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Skerryvore Asset Management Ltd13F | |
| Skerryvore Asset Management Ltd | |
| Last update 2025-05-15 | 6 Stocks (0 new) |
| Value $123.00 Mil | Turnover 4 % |
Skerryvore Asset Management Lt... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNV | Franco-Nevada Corp | 375,340 | 59,138.6 | -3.79% | 48.070 | -1.77% | 0.190 | -4.44% | +38.62% | 31,096.4 | Metals & Mining | |
MELI | MercadoLibre Inc | 13,575 | 26,483.1 | -2.94% | 21.530 | -0.71% | 0.030 | +11.89% | +40.81% | 121,391.3 | Retail - Cyclical | |
CCU | United Breweries Co Inc | 1,152,956 | 17,524.9 | -7.48% | 14.250 | -1.07% | 0.620 | -18.78% | +10.90% | 2,289.1 | Beverages - Alcoholic | |
HDB | HDFC Bank Ltd | 197,381 | 13,114.0 | +36.52% | 10.660 | +2.85% | 0.010 | +10.33% | +24.89% | 201,768.3 | Banks | |
WPM | Wheaton Precious Metals Corp | 51,200 | 3,974.7 | -3.40% | 3.230 | -0.10% | 0.010 | +16.69% | +69.52% | 42,851.8 | Metals & Mining | |
INFY | Infosys Ltd | 152,604 | 2,785.0 | +43.31% | 2.260 | +0.68% | 0.000 | +8.59% | -14.64% | 76,331.0 | Software |
Skerryvore Asset Management Ltd's Historical Top Holdings Breakdowns
Skerryvore Asset Management Ltd's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
HDB | HDFC Bank Ltd | 2025-03-31 | Add Add | +2.85% | 58.06 ($60.99) 66.85 | $78.94 | 29.43% | Add 36.52% | 197,381 | 52,804 | |
FNV | Franco-Nevada Corp | 2025-03-31 | Reduce Reduce | -1.77% | 120.72 ($139.9) 157.56 | $162.21 | 15.95% | Reduce -3.79% | 375,340 | -14,800 | |
CCU | United Breweries Co Inc | 2025-03-31 | Reduce Reduce | -1.07% | 11.22 ($13.21) 15.62 | $12.39 | -6.21% | Reduce -7.48% | 1,152,956 | -93,260 | |
MELI | MercadoLibre Inc | 2025-03-31 | Reduce Reduce | -0.71% | 1739 ($1984.94) 2260 | $2,394.43 | 20.63% | Reduce -2.94% | 13,575 | -411 | |
INFY | Infosys Ltd | 2025-03-31 | Add Add | +0.68% | 18.06 ($20.76) 22.89 | $18.45 | -11.13% | Add 43.31% | 152,604 | 46,122 | |
WPM | Wheaton Precious Metals Corp | 2025-03-31 | Reduce Reduce | -0.10% | 55.75 ($66.73) 77.63 | $94.95 | 42.29% | Reduce -3.4% | 51,200 | -1,800 |
Skerryvore Asset Management Ltd Total Holding History ($B)
Skerryvore Asset Management Ltd's Asset Allocation
Skerryvore Asset Management Ltd Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Skerryvore Asset Management Ltd's Hypothetical Growth since 2025-03-31
Skerryvore Asset Management Ltd's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Skerryvore Asset Management Ltd's Holdings Heat Map
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Skerryvore Asset Management Ltd's Holdings Bubble Chart
Skerryvore Asset Management Ltd News
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