Filed: 5/5/2026ACC: 0001697721-26-000004
📋 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 $435.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$435.81M
Total AUM (reported)
45.96M
Total Shares
Allocation by class
SPONSORED ADR$247.94M56.9%
COM$78.32M18.0%
CLASS A$75.10M17.2%
SPONSORED ADS$34.45M7.9%
Portfolio Concentration
Top 3$251.70M57.8%
4–10$184.11M42.2%
Top 3 weight
57.8%
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:
Itau Unibanco H Spon PRF
SOLEShares10.91M
TypeSH
Market value$91.42M
20.98%
Sole
10.91M
Shared
0.00
None
0.00
Ambev - SA
SOLEShares28.07M
TypeSH
Market value$81.96M
18.81%
Sole
28.07M
Shared
0.00
None
0.00
BAP US
SOLEShares230.90K
TypeSH
Market value$78.32M
17.97%
Sole
273K
Shared
0.00
None
0.00
XP Inc.
SOLEShares3.77M
TypeSH
Market value$71.80M
16.48%
Sole
3.77M
Shared
0.00
None
0.00
Anheuser Busch Inbev SA NV
SOLEShares1.03M
TypeSH
Market value$71.73M
16.46%
Sole
1.03M
Shared
0.00
None
0.00
HDFC Bank LTD
SOLEShares1.15M
TypeSH
Market value$30.80M
7.07%
Sole
632K
Shared
0.00
None
0.00
Suzano SA
SOLEShares365K
TypeSH
Market value$3.65M
0.84%
Sole
265K
Shared
0.00
None
0.00
ARCOS DORADOS HOLDINGS
SOLEShares400K
TypeSH
Market value$3.30M
0.76%
Sole
400K
Shared
0.00
None
0.00
COCA-COLA FEMSA SAB-SP ADR
SOLEShares29K
TypeSH
Market value$2.83M
0.65%
Sole
29K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Itau Unibanco H Spon PRFSOLE | SPONSORED ADR | 10.91M | SH | $91.42M 20.98% | 10.91M | 0.00 | 0.00 |
Ambev - SASOLE | SPONSORED ADR | 28.07M | SH | $81.96M 18.81% | 28.07M | 0.00 | 0.00 |
BAP USSOLE | COM | 230.90K | SH | $78.32M 17.97% | 273K | 0.00 | 0.00 |
XP Inc.SOLE | Class A | 3.77M | SH | $71.80M 16.48% | 3.77M | 0.00 | 0.00 |
Anheuser Busch Inbev SA NVSOLE | SPONSORED ADR | 1.03M | SH | $71.73M 16.46% | 1.03M | 0.00 | 0.00 |
HDFC Bank LTDSOLE | SPONSORED ADS | 1.15M | SH | $30.80M 7.07% | 632K | 0.00 | 0.00 |
Suzano SASOLE | SPONSORED ADS | 365K | SH | $3.65M 0.84% | 265K | 0.00 | 0.00 |
ARCOS DORADOS HOLDINGSSOLE | Class A | 400K | SH | $3.30M 0.76% | 400K | 0.00 | 0.00 |
COCA-COLA FEMSA SAB-SP ADRSOLE | SPONSORED ADR | 29K | SH | $2.83M 0.65% | 29K | 0.00 | 0.00 |