Managers / Q4 2018 · view latest →
Seafarer Capital Partners, LLC
CIK 0001697721 · P P BOX 7036, CORTE MADERA, CA, 94976 · 415-578-7633
Summary
Seafarer Capital Partners, LLC reported $43M in U.S.-listed holdings across 2 positions for Q4 2018.
The portfolio is heavily concentrated: INFY alone accounts for 54.0% of reported value.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- ADR · 100.0% · $43M
Quarter-over-Quarter Changes full breakdown →
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| INFYInfosys LTD | NEW | +2.44M | 2.44M | +$23M | $23M |
| BABAAlibaba Group Holdings | NEW | +144.0K | 144.0K | +$20M | $20M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2018
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | INFYInfosys LTDhistory → | SPONSORED ADR | 54.02% | $23M | 2.44M |
| 2 | BABAAlibaba Group Holdingshistory → | SPONSORED ADR | 45.98% | $20M | 144.0K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $436M | 9 | May 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $385M | 9 | Jan 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $351M | 7 | Nov 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $366M | 7 | Aug 5, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $309M | 7 | May 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $263M | 7 | Feb 3, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $350M | 7 | Nov 4, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $293M | 6 | Aug 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $342M | 6 | May 3, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $370M | 6 | Feb 2, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $311M | 6 | Nov 6, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $329M | 6 | Aug 18, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $267M | 6 | May 4, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $227M | 6 | Feb 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $208M | 7 | Nov 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $231M | 6 | Aug 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $227M | 5 | May 6, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $179M | 5 | Feb 7, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $192M | 4 | Nov 3, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $208M | 4 | Aug 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $131M | 3 | May 5, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $142M | 3 | Feb 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $138M | 4 | Nov 4, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $143M | 3 | Aug 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $100M | 2 | May 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $111M | 2 | Feb 4, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $53M | 2 | Nov 5, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $51M | 2 | Aug 1, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $47M | 2 | May 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $43M | 2 | Feb 4, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.