13-F holdings, Q3 2026
Seafarer Capital Partners, LLC
A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.
- Reported value
- $368.7M
- Positions
- 9
- Filed
- Data as of
These holdings are as of , 42 days ago.
13-Fs for Q4 2026 are due by .
See this manager's Holder IQ and how the book overlaps yours
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Top holdings
- ITUB$93.1M10,909,142 shares25.2% of the book
- XP$82.1M3,911,000 shares22.3% of the book
- BAP$79.4M208,900 shares21.5% of the book
- BUD$76M1,034,000 shares20.6% of the book
- HDB$25.6M1,148,000 shares7% of the book
- SUZ$3.4M400,000 shares0.93% of the book
- KOF$3.1M29,000 shares0.85% of the book
- ABEV$3.1M1,069,000 shares0.85% of the book
- ARCO$2.9M400,000 shares0.78% of the book
What changed this quarter
0 new positions and 0 sold out, against Q2 2026. Added and trimmed positions use the change in split-adjusted shares at the Q3 2026 implied price; full exits use their Q2 2026 reported value, not sale proceeds.
Largest buys
No buys reported against the prior quarter.
Largest sells
- ABEV
Ambev - SA
−$67.2M
-95.6% shares
Your stake and evidence for ABEV
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares decreased between Q2 2026 and Q3 2026.
Displayed change: −$67.2M. The current book reports 1,069,000 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
1,069,000 current shares − 24,069,000 prior shares on the same basis = -23,000,000 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q2 2026 and Q3 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: -67160000 USD. Current reported shares: 1069000. Prior shares on current basis: 24069000.
All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.