Arisaig Partners

Latest statistics and disclosures from Arisaig Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SE, MELI, DESP, BZ, IH, and represent 94.84% of Arisaig Partners's stock portfolio.
  • Added to shares of these 2 stocks: BZ (+$14M), SE.
  • Started 1 new stock position in BZ.
  • Reduced shares in these 4 stocks: Arco Platform Cl A Ord (-$28M), MELI (-$13M), DESP, AFYA.
  • Sold out of its position in Arco Platform Cl A Ord.
  • Arisaig Partners was a net seller of stock by $-29M.
  • Arisaig Partners has $166M in assets under management (AUM), dropping by -20.46%.
  • Central Index Key (CIK): 0001798367

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Portfolio Holdings for Arisaig Partners

Arisaig Partners holds 8 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sea Sponsord Ads (SE) 35.6 $59M +2% 1.3M 43.95
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MercadoLibre (MELI) 29.9 $50M -20% 39k 1267.88
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Despegar Com Corp Ord Shs (DESP) 16.1 $27M -9% 3.7M 7.25
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Kanzhun Sponsored Ads (BZ) 8.6 $14M NEW 937k 15.17
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Ihuman Ads Common (IH) 4.7 $7.8M 2.6M 3.02
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Afya Cl A Com (AFYA) 2.5 $4.2M -32% 264k 15.80
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Bioceres Crop Solutions Corp SHS (BIOX) 1.8 $3.0M 266k 11.29
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Pagseguro Digital Com Cl A (PAGS) 0.8 $1.4M 163k 8.61
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Past Filings by Arisaig Partners

SEC 13F filings are viewable for Arisaig Partners going back to 2021