Institutional
Skerryvore Asset Management Ltd
CIK 0002043964
$120.1M
Reported AUM
7
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Skerryvore Asset Management Ltd · Q1 2026
AI · grounded in 13F
Skerryvore Asset Management Ltd reduced its position in INFOSYS LTD by 65.64%. The fund also trimmed holdings in FMX by 23.78% and FNV by 19.91%. Other reductions included WHEATON PRECIOUS METALS CORP and COCA-COLA FEMSA SAB DE CV, while the fund slightly accumulated HDFC BANK LTD.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | FNV | FRANCO NEV CORP | $218.74 | -7.31% | 31.34% | 42.76% | $45.8M | 38.13% | −43,600 | −19.9% |
| 2 | FMX | FOMENTO ECONOMICO MEXICANO S | $122.88 | 0.29% | 18.94% | 61.98% | $30.8M | 25.66% | −83,553 | −23.8% |
| 3 | KOF | COCA-COLA FEMSA SAB DE CV | $106.47 | -0.31% | 12.09% | 124.69% | $27.9M | 23.22% | −18,961 | −6.3% |
| 4 | MELI | MERCADOLIBRE INC | $1607.80 | -1.65% | -35.23% | 2.49% | $11.6M | 9.63% | — | HELD |
| 5 | WPM | WHEATON PRECIOUS METALS CORP | $116.23 | -9.50% | 31.44% | 165.71% | $2.7M | 2.21% | −3,300 | −14.5% |
| 6 | HDB | HDFC BANK LTD | $23.41 | -2.58% | -38.82% | -28.83% | $1.0M | 0.84% | +327 | +0.8% |
| 7 | INFY | INFOSYS LTD | $12.40 | -1.35% | -30.84% | -36.96% | $366K | 0.31% | −50,147 | −65.6% |
Source: SEC EDGAR · accession 0002043964-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.