Skerryvore Asset Management Ltd — 13F Holdings

2026 Q2  ·  7 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Skerryvore Asset Management Ltd maintained a portfolio of 7 distinct positions. They heavily accumulated shares in MERCADOLIBRE INC, increasing the position by 34.1%. The fund also reduced its exposure to HDFC BANK LTD by 22.8%.
Position History hover any row below to update
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Skerryvore Asset Management Ltd AUM $80M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
7
Quarter
2026 Q2
Top Holding
FNV (30.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-7 of 7
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
FNV
FRANCO NEV CORP
Basic Materials 30.38% 38.13% #1
Prev: #1
6.5
—
-12,100 -6.9%
P
S
163,253 $34,028,455
$116.58 +129.4%
$208.44 +28.3%
2024 Q4 13F Filing 2026-06-30 2026-08-14
FMX
FOMENTO ECONOMI...
Consumer Defensive 28.17% 25.66% #2
Prev: #2
6.0
—
-21,188 -7.9%
P
S
246,680 $31,550,372 2025 Q3 13F Filing 2026-06-30 2026-08-14
KOF
COCA-COLA FEMSA...
Consumer Defensive 25.10% 23.22% #3
Prev: #3
5.5
—
-17,582 -6.2%
P
S
264,590 $28,112,688 2025 Q3 13F Filing 2026-06-30 2026-08-14
MELI
MERCADOLIBRE IN...
Consumer Cyclical 13.50% 9.63% #4
Prev: #4
7.0
—
2,267 34.1%
P
S
8,906 $15,116,955 2024 Q4 13F Filing 2026-06-30 2026-08-14
WPM
WHEATON PRECIOU...
Basic Materials 1.96% 2.21% #5
Prev: #5
2.3
—
no change no change
P
S
19,500 $2,190,240 2024 Q4 13F Filing 2026-06-30 2026-08-14
HDB
HDFC BANK LTD
Financial Services 0.71% 0.84% #6
Prev: #6
0.3
—
-9,069 -22.8%
P
S
30,658 $791,896 2024 Q4 13F Filing 2026-06-30 2026-08-14
INFY
INFOSYS LTD
Technology 0.19% 0.31% #7
Prev: #7
0.1
—
-6,500 -24.8%
P
S
19,753 $207,209 2024 Q4 13F Filing 2026-06-30 2026-08-14
Showing 1-7 of 7 holdings

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