Filed: 1/9/2026ACC: 0001697721-26-000003
📋 What this filing means
SEAFARER CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $384.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$384.95M
Total AUM (reported)
45.38M
Total Shares
Allocation by class
SPONSORED ADR$216.40M56.2%
COM$78.35M20.4%
CLASS A$64.67M16.8%
SPONSORED ADS$25.53M6.6%
Portfolio Concentration
Top 3$225.79M58.7%
4–10$159.16M41.3%
Top 3 weight
58.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 45.38M
Sole
Full voting authority
45.38M
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)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
BAP US
SOLEShares273K
TypeSH
Market value$78.35M
20.35%
Sole
273K
Shared
0.00
None
0.00
Itau Unibanco H Spon PRF
SOLEShares10.91M
TypeSH
Market value$78.11M
20.29%
Sole
10.91M
Shared
0.00
None
0.00
Ambev - SA
SOLEShares28.07M
TypeSH
Market value$69.33M
18.01%
Sole
28.07M
Shared
0.00
None
0.00
Anheuser Busch Inbev SA NV
SOLEShares1.03M
TypeSH
Market value$66.22M
17.20%
Sole
1.03M
Shared
0.00
None
0.00
XP Inc.
SOLEShares3.77M
TypeSH
Market value$61.73M
16.04%
Sole
3.77M
Shared
0.00
None
0.00
HDFC Bank LTD
SOLEShares632K
TypeSH
Market value$23.06M
5.99%
Sole
632K
Shared
0.00
None
0.00
ARCOS DORADOS HOLDINGS
SOLEShares400K
TypeSH
Market value$2.94M
0.76%
Sole
400K
Shared
0.00
None
0.00
COCA-COLA FEMSA SAB-SP ADR
SOLEShares29K
TypeSH
Market value$2.75M
0.71%
Sole
29K
Shared
0.00
None
0.00
Suzano SA
SOLEShares265K
TypeSH
Market value$2.48M
0.64%
Sole
265K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BAP USSOLE | COM | 273K | SH | $78.35M 20.35% | 273K | 0.00 | 0.00 |
Itau Unibanco H Spon PRFSOLE | SPONSORED ADR | 10.91M | SH | $78.11M 20.29% | 10.91M | 0.00 | 0.00 |
Ambev - SASOLE | SPONSORED ADR | 28.07M | SH | $69.33M 18.01% | 28.07M | 0.00 | 0.00 |
Anheuser Busch Inbev SA NVSOLE | SPONSORED ADR | 1.03M | SH | $66.22M 17.20% | 1.03M | 0.00 | 0.00 |
XP Inc.SOLE | Class A | 3.77M | SH | $61.73M 16.04% | 3.77M | 0.00 | 0.00 |
HDFC Bank LTDSOLE | SPONSORED ADS | 632K | SH | $23.06M 5.99% | 632K | 0.00 | 0.00 |
ARCOS DORADOS HOLDINGSSOLE | Class A | 400K | SH | $2.94M 0.76% | 400K | 0.00 | 0.00 |
COCA-COLA FEMSA SAB-SP ADRSOLE | SPONSORED ADR | 29K | SH | $2.75M 0.71% | 29K | 0.00 | 0.00 |
Suzano SASOLE | SPONSORED ADS | 265K | SH | $2.48M 0.64% | 265K | 0.00 | 0.00 |