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
Latest 13F Filing Activity
Seafarer Capital Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 7 equity positions with a total 13F market value of $366M. The fund increased holdings in XP Inc., Itau Unibanco H Spon PRF, Bap Us among other positions. Seafarer Capital Partners, LLC reduced exposure to Coca-cola Femsa Sab-sp Adr, Arcos Dorados Holdings, Ambev - SA among others.
Top Holdings
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 (8)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Director | Berkeley, CA , United States | |
B Brent Clayton | Co-Portfolio Manager | Larkspur, CA , United States | |
 | Managing Director Business Development and Client Service | San Francisco, CA , United States | |
 | Analyst | CA , United States | |
 | Co-Portfolio Manager, Seafarer Overseas Growth and Income Fund | San Francisco, CA , United States | |
L Lydia So | Portfolio Manager | San Francisco, CA , United States | |
 | Vice President, Director of China Research | San Francisco, CA , United States | |
P Paul Espinosa | Portfolio Manager | Atherton, CA , United States |