Seafarer Capital Partners, LLC — 13F holdings

Seafarer Capital Partners, LLC reported 9 holdings worth $434M in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

1. ITUB ITAU UNIBANCO HLDG S A — $89.1M (20.5%)
2. BUD ANHEUSER BUSCH INBEV SA/NV — $85.2M (19.6%)
3. BAP CREDICORP LTD — $81.4M (18.8%)
4. ABEV Ambev SA — $75.6M (17.4%)
5. XP XP INC — $63.6M (14.7%)
6. HDB HDFC BANK LTD — $29.7M (6.8%)
7. ARCO ARCOS DORADOS HOLDINGS INC — $3.22M (0.7%)
8. SUZ SUZANO S A — $3.10M (0.7%)
9. KOF COCA-COLA FEMSA SAB DE CV — $3.08M (0.7%)