Seafarer Capital Partners, LLC Portfolio Holdings by Sector

Seafarer Capital Partners, LLC

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

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