Skerryvore Asset Management Ltd Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$124.2B

Holdings

6

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (6 positions)

#StockSharesValue% PortfolioType
1
FNVFRANCO NEV CORP
344,340$56.4B45.46%
2
MLB1MERCADOLIBRE INC
13,499$35.3B28.42%
3
HDBHDFC BANK LTD
176,152$13.5B10.88%
4
CCUCOMPANIA CERVECERIAS UNIDAS
917,510$11.9B9.55%
5
WPMWHEATON PRECIOUS METALS CORP
44,500$4.0B3.22%
6
INFYINFOSYS LTD
165,825$3.1B2.47%