1y return+19.0%S&P 500 +20.9%
3y return+31.0%S&P 500 +68.5%
5y return+53.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2017: $462 against $309 in the S&P 500.2
Seafarer Capital Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ITUBItau Unibanco H Spon PRF | $89.1M | 20.5% | |
| BUDAnheuser Busch Inbev SA NV | $85.2M | 19.6% | |
| Bap UsCUSIP G2519Y108 | $81.4M | 18.8% | −9.5% |
| ABEVAmbev - SA | $75.6M | 17.4% | −14.3% |
| XP Inc.CUSIP G98239109 | $63.6M | 14.7% | +3.7% |
| HDBHDFC Bank LTD | $29.7M | 6.8% | |
| Arcos Dorados HoldingsCUSIP G0457F107 | $3.2M | 0.7% | |
| SUZSuzano SA | $3.1M | 0.7% | +9.6% |
| KOFCoca-cola Femsa Sab-sp Adr | $3.1M | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Bap UsCUSIP G2519Y108 | December 31, 2021 | +219.1% | $81.4M |
| ITUBItau Unibanco H Spon PRF | September 30, 2020 | +105.3% | $89.1M |
| KOFCoca-cola Femsa Sab-sp Adr | June 30, 2021 | +100.7% | $3.1M |
| BUDAnheuser Busch Inbev SA NV | June 30, 2022 | +52.7% | $85.2M |
| ABEVAmbev - SA | September 30, 2020 | +38.9% | $75.6M |
| Arcos Dorados HoldingsCUSIP G0457F107 | September 30, 2024 | −7.6% | $3.2M |
| SUZSuzano SA | December 31, 2025 | −16.9% | $3.1M |
| HDBHDFC Bank LTD | December 31, 2025 | −29.3% | $29.7M |
| XP Inc.CUSIP G98239109 | December 31, 2021 | −43.4% | $63.6M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +4.4% | +14.8% |
| March 31, 2026 | +12.7% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | −0.7% | +7.8% |
| June 30, 2025 | +20.0% | +10.5% |
| March 31, 2025 | +15.5% | −4.6% |
| December 31, 2024 | −21.1% | +2.1% |
| September 30, 2024 | +12.0% | +5.4% |
| June 30, 2024 | −16.2% | +4.0% |
| March 31, 2024 | −0.7% | +10.0% |
| December 31, 2023 | +17.4% | +11.2% |
| September 30, 2023 | −8.1% | −3.6% |
| June 30, 2023 | +20.2% | +8.3% |
| March 31, 2023 | +4.3% | +7.0% |
| December 31, 2022 | +5.0% | +7.1% |
| September 30, 2022 | +6.6% | −5.3% |
| June 30, 2022 | −19.7% | −16.5% |
| March 31, 2022 | +22.6% | −4.9% |
| December 31, 2021 | −8.1% | +10.7% |
| September 30, 2021 | −7.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Seafarer Capital Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1697721&type=13F-HR&dateb=&owner=include&count=40CIK 1697721
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1697721/000169772126000005/Filed August 4, 2026 · accession 0001697721-26-000005