David Lenik

Seafarer Capital Partners, Llc

Assets Managed

$435.807M

Holdings

Last Quarter

2026 - Q1

Filed Date

8d ago

Growth Rate

13.22%(2Q avg: 11.5%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Seafarer Capital Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 9 positions.

Assets under management

The assets under management (AUM) of Seafarer Capital Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 435.807M in assets, with a quarterly growth rate of 13.22% and a 2-quarter average growth rate of 11.5%. The portfolio is managed by David Lenik, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
ITUB Itau Unibanco H-spon Prf Adr Recent Activity	20.98%	$91.419M 10.909M shares@ $8.39 avg price
ABEV Ambev Sa-adr Recent Activity	18.81%	$81.961M 28.069M shares@ $2.92 avg price
BAP Credicorp Ltd Recent Activity Decreased -15.42%	17.98%	$78.317M 230,900 shares@ $339.18 avg price	Decreased -15.42%
XP Xp Inc - Class A Recent Activity	16.48%	$71.8M 3.771M shares@ $19.05 avg price
BUD Anheuser-busch Inbev-spn Adr Recent Activity	16.46%	$71.729M 1.034M shares@ $69.38 avg price
HDB Hdfc Bank Ltd-adr Recent Activity Increased 81.65%	7.07%	$30.799M 1.148M shares@ $26.83 avg price	Increased 81.65%
SUZ Suzano Sa - Spon Adr Recent Activity Increased 37.74%	0.84%	$3.654M 365,000 shares@ $10.01 avg price	Increased 37.74%
ARCO Arcos Dorados Holdings Inc-a Recent Activity	0.76%	$3.3M 400,000 shares@ $8.25 avg price
KOF Coca-cola Femsa Sab-sp Adr Recent Activity	0.65%	$2.829M 29,000 shares@ $97.55 avg price

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