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Portfolio (Quarterly) Guide ↗

Seafarer Capital Partners, LLC

· CIK 0001697721
13F Portfolio $436M AUM 9 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 Added 1 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HDB HDFC Bank LTD Financial Services 1,148,000.0 $30.8M 7.07% +516K +81.7% $26.83 -7.6%
2 SUZ Suzano SA Basic Materials 365,000.0 $3.7M 0.84% +100K +37.7% $10.01 -16.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 62.5%
Consumer Defensive 35.9%
Basic Materials 0.8%
Consumer Cyclical 0.8%