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Skerryvore Asset Management Ltd

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13F filer, CIK 2043964, EDINBURGH, United Kingdom

Skerryvore Asset Management Ltd reported $111,997,815 across 7 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002043964-26-000004

Period
2026-06-30
Reported value
$112M
Holdings
7
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MELIadded+2,267$3.85M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FMXreduced-21,188-$2.71M
FNVreduced-12,100-$2.52M
KOFreduced-17,582-$1.87M
HDBreduced-9,069-$234K
INFYreduced-6,500-$68.2K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002043964-26-000004, largest first. % of portfolio is the value over $111,997,815, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 390,140 shares; 2025Q1: 375,340 shares; 2025Q2: 344,340 shares; 2025Q3: 242,653 shares; 2025Q4: 218,953 shares; 2026Q1: 175,353 shares; 2026Q2: 163,253 shares 163,253$34M30.38%-12,100Timeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 373,849 shares; 2025Q4: 351,421 shares; 2026Q1: 267,868 shares; 2026Q2: 246,680 shares 246,680$31.6M28.17%-21,188Timeline
KOFCOCA-COLA FEMSA SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 325,074 shares; 2025Q4: 301,133 shares; 2026Q1: 282,172 shares; 2026Q2: 264,590 shares 264,590$28.1M25.1%-17,582Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,986 shares; 2025Q1: 13,575 shares; 2025Q2: 13,499 shares; 2025Q3: 11,308 shares; 2025Q4: 6,639 shares; 2026Q1: 6,639 shares; 2026Q2: 8,906 shares 8,906$15.1M13.5%+2,267Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 53,000 shares; 2025Q1: 51,200 shares; 2025Q2: 44,500 shares; 2025Q3: 35,100 shares; 2025Q4: 22,800 shares; 2026Q1: 19,500 shares; 2026Q2: 19,500 shares 19,500$2.19M1.96%0Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 144,577 shares; 2025Q1: 197,381 shares; 2025Q2: 176,152 shares; 2025Q3: 95,563 shares; 2025Q4: 39,400 shares; 2026Q1: 39,727 shares; 2026Q2: 30,658 shares 30,658$792K0.71%-9,069Timeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 106,482 shares; 2025Q1: 152,604 shares; 2025Q2: 165,825 shares; 2025Q3: not reported; 2025Q4: 76,400 shares; 2026Q1: 26,253 shares; 2026Q2: 19,753 shares 19,753$207K0.19%-6,500Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002043964-26-000004 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002043964-26-000004 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0002043964-26-000003 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0002043964-26-000002 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0002043964-25-000013 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0002043964-25-000012 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0002043964-25-000010 Quarter ended 2025-03-312025-05-14acceptance time not in the bulk data set
13F-HR 0002043964-25-000003 Quarter ended 2024-12-312025-02-10acceptance time not in the bulk data set