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Seafarer Capital Partners, LLC13F | |
| Seafarer Capital Partners, LLC | |
| Last update 2025-05-07 | 7 Stocks (0 new) |
| Value $309.00 Mil | Turnover 0 % |
Seafarer Capital Partners, LLC... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ABEV | Ambev SA | 29,069,000 | 67,730.8 | -3.33% | 21.940 | -0.70% | 0.190 | +21.33% | +37.07% | 38,920.6 | Beverages - Alcoholic | |
BUD | Anheuser-Busch InBev SA/NV | 1,019,000 | 62,729.6 | 0% | 20.320 | 0% | 0.050 | +18.81% | +44.94% | 139,663.8 | Beverages - Alcoholic | |
ITUB | Itau Unibanco Holding SA | 11,191,400 | 61,552.7 | 0% | 19.940 | 0% | 0.100 | +32.71% | +55.11% | 71,065.8 | Banks | |
XP | XP Inc | 4,071,000 | 59,976.3 | 0% | 19.430 | 0% | 0.760 | +42.46% | +69.03% | 10,554.7 | Capital Markets | |
BAP | Credicorp Ltd | 285,000 | 53,055.6 | -4.04% | 17.190 | -0.84% | 0.360 | +26.03% | +25.77% | 17,338.4 | Banks | |
KOF | Coca-Cola Femsa SAB de CV | 22,000 | 2,008.4 | 0% | 0.650 | 0% | 0.010 | +11.63% | +25.72% | 20,371.5 | Beverages - Non-Alcoholic | |
ARCO | Arcos Dorados Holdings Inc | 200,000 | 1,612.0 | 0% | 0.520 | 0% | 0.090 | -2.70% | +1.71% | 1,548.4 | Restaurants |
Seafarer Capital Partners, LLC's Historical Top Holdings Breakdowns
Seafarer Capital Partners, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BAP | Credicorp Ltd | 2025-03-31 | Reduce | -0.84% | 178.97 ($185.61) 197.4 | $218.46 | 17.70% | Reduce -4.04% | 285,000 | -12,000 | |
ABEV | Ambev SA | 2025-03-31 | Reduce | -0.70% | 1.77 ($2) 2.37 | $2.49 | 24.50% | Reduce -3.33% | 29,069,000 | -1,000,000 | |
BAP | Credicorp Ltd | 2024-12-31 | Reduce | -4.63% | 180.17 ($187.05) 198.65 | $218.46 | 16.79% | Reduce -23.16% | 297,000 | -89,500 | |
XP | XP Inc | 2024-12-31 | Add | +2.10% | 11.78 ($15.7) 18.16 | $20.03 | 27.58% | Add 12.93% | 4,071,000 | 466,000 | |
BUD | Anheuser-Busch InBev SA/NV | 2024-12-31 | Reduce | -0.76% | 49.78 ($57.71) 66.4 | $71.42 | 23.76% | Reduce -3.78% | 1,019,000 | -40,000 | |
BUD | Anheuser-Busch InBev SA/NV | 2024-09-30 | Add | +2.03% | 58.35 ($61.68) 66.29 | $71.42 | 15.79% | Add 11.24% | 1,059,000 | 107,000 | |
BAP | Credicorp Ltd | 2024-09-30 | Add | +1.55% | 158.09 ($170.55) 185 | $218.46 | 28.09% | Add 8.42% | 386,500 | 30,000 | |
ABEV | Ambev SA | 2024-09-30 | Add | +1.24% | 2.04 ($2.24) 2.44 | $2.49 | 11.16% | Add 6.25% | 30,069,000 | 1,770,000 | |
XP | XP Inc | 2024-09-30 | Add | +0.77% | 15.95 ($18.23) 20 | $20.03 | 9.87% | Add 4.34% | 3,605,000 | 150,000 | |
ARCO | Arcos Dorados Holdings Inc | 2024-09-30 | New Buy | +0.50% | 8.2 ($9.13) 10.1 | $7.35 | -19.50% | New holding | 200,000 | 200,000 |
Seafarer Capital Partners, LLC Total Holding History ($B)
Seafarer Capital Partners, LLC's Asset Allocation
Seafarer Capital Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Seafarer Capital Partners, LLC's Hypothetical Growth since 2025-03-31
Seafarer Capital Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Seafarer Capital Partners, LLC's Holdings Heat Map
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Seafarer Capital Partners, LLC's Holdings Bubble Chart
Seafarer Capital Partners, LLC News
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