prior Value $263 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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