Skerryvore Asset Management Ltd
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Skerryvore Asset Management Ltd reported 6 stock positions worth $124.2 million. Its top holding was Franco-Nevada (FNV) at 45.5% of the portfolio, followed by MercadoLibre (MELI, 28.4%) and HDFC Bank Ltd.-ADR (HDB, 10.9%). Compared with Q1 2025, it added to 1 and reduced 5. The biggest buy was Infosys Ltd.-SP ADR (INFY, shares +9%) and the biggest sale Cia Cervecerias Uni-Spon ADR (CCU, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- EDINBURGH, X0
- CIK
- 0002043964
- Portfolio Value
- $124.2M (Q2 2025)
- SEC Filing
- 0002043964-25-000012 ↗ filed Aug 14, 2025
Holdings Value
Holdings 6 stocks · $124.2M
| FNV Franco-Nevada Corp. | 45.46% | 344,340 | $56.4M | Reduce -8.3% |
| MELI MercadoLibre Inc. | 28.42% | 13,499 | $35.3M | Reduce -0.6% |
| HDB HDFC Bank Ltd.-ADR | 10.88% | 176,152 | $13.5M | Reduce -10.8% |
| CCU Cia Cervecerias Uni-Spon ADR filed as COMPANIA CERVECERIAS UNIDAS | 9.55% | 917,510 | $11.9M | Reduce -20.4% |
| WPM Wheaton Precious Metals Corp. | 3.22% | 44,500 | $4.0M | Reduce -13.1% |
| INFY Infosys Ltd.-SP ADR | 2.47% | 165,825 | $3.1M | Add +8.7% |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| INFY Infosys Ltd.-SP ADR | Add +8.7% | 2.47% | +0.21 |
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 |