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Seafarer Capital Partners, LLC13F | |
| Seafarer Capital Partners, LLC | |
| Last update 2024-08-05 | 6 Stocks (0 new) |
| Value $293.00 Mil | Turnover 2 % |
| Portfolio Report | |
Seafarer Capital Partners, LLC... Top Holdings of 2024-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XP | XP Inc | 3,455,000 | 60773.450 | 0% | 20.740 | 0% | 0.640 | +0.79% | -31.88% | 9523.174 | Capital Markets | |
ITUB | Itau Unibanco Holding SA | 10,174,000 | 59416.160 | 0% | 20.280 | 0% | 0.100 | +1.40% | -6.39% | 60127.055 | Banks | |
ABEV | Ambev SA | 28,299,000 | 58012.950 | +12.30% | 19.800 | +2.17% | 0.180 | +8.06% | -18.57% | 35545.686 | Beverages - Alcoholic | |
BAP | Credicorp Ltd | 356,500 | 57514.150 | 0% | 19.630 | 0% | 0.450 | +11.36% | +34.46% | 14885.736 | Banks | |
BUD | Anheuser-Busch InBev SA/NV | 952,000 | 55358.800 | 0% | 18.900 | 0% | 0.050 | +6.51% | +0.44% | 125780.417 | Beverages - Alcoholic | |
KOF | Coca-Cola Femsa SAB de CV | 22,000 | 1888.480 | 0% | 0.640 | 0% | 0.010 | -2.97% | -8.24% | 17779.070 | Beverages - Non-Alcoholic |
Seafarer Capital Partners, LLC's Historical Top Holdings Breakdowns
Seafarer Capital Partners, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ABEV | Ambev SA | 2024-06-30 | Add | +2.17% | 2.05 ($2.28) 2.46 | $2.26 | -0.88% | Add 12.3% | 28,299,000 | 3,100,000 | |
KOF | Coca-Cola Femsa SAB de CV | 2024-03-31 | Reduce | -13.05% | 89.75 ($95.68) 102.39 | $84.63 | -11.55% | Reduce -95.87% | 22,000 | -510,427 | |
ABEV | Ambev SA | 2024-03-31 | Add | +4.21% | 2.45 ($2.6) 2.81 | $2.26 | -13.08% | Add 29.9% | 25,199,000 | 5,800,000 | |
BUD | Anheuser-Busch InBev SA/NV | 2024-03-31 | Add | +2.84% | 59.29 ($62.57) 66.15 | $63.39 | 1.31% | Add 20.2% | 952,000 | 160,000 | |
KOF | Coca-Cola Femsa SAB de CV | 2023-12-31 | Reduce | -2.26% | 69.61 ($83.32) 98.51 | $84.63 | 1.57% | Reduce -14.4% | 532,427 | -89,573 | |
BUD | Anheuser-Busch InBev SA/NV | 2023-12-31 | Add | +1.05% | 52.54 ($59.09) 64.87 | $63.39 | 7.28% | Add 8.2% | 792,000 | 60,000 | |
BAP | Credicorp Ltd | 2023-12-31 | Add | +0.81% | 116.42 ($129.75) 153.97 | $187.70 | 44.66% | Add 5.94% | 356,500 | 20,000 | |
ABEV | Ambev SA | 2023-12-31 | Add | +0.76% | 2.43 ($2.7) 2.98 | $2.26 | -16.30% | Add 5.44% | 19,399,000 | 1,000,000 | |
ITUB | Itau Unibanco Holding SA | 2023-12-31 | Add | +0.56% | 5.14 ($6.01) 7.04 | $6.14 | 2.16% | Add 3.04% | 10,174,000 | 300,000 | |
XP | XP Inc | 2023-12-31 | Add | +0.35% | 19.56 ($22.82) 26.78 | $17.77 | -22.13% | Add 1.47% | 3,455,000 | 50,000 |
Seafarer Capital Partners, LLC Total Holding History ($B)
Seafarer Capital Partners, LLC's Asset Allocation
Seafarer Capital Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Seafarer Capital Partners, LLC's Hypothetical Growth since 2024-06-30
Seafarer Capital Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Seafarer Capital Partners, LLC's Holdings Heat Map
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Seafarer Capital Partners, LLC's Holdings Bubble Chart
Seafarer Capital Partners, LLC News
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