Seafarer Capital Partners, LLC holds a concentrated book of 9 stocks worth $433.9M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they trimmed Credicorp Ltd. Their largest long position is Itau Unibanco H-Spon PRF ADR at 21% of the equity book. Cloning the disclosed picks since 2025 would be +12% (+15.4%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +13.8%, a 1.7-point gap that is the cost of the ~35-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Seafarer Capital Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Seafarer Capital Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 9 / 9 | $3.3B |
| ROYAL BANK OF CANADA | 9 / 9 | $1.7B |
| MORGAN STANLEY | 9 / 9 | $1.6B |
| JPMORGAN CHASE & CO | 9 / 9 | $1.5B |
| BANK OF AMERICA CORP /DE/ | 9 / 9 | $848.3M |
| GOLDMAN SACHS GROUP INC | 9 / 9 | $629.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 9 / 9 | $442.3M |
| NORTHERN TRUST CORP | 9 / 9 | $383.2M |
Ranked by how many of Seafarer Capital Partners, LLC's top 9 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Itau Unibanco H Spon PRF SPONSORED ADR | $89.1M | 10.91M | 20.5% | —Held | |
| 2 | Anheuser Busch Inbev SA NV SPONSORED ADR | $85.2M | 1.03M | 19.6% | —Held | |
| 3 | Bap US COM | $81.4M | 208.9K | 18.8% | ▼−9.5% Reduced · −22K sh | |
| 4 | Ambev SPONSORED ADR | $75.6M | 24.07M | 17.4% | ▼−14% Reduced · −4.0M sh | |
| 5 | XP Inc. Class A | $63.6M | 3.91M | 14.7% | ▲+3.7% Added · +140K sh | |
| 6 | HDFC Bank Ltd SPONSORED ADS | $29.7M | 1.15M | 6.8% | —Held | |
| 7 | Arcos Dorados Holdings Class A | $3.2M | 400.0K | 0.7% | —Held | |
| 8 | Suzano SA SPONSORED ADS | $3.1M | 400.0K | 0.7% | ▲+9.6% Added · +35K sh | |
| 9 | Coca-Cola Femsa SAB-SP ADR SPONSORED ADR | $3.1M | 29.0K | 0.7% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1697721/holdings"
Use Arkolith to show Seafarer Capital Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.