Seafarer Capital Partners, LLC
CIK:0001697721
Investment Adviser
$366M AUM
7 holdings
Corte Madera, CA, United States
Investment advisory firm focusing on international and emerging markets
Investment Strategy
Focuses on international and emerging markets
Top Buys
X
XPXP Inc.+$22.3M
I
ITUBItau Unibanco H Spon PRF+$14.4M
B
BAPBAP US+$10.6M
B
BUDAnheuser Busch Inbev SA NV+$7.3M
A
ABEVAmbev - SA+$2.3M
Top Sells
X
XPXP Inc.+$22.3M
I
ITUBItau Unibanco H Spon PRF+$14.4M
B
BAPBAP US+$10.6M
B
BUDAnheuser Busch Inbev SA NV+$7.3M
A
ABEVAmbev - SA+$2.3M
Top Holdings
X
XPXP Inc.+22.5%$82.2M
I
ITUBItau Unibanco H Spon PRF+20.8%$76.0M
A
ABEVAmbev - SA+19.1%$70.1M
B
BUDAnheuser Busch Inbev SA NV+19.1%$70.0M
B
BAPBAP US+17.4%$63.7M
Equity Positions (7)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
X XP | XP Inc. | 22.46% | $82.2M | 4,071,000 | $14.91 | $20.20 | +$22.3M |
I ITUB | Itau Unibanco H Spon PRF | 20.75% | $76.0M | 11,191,400 | $4.20 | $6.79 | +$14.4M |
A ABEV | Ambev - SA | 19.13% | $70.1M | 29,069,000 | $2.41 | $2.41 | +$2.3M |
B BUD | Anheuser Busch Inbev SA NV | 19.12% | $70.0M | 1,019,000 | $56.82 | $68.72 | +$7.3M |
B BAP | BAP US | 17.40% | $63.7M | 285,000 | $133.08 | $223.52 | +$10.6M |
Industry Allocation
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+22.5%
STATE COMMERCIAL BANKS
+20.8%
BEVERAGES
+19.1%
MALT BEVERAGES
+19.1%
COMMERCIAL BANKS, NEC
+17.4%
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
 | Co-Portfolio Manager, Seafarer Overseas Growth and Income Fund | San Francisco, CA , United States | |
L Lydia So | Portfolio Manager | San Francisco, CA , United States | |
N Nicholas Borst | Vice President, Director of China Research | San Rafael, CA , United States | |
P Paul Espinosa | Portfolio Manager | Atherton, CA , United States | |
B Brent Clayton | Senior Analyst, Analyst | United States |