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Funds · 13F filer · Edinburgh, X0

Skerryvore Asset Management Ltd

$112.0M in 7 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return+19.1%S&P 500 +20.9%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since December 31, 2024: $163 against $127 in the S&P 500.2

Skerryvore Asset Management LtdS&P 500 (SPY)
$95$100$16420242026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
FNVFranco Nev Corp$34.0M30.4%−6.9%
FMXFomento Economico Mexicano S$31.6M28.2%−7.9%
KOFCoca-cola Femsa Sab De Cv$28.1M25.1%−6.2%
MELIMercadolibre Inc$15.1M13.5%+34.1%
WPMWheaton Precious Metals Corp$2.2M2.0%
HDBHdfc Bank Ltd$792K0.7%−22.8%
INFYInfosys Ltd$207K0.2%−24.8%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
WPMWheaton Precious Metals CorpDecember 31, 2024+99.7%$2.2M
FNVFranco Nev CorpDecember 31, 2024+77.3%$34.0M
FMXFomento Economico Mexicano SSeptember 30, 2025+29.7%$31.6M
KOFCoca-cola Femsa Sab De CvSeptember 30, 2025+27.9%$28.1M
MELIMercadolibre IncDecember 31, 2024−0.2%$15.1M
HDBHdfc Bank LtdDecember 31, 2024−19.1%$792K
INFYInfosys LtdDecember 31, 2025−41.1%$207K

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026−0.4%+14.8%
March 31, 2026+8.3%−4.6%
December 31, 2025−1.5%+2.4%
September 30, 2025+12.1%+7.8%
June 30, 2025+9.3%+10.5%
March 31, 2025+25.5%−4.6%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 2043964
  2. 2
    Filed August 14, 2026 · accession 0002043964-26-000004