Seafarer Capital Partners, LLC

Q3 2025 13F-HR Holdings

Location
Corte Madera, CA
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
7
Total value ($000)
$350,633
Net value change ($000)
-15,555 (-4.2%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2025 Next filing: 1/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BAP 8,991 14.1%
ITUB 1,751 2.3%
ARCO 649 31.6%
KOF 282 13.3%
Top Reduces (Value $000, Stocks/ETFs)
XP -11,377 -13.8%
BUD -8,389 -12.0%
ABEV -7,462 -10.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type