Seafarer Capital Partners, LLC

CORTE MADERA, CA · CIK 1697721 · 13F filing filed 2026-08-04

SEC-registered investment adviser since 2011 · limited liability company

$433.9m reported value -0.4% vs Q1 2026

9positions

100.0%in top 10

0 new 2 added 2 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ITAU UNIBANCO HLDG S A SPON ADR REP PFD ITUB	ITUB	10,909,142	$89.1m20.54%	20.54%	Unchanged
2	ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR BUD	BUD	1,034,000	$85.2m19.63%	19.63%	Unchanged
3	CREDICORP LTD COM BAP	BAP	208,900	$81.4m18.75%	18.75%	Reduced -22.0k	-22,000 -9.5%
4	AMBEV SA SPONSORED ADR ABEV	ABEV	24,069,000	$75.6m17.42%	17.42%	Reduced -4.0m	-4,000,000 -14.2%
5	XP INC CL A XP	XP	3,911,000	$63.6m14.65%	14.65%	Added +140.0k	+140,000 3.7%
6	HDFC BANK LTD SPONSORED ADS HDB	HDB	1,148,000	$29.7m6.83%	6.83%	Unchanged
7	ARCOS DORADOS HOLDINGS INC SHS CLASS -A - ARCO	ARCO	400,000	$3.2m0.74%	0.74%	Unchanged
8	SUZANO S A SPON ADS SUZ	SUZ	400,000	$3.1m0.72%	0.72%	Added +35.0k	+35,000 9.6%
9	COCA-COLA FEMSA SAB DE CV SPONS ADS REP KOF	KOF	29,000	$3.1m0.71%	0.71%	Unchanged