Seafarer Capital Partners, LLC
•CIK: 1697721•Filing: Q4 2025
**Seafarer Capital Partners, LLC** manages $385M across a concentrated portfolio of 9 positions. The fund exhibits significant overweighting in European and global cyclical names, with BCLYF, BVXB, and ABEV anchoring the top three holdings at $78.4M, $78.1M, and $69.3M, respectively. These top positions represent approximately 68% of the total disclosed assets under management. The strategy suggests a focused, high-conviction approach targeting established international market leaders.
Total AUM
$385.0M
QoQ Performance
+9.8%
Positions
9
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
BAP
BVXB
ABEV
BUD
XP
HDB
BAP20.4%
BVXB20.3%
ABEV18.0%
BUD17.2%
XP16.0%
HDB6.0%
ARCO0.8%
KOF0.7%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
Changes from Q3 2025
NEW2 new positions
↑1 increased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023