Filed: 8/5/2025ACC: 0001697721-25-000007
📋 What this filing means
SEAFARER CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 7 equity positions with a total reported market value of $366.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
7
Positions
$366.19M
Total AUM (reported)
45.92M
Total Shares
Allocation by class
SPONSORED ADR$218.20M59.6%
CLASS A$84.29M23.0%
COM$63.70M17.4%
Portfolio Concentration
Top 3$228.28M62.3%
4–10$137.91M37.7%
Top 3 weight
62.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 45.92M
Sole
Full voting authority
45.92M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole7
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings7
Rows:
XP Inc.
SOLEShares4.07M
TypeSH
Market value$82.23M
22.46%
Sole
4.07M
Shared
0.00
None
0.00
Itau Unibanco H Spon PRF
SOLEShares11.19M
TypeSH
Market value$75.99M
20.75%
Sole
11.19M
Shared
0.00
None
0.00
Ambev - SA
SOLEShares29.07M
TypeSH
Market value$70.06M
19.13%
Sole
29.07M
Shared
0.00
None
0.00
Anheuser Busch Inbev SA NV
SOLEShares1.02M
TypeSH
Market value$70.03M
19.12%
Sole
1.02M
Shared
0.00
None
0.00
BAP US
SOLEShares285K
TypeSH
Market value$63.70M
17.40%
Sole
285K
Shared
0.00
None
0.00
COCA-COLA FEMSA SAB-SP ADR
SOLEShares22K
TypeSH
Market value$2.13M
0.58%
Sole
22K
Shared
0.00
None
0.00
ARCOS DORADOS HOLDINGS
SOLEShares260K
TypeSH
Market value$2.05M
0.56%
Sole
260K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
XP Inc.SOLE | Class A | 4.07M | SH | $82.23M 22.46% | 4.07M | 0.00 | 0.00 |
Itau Unibanco H Spon PRFSOLE | SPONSORED ADR | 11.19M | SH | $75.99M 20.75% | 11.19M | 0.00 | 0.00 |
Ambev - SASOLE | SPONSORED ADR | 29.07M | SH | $70.06M 19.13% | 29.07M | 0.00 | 0.00 |
Anheuser Busch Inbev SA NVSOLE | SPONSORED ADR | 1.02M | SH | $70.03M 19.12% | 1.02M | 0.00 | 0.00 |
BAP USSOLE | COM | 285K | SH | $63.70M 17.40% | 285K | 0.00 | 0.00 |
COCA-COLA FEMSA SAB-SP ADRSOLE | SPONSORED ADR | 22K | SH | $2.13M 0.58% | 22K | 0.00 | 0.00 |
ARCOS DORADOS HOLDINGSSOLE | Class A | 260K | SH | $2.05M 0.56% | 260K | 0.00 | 0.00 |