Institutional Fund
Skerryvore Asset Management Ltd
Edinburgh, United KingdomCIK 20439645 filings on record
Portfolio Value
$120.14M
Q1 2026
Holdings
7
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-6.3%
from $128.28M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Franco Nev Corp38.1%
- Fomento Economico Mexicano S25.7%
- Coca-Cola Femsa Sab De Cv23.2%
- Mercadolibre Inc9.6%
- Wheaton Precious Metals Corp2.2%
- Hdfc Bank Ltd0.8%
Portfolio Holdings
7 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Franco Nev Corp | 175.4K | $45.81M | 38.1% | −43.6K | Reduced |
| 2 | Fomento Economico Mexicano S | 267.9K | $30.83M | 25.7% | −83.6K | Reduced |
| 3 | Coca-Cola Femsa Sab De Cv | 282.2K | $27.90M | 23.2% | −19.0K | Reduced |
| 4 | Mercadolibre Inc | 6.6K | $11.57M | 9.6% | 0 | Held |
| 5 | Wheaton Precious Metals Corp | 19.5K | $2.65M | 2.2% | −3.3K | Reduced |
| 6 | Hdfc Bank Ltd | 39.7K | $1.01M | 0.8% | +327 | Added |
| 7 | Infosys Ltd | 26.3K | $366.5K | 0.3% | −50.1K | Reduced |