Skerryvore Asset Management Ltd
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Skerryvore Asset Management Ltd reported 6 stock positions worth $123.0 million. Its top holding was Franco-Nevada (FNV) at 48.1% of the portfolio, followed by MercadoLibre (MELI, 21.5%) and Cia Cervecerias Uni-Spon ADR (CCU, 14.2%). Compared with Q4 2024, it added to 2 and reduced 4. The biggest buy was HDFC Bank Ltd.-ADR (HDB, shares +37%) and the biggest sale MercadoLibre (MELI, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- EDINBURGH, X0
- CIK
- 0002043964
- Portfolio Value
- $123.0M (Q1 2025)
- SEC Filing
- 0002043964-25-000010 ↗ filed May 14, 2025
Holdings Value
Holdings 6 stocks · $123.0M
| FNV Franco-Nevada Corp. | 48.07% | 375,340 | $59.1M | Reduce -3.8% |
| MELI MercadoLibre Inc. | 21.53% | 13,575 | $26.5M | Reduce -2.9% |
| CCU Cia Cervecerias Uni-Spon ADR filed as COMPANIA CERVECERIAS UNIDAS | 14.25% | 1,152,956 | $17.5M | Reduce -7.5% |
| HDB HDFC Bank Ltd.-ADR | 10.66% | 197,381 | $13.1M | Add +36.5% |
| WPM Wheaton Precious Metals Corp. | 3.23% | 51,200 | $4.0M | Reduce -3.4% |
| INFY Infosys Ltd.-SP ADR | 2.26% | 152,604 | $2.8M | Add +43.3% |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $112.0M | FNV, FMX, KOF, MELI, WPM |
| Q1 2026 | 7 | $120.1M | FNV, FMX, KOF, MELI, WPM |
| Q4 2025 | 7 | $128.3M | FNV, FMX, KOF, MELI, WPM |
| Q3 2025 | 6 | $143.3M | FNV, FMX, KOF, MELI, WPM |
| Q2 2025 | 6 | $124.2M | FNV, MELI, HDB, CCU, WPM |
| Q1 2025 | 6 | $123.0M | FNV, MELI, CCU, HDB, WPM |
| Q4 2024 | 6 | $98.3M | FNV, MELI, CCU, HDB, WPM |