Latest Seafarer Capital Partners, LLC Stock Portfolio
About Seafarer Capital Partners, LLC and 13F Hedge Fund Stock Holdings
Seafarer Capital Partners, LLC is a hedge fund based in LARKSPUR, CA. On 29-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $2.2 Billions. In it's latest 13F Holdings report, Seafarer Capital Partners, LLC reported an equity portfolio of $349.5 Millions as of 30 Sep, 2024.
The top stock holdings of Seafarer Capital Partners, LLC are , , BAP. The fund has invested 21% of it's portfolio in AMBEV - SA and 20.1% of portfolio in ANHEUSER BUSCH INBEV SA NV.
Seafarer Capital Partners, LLC opened new stock positions in ARCOS DORADOS HOLDINGS (ARCO). The fund showed a lot of confidence in some stocks as they added substantially to ANHEUSER BUSCH INBEV SA NV, BAP US (BAP) and XP INC. (XP).
The top stock holdings of Seafarer Capital Partners, LLC are , , BAP. The fund has invested 21% of it's portfolio in AMBEV - SA and 20.1% of portfolio in ANHEUSER BUSCH INBEV SA NV.
Seafarer Capital Partners, LLC opened new stock positions in ARCOS DORADOS HOLDINGS (ARCO). The fund showed a lot of confidence in some stocks as they added substantially to ANHEUSER BUSCH INBEV SA NV, BAP US (BAP) and XP INC. (XP).
New Buys
| Ticker | $ Bought |
|---|---|
| arcos dorados holdings | 1,744,000 |
New stocks bought by Seafarer Capital Partners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| anheuser busch inbev sa nv | 11.24 |
| bap us | 8.42 |
| ambev - sa | 6.25 |
| xp inc. | 4.34 |
Additions to existing portfolio by Seafarer Capital Partners, LLC
Reductions
Sold off
Seafarer Capital Partners, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Seafarer Capital Partners, LLC
Last Reported on: 04 Nov, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ARCO | arcos dorados holdings | 0.50 | 200,000 | 1,744,000 | new | |||
| BAP | bap us | 20.01 | 386,500 | 69,944,900 | added | 8.42 | ||
| ITUB | itau unibanco h spon prf | 19.36 | 10,174,000 | 67,657,100 | unchanged | 0.00 | ||
| KOF | coca-cola femsa sab-sp adr | 0.56 | 22,000 | 1,951,840 | unchanged | 0.00 | ||
| XP | xp inc. | 18.50 | 3,605,000 | 64,673,700 | added | 4.34 | ||
| ambev - sa | 20.99 | 30,069,000 | 73,368,400 | added | 6.25 | |||
| anheuser busch inbev sa nv | 20.08 | 1,059,000 | 70,201,100 | added | 11.24 | |||