Skerryvore Asset Management Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| FRANCO NEV CORP(FNV) | 218,953 | 175,353 | -43,600 | 45,384,578 | 45,807,464 | 38.13% | +422,886 |
| WHEATON PRECIOUS METALS CORP(WPM) | 22,800 | 19,500 | -3,300 | 2,679,456 | 2,651,415 | 2.21% | -28,041 |
| HDFC BANK LTD(HDB) | 39,400 | 39,727 | +327 | 1,439,676 | 1,013,436 | 0.84% | -426,240 |
| COCA-COLA FEMSA SAB DE CV(KOF) | 301,133 | 282,172 | -18,961 | 28,520,306 | 27,898,346 | 23.22% | -621,960 |
| INFOSYS LTD(INFY) | 76,400 | 26,253 | -50,147 | 1,361,448 | 366,492 | 0.31% | -994,956 |
| MERCADOLIBRE INC(MELI) | 6,639 | 6,639 | 0 | 13,372,672 | 11,567,130 | 9.63% | -1,805,542 |
| FOMENTO ECONOMICO MEXICANO S(FMX) | 351,421 | 267,868 | -83,553 | 35,518,120 | 30,831,607 | 25.66% | -4,686,513 |