SCP
Seafarer Capital Partners Portfolio holdings
AUM
$366M
This Quarter Return
-5.14%
1 Year Return
+28.02%
3 Year Return
+76.38%
5 Year Return
+184.15%
10 Year Return
–
AUM
$170M
AUM Growth
–
Cap. Flow
+$170M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
3
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Infosys
INFY
|
$92.7M |
| 2 |
Banco Bradesco
BBD
|
$65.3M |
| 3 |
TSMC
TSM
|
$11.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 61.46% |
| 2 | Financials | 38.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Infosys
INFY
$70B
| $92.7M | 54.68% |
+6,256,000
| New | +$92.7M |
|
|
2
Banco Bradesco
BBD
$31.9B
| $65.3M | 38.54% |
+7,500,000
| New | +$65.3M |
|
|
3
TSMC
TSM
$1.18T
| $11.5M | 6.78% |
+400,000
| New | +$11.5M |
|