Seafarer Capital Partners, LLC
Long Only Manager
Seafarer Capital Partners, LLC is a Long Only Manager based in Washington, DC led by Michelle Marie Foster, reporting $3.0B in AUM as of Q3 2025 with 58% Unknown concentration, with only 7 positions, and 22% allocation to ITUB.
CEOMichelle Marie Foster
- Portfolio Value
- $350.6M
- Positions
- 7
- Top Holding
- ITUB at 22.17%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Seafarer Capital Partners, LLC's portfolio (100% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $77.7M | 22.17% | -$4.4M Sold | — 10.6M shares | |
Banks - Regional Financial Services | $72.7M | 20.73% | -$3.2M Sold | 0.34% 273.0K shares | |
Financial - Capital Markets Financial Services | $70.9M | 20.21% | -$5.6M Sold | 0.72% 3.8M shares | |
Unknown Unknown | $62.6M | 17.85% | -$2.2M Sold | — 28.1M shares | |
Unknown Unknown | $61.6M | 17.58% | +$894.2K Bought | — 1.0M shares | |
Restaurants Consumer Cyclical | $2.7M | 0.77% | +$945.0K Bought | 0.19% 400.0K shares | |
Unknown Unknown | $2.4M | 0.69% | +$581.7K Bought | — 29.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Seafarer Capital Partners, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+53.85% | |
+31.82% | |
+1.47% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-7.37% | |
-5.36% | |
-4.21% | |
-3.44% |
Analytics
Portfolio insights and performance metrics for Seafarer Capital Partners, LLC
GthenA