Seafarer Capital Partners, LLC

Q1 2026 13F-HR Holdings

Location
Corte Madera, CA
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
9
Total value ($000)
$435,807
Net value change ($000)
+50,854 (13.2%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
ITUB 13,310 17.0%
ABEV 12,631 18.2%
XP 10,069 16.3%
HDB 7,744 33.6%
BUD 5,512 8.3%
SUZ 1,179 47.6%
ARCO 364 12.4%
KOF 82 3.0%
Top Reduces (Value $000, Stocks/ETFs)
BAP -34 -0.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type