Skerryvore Asset Management Ltd

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value

$120.1M

Q ending 2026-03-31

Prior quarter

$128.3M

Q ending 2025-12-31

Change

-6.3% QoQ · -2.3% YoY

Positions

reported holdings

Largest positions

All 7 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.

Holding	Ticker	Type	Value ▼	Shares
Franco Nev Corp	FNV	Shares	$45.8M	175K
Fomento Economico Mexicano S	FMX	Shares	$30.8M	268K
Coca-Cola Femsa Sab De Cv	KOF	Shares	$27.9M	282K
Mercadolibre Inc	MELI	Shares	$11.6M	7K
Wheaton Precious Metals Corp	WPM	Shares	$2.7M	20K
Hdfc Bank Ltd	HDB	Shares	$1.0M	40K
Infosys Ltd	INFY	Shares	$366K	26K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.