Seafarer Capital Partners, LLC Portfolio Holdings by Sector
Seafarer Capital Partners, LLC
- $366 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Beverages—Brewers | Consumer Defensive
ABEV BUD 2 stocks |
$140,081
38.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
ITUB BAP 2 stocks |
$139,692
38.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
XP 1 stocks |
$82,234
22.46% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KOF 1 stocks |
$2,128
0.58% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
ARCO 1 stocks |
$2,051
0.56% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|