Skerryvore Asset Management
EDINBURGH, X0files as Skerryvore Asset Management Ltd
$112m in 7 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 8.3% of the portfolio this quarter.
Value
$112m
Stocks
7
Top 10 share
100.0%
Turnover
8.3%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- MercadoLibreMELI13.5% of the fund+34%
Cut
Sold some of their stake.
- Franco NevadaFNV30.4% of the fund-7%
- Mexican Economic DevelopmentFMX28.2% of the fund-8%
- Coca-Cola Femsa SAB de CVKOF25.1% of the fund-6%
- HDFC BankHDB0.7% of the fund-23%
- InfosysINFY0.2% of the fund-25%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Franco NevadaFNV
- Share
- 30.4%
- Value
- $34m
- Shares
- 163,253
-7%
- Coca-Cola Femsa SAB de CVKOF
- Share
- 25.1%
- Value
- $28m
- Shares
- 264,590
-6%
- Wheaton Precious MetalsWPM
- Share
- 2.0%
- Value
- $2m
- Shares
- 19,500
Held
- InfosysINFY
- Share
- 0.2%
- Value
- $207,209
- Shares
- 19,753
-25%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Franco NevadaFNV | 30.4% | $34m | 163,253 | -7% |
| Mexican Economic DevelopmentFMX | 28.2% | $32m | 246,680 | -8% |
| Coca-Cola Femsa SAB de CVKOF | 25.1% | $28m | 264,590 | -6% |
| MercadoLibreMELI | 13.5% | $15m | 8,906 | +34% |
| Wheaton Precious MetalsWPM | 2.0% | $2m | 19,500 | Held |
| HDFC BankHDB | 0.7% | $791,896 | 30,658 | -23% |
| InfosysINFY | 0.2% | $207,209 | 19,753 | -25% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 9.8% since 30 June 2025.
Where the money is
Materials32.3%
Everyday goods28.2%
Technology13.5%
Financial services0.7%
Other25.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.