Skerryvore Asset Management Ltd

CIK 0002043964 · EDINBURGH, null · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

Skerryvore Asset Management Ltd reported 7 positions worth $112.0M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: FNV (30.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$112.0M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

7 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	FNV	FRANCO NEV CORP	SH	$34.0M	30.38%	163,253	—	—
▸ 2	FMX	FOMENTO ECONOMICO MEXICANO S	SH	$31.6M	28.17%	246,680	—	—
▸ 3	KOF	COCA-COLA FEMSA SAB DE CV	SH	$28.1M	25.10%	264,590	—	—
▸ 4	MELI	MERCADOLIBRE INC	SH	$15.1M	13.50%	8,906	—	—
▸ 5	WPM	WHEATON PRECIOUS METALS CORP	SH	$2.2M	1.96%	19,500	—	—
▸ 6	HDB	HDFC BANK LTD	SH	$791.9K	0.71%	30,658	—	—
▸ 7	INFY	INFOSYS LTD	SH	$207.2K	0.19%	19,753	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Skerryvore Asset Management Ltd hold as of Q2 2026?

Skerryvore Asset Management Ltd reported 7 positions worth $112.0M in its Q2 2026 13F filing. Largest positions: FNV (30.4%), FMX (28.2%), KOF (25.1%), MELI (13.5%) and WPM (2.0%).

What did Skerryvore Asset Management Ltd buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Skerryvore Asset Management Ltd sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.