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Skerryvore Asset Management Ltd · 13F Holdings
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Skerryvore Asset Management Ltd

No.8961 Data as of 2026Q2
Latest AUM (Q2 2026)
$112.0M
QoQ Change Q1 2026
-$8.1M-6.8%
Holdings
7
New Buys
0
Adds
1
Reduces
5
Exits
0
Unchanged
1
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
FRANCO NEV CORPFNV
30.38%38.13%$34.0M163,253$45.8M175,353-12,100-6.90%Reduce
FOMENTO ECONOMICO MEXICANO SFMX
28.17%25.66%$31.6M246,680$30.8M267,868-21,188-7.91%Reduce
COCA-COLA FEMSA SAB DE CVKOF
25.1%23.22%$28.1M264,590$27.9M282,172-17,582-6.23%Reduce
MERCADOLIBRE INC COMMELI
13.5%9.63%$15.1M8,906$11.6M6,639+2,267+34.15%Add
WHEATON PRECIOUS METALS CORPWPM
1.96%2.21%$2.2M19,500$2.7M19,50000.00%Unchanged
HHDFC BANK LTDHDB
0.71%0.84%$791,89630,658$1.0M39,727-9,069-22.83%Reduce
INFOSYS LTDINFY
0.19%0.31%$207,20919,753$366,49226,253-6,500-24.76%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow