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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 BAP BAP US Financial Services 208,900.0 $81.4M 18.75% -22K -9.5% $389.58 -1.6%
2 ABEV Ambev - SA Consumer Defensive 24,069,000.0 $75.6M 17.42% -4.0M -14.2% $3.14 -6.7%

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%