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Skerryvore Asset Management Ltd

Portfolio Manager
Skerryvore Asset Management LTD
Performance
+8.34% (2026 Q1)
AUM (13F)
$120.14M
# of Holdings
7
Performance Rank
Allocation (Top 20)
100%

Skerryvore Asset Management Ltd Holdings Map

Top 7 Skerryvore Asset Management Ltd Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
FNV
FRANCO NEV CORP
38.13%175.4K$45.8M
-19.91%(-43.60K)
2025-Q1: 375.3K shares2025-Q2: 344.3K shares2025-Q3: 242.7K shares2025-Q4: 219.0K shares2026-Q1: 175.4K shares
$120.92(+86.39%)
2026-03-31
FMX
FOMENTO ECONOMICO MEXICANO S
25.66%267.9K$30.8M
-23.78%(-83.55K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 373.8K shares2025-Q4: 351.4K shares2026-Q1: 267.9K shares
$100.81(+20.41%)
2026-03-31
KOF
COCA-COLA FEMSA SAB DE CV
23.22%282.2K$27.9M
-6.30%(-18.96K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 325.1K shares2025-Q4: 301.1K shares2026-Q1: 282.2K shares
$89.92(+16.05%)
2026-03-31
MELI
MERCADOLIBRE INC
9.63%6.6K$11.6M
+0.00%(+0)
2025-Q1: 13.6K shares2025-Q2: 13.5K shares2025-Q3: 11.3K shares2025-Q4: 6.6K shares2026-Q1: 6.6K shares
$1876.20(-17.56%)
2026-03-31
WPM
WHEATON PRECIOUS METALS CORP
2.21%19.5K$2.7M
-14.47%(-3.30K)
2025-Q1: 51.2K shares2025-Q2: 44.5K shares2025-Q3: 35.1K shares2025-Q4: 22.8K shares2026-Q1: 19.5K shares
$58.66(+122.32%)
2026-03-31
HDB
HDFC BANK LTD
0.84%39.7K$1.0M
+0.83%(+327)
2025-Q1: 197.4K shares2025-Q2: 176.2K shares2025-Q3: 95.6K shares2025-Q4: 39.4K shares2026-Q1: 39.7K shares
$31.85(-23.25%)
2026-03-31
INFY
INFOSYS LTD
0.31%26.3K$366K
-65.64%(-50.15K)
2025-Q1: 152.6K shares2025-Q2: 165.8K shares2025-Q3: 0 shares2025-Q4: 76.4K shares2026-Q1: 26.3K shares
$21.24(-43.17%)
2026-03-31

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