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Portfolio (Quarterly) Guide ↗

Seafarer Capital Partners, LLC

· CIK 0001697721
13F Portfolio $434M AUM 9 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 Added 2 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XP XP Inc. Financial Services 3,911,000.0 $63.6M 14.65% +140K +3.7% $16.26 +9.5%
2 SUZ Suzano SA Basic Materials 400,000.0 $3.1M 0.71% +35K +9.6% $7.76 +16.4%

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 60.8%
Consumer Defensive 37.8%
Basic Materials 0.7%
Consumer Cyclical 0.7%