Vault-13

Skerryvore Asset Management Ltd

EDINBURGH, X0 · CIK 2043964 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2024 · other (specify)

As an employer

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

In the UK

CompanyTownStaffPay gap reportFCA register
SKERRYVORE ASSET MANAGEMENT LTD Private Limited CompanyFCA: Authorised · manages investments, manages AIFs, advises, deals Cambridge Authorisedmanages investments, manages AIFs, advises, deals

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$112.0m reported value -6.8% vs Q1 2026
7positions
100.0%in top 10
0 new 1 added 5 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 FRANCO NEV CORP COM FNV FNV 163,253 $34.0m30.38% 30.38% ReducedShares held: Q3 2025 242.7k, Q4 2025 219.0k, Q1 2026 175.4k, Q2 2026 163.3k -12.1k -12,100 -6.9%
2 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS FMX FMX 246,680 $31.6m28.17% 28.17% ReducedShares held: Q3 2025 373.8k, Q4 2025 351.4k, Q1 2026 267.9k, Q2 2026 246.7k -21.2k -21,188 -7.9%
3 COCA-COLA FEMSA SAB DE CV SPONS ADS REP KOF KOF 264,590 $28.1m25.10% 25.10% ReducedShares held: Q3 2025 325.1k, Q4 2025 301.1k, Q1 2026 282.2k, Q2 2026 264.6k -17.6k -17,582 -6.2%
4 MERCADOLIBRE INC COM MELI MELI 8,906 $15.1m13.50% 13.50% AddedShares held: Q3 2025 11.3k, Q4 2025 6.6k, Q1 2026 6.6k, Q2 2026 8.9k +2.3k +2,267 34.1%
5 WHEATON PRECIOUS METALS CORP COM WPM WPM 19,500 $2.2m1.96% 1.96% UnchangedShares held: Q3 2025 35.1k, Q4 2025 22.8k, Q1 2026 19.5k, Q2 2026 19.5k
6 HDFC BANK LTD SPONSORED ADS HDB HDB 30,658 $791.9k0.71% 0.71% ReducedShares held: Q3 2025 95.6k, Q4 2025 39.4k, Q1 2026 39.7k, Q2 2026 30.7k -9.1k -9,069 -22.8%
7 INFOSYS LTD SPONSORED ADR INFY INFY 19,753 $207.2k0.19% 0.19% ReducedShares held: Q3 2025 0, Q4 2025 76.4k, Q1 2026 26.3k, Q2 2026 19.8k -6.5k -6,500 -24.8%