Seafarer Capital Partners, LLC

Q2 2026 13F-HR Holdings

Location
Corte Madera, CA
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
9
Total value ($000)
$433,944
Net value change ($000)
-1,863 (-0.4%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
BUD 13,473 18.8%
BAP 3,066 3.9%
KOF 252 8.9%
Top Reduces (Value $000, Stocks/ETFs)
XP -8,207 -11.4%
ABEV -6,384 -7.8%
ITUB -2,291 -2.5%
HDB -1,146 -3.7%
SUZ -550 -15.1%
ARCO -76 -2.3%
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