Skerryvore Asset Management Ltd

data from 30/09/2025

Capitalization

$ 143.323 M 15.44 %

Average holding period

3 ans

Performance

$ 46.546 M 42.87 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Skerryvore Asset Management Ltd

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 FNV FRANCO NEV CORP 35.43% 50.781 M $ 242653 2024/12/31 20.313 M $ 35.99 %
2025/09/30 FMX FOMENTO ECONOMICO MEXICANO S 24.21% 34.697 M $ 373849 2025/09/30 0.000 $ 0.00 %
2025/09/30 KOF COCA-COLA FEMSA SAB DE CV 18.36% 26.310 M $ 325074 2025/09/30 0.000 $ 0.00 %
2025/09/30 MELI MERCADOLIBRE INC 16.99% 24.353 M $ 11308 2024/12/31 -3.735 M $ -10.59 %
2025/09/30 WPM WHEATON PRECIOUS METALS CORP 2.69% 3.852 M $ 35100 2024/12/31 980.780 K $ 24.54 %
2025/09/30 HDB HDFC BANK LTD 2.32% 3.330 M $ 95563 2024/12/31 -7.488 M $ -55.45 %
2025/09/30 CCU COMPANIA CERVECERIAS UNIDAS 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 INFY INFOSYS LTD 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %