Seafarer Capital Partners, LLC Portfolio Holdings by Sector
Seafarer Capital Partners, LLC
- $305 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Beverages—Brewers | Consumer Defensive
ABEV BUD 2 stocks |
$130,459
42.82% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
ITUB BAP 2 stocks |
$114,607
37.62% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
XP 1 stocks |
$55,976
18.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KOF 1 stocks |
$2,008
0.66% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
ARCO 1 stocks |
$1,612
0.53% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|