SCP

Seafarer Capital Partners Portfolio holdings

AUM $366M
1-Year Est. Return 28.02%
This Quarter Est. Return
1 Year Est. Return
+28.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$17M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 68.67%
2 Technology 31.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.4M 68.67%
360,000
+168,507
2
$34.8M 31.33%
3,375,000
+1,650,000