Filed: 8/4/2026ACC: 0001697721-26-000005
📋 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 $433.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$433.94M
Total AUM (reported)
42.11M
Total Shares
Allocation by class
SPONSORED ADR$252.99M58.3%
COM$81.38M18.8%
CLASS A$66.82M15.4%
SPONSORED ADS$32.76M7.5%
Portfolio Concentration
Top 3$255.71M58.9%
4–10$178.23M41.1%
Top 3 weight
58.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 42.11M
Sole
Full voting authority
42.11M
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$89.13M
20.54%
Sole
10.91M
Shared
0.00
None
0.00
Anheuser Busch Inbev SA NV
SOLEShares1.03M
TypeSH
Market value$85.20M
19.63%
Sole
1.03M
Shared
0.00
None
0.00
BAP US
SOLEShares208.90K
TypeSH
Market value$81.38M
18.75%
Sole
208.90K
Shared
0.00
None
0.00
Ambev - SA
SOLEShares24.07M
TypeSH
Market value$75.58M
17.42%
Sole
24.07M
Shared
0.00
None
0.00
XP Inc.
SOLEShares3.91M
TypeSH
Market value$63.59M
14.65%
Sole
3.91M
Shared
0.00
None
0.00
HDFC Bank LTD
SOLEShares1.15M
TypeSH
Market value$29.65M
6.83%
Sole
1.15M
Shared
0.00
None
0.00
ARCOS DORADOS HOLDINGS
SOLEShares400K
TypeSH
Market value$3.22M
0.74%
Sole
400K
Shared
0.00
None
0.00
Suzano SA
SOLEShares400K
TypeSH
Market value$3.10M
0.72%
Sole
400K
Shared
0.00
None
0.00
COCA-COLA FEMSA SAB-SP ADR
SOLEShares29K
TypeSH
Market value$3.08M
0.71%
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 | $89.13M 20.54% | 10.91M | 0.00 | 0.00 |
Anheuser Busch Inbev SA NVSOLE | SPONSORED ADR | 1.03M | SH | $85.20M 19.63% | 1.03M | 0.00 | 0.00 |
BAP USSOLE | COM | 208.90K | SH | $81.38M 18.75% | 208.90K | 0.00 | 0.00 |
Ambev - SASOLE | SPONSORED ADR | 24.07M | SH | $75.58M 17.42% | 24.07M | 0.00 | 0.00 |
XP Inc.SOLE | Class A | 3.91M | SH | $63.59M 14.65% | 3.91M | 0.00 | 0.00 |
HDFC Bank LTDSOLE | SPONSORED ADS | 1.15M | SH | $29.65M 6.83% | 1.15M | 0.00 | 0.00 |
ARCOS DORADOS HOLDINGSSOLE | Class A | 400K | SH | $3.22M 0.74% | 400K | 0.00 | 0.00 |
Suzano SASOLE | SPONSORED ADS | 400K | SH | $3.10M 0.72% | 400K | 0.00 | 0.00 |
COCA-COLA FEMSA SAB-SP ADRSOLE | SPONSORED ADR | 29K | SH | $3.08M 0.71% | 29K | 0.00 | 0.00 |