Vault-13

Skerryvore Asset Management Ltd

EDINBURGH, X0 · CIK 2043964 · 13F filing filed 2025-08-14

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

$124.2m reported value +0.9% vs Q1 2025
6positions
100.0%in top 10
0 new 1 added 5 reduced 0 sold out vs Q1 2025

Holdings, Q2 2025

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 344,340 $56.4m45.46% 45.46% ReducedShares held: Q3 2024 —, Q4 2024 390.1k, Q1 2025 375.3k, Q2 2025 344.3k -31.0k -31,000 -8.3%
2 MERCADOLIBRE INC COM MELI MELI 13,499 $35.3m28.42% 28.42% ReducedShares held: Q3 2024 —, Q4 2024 14.0k, Q1 2025 13.6k, Q2 2025 13.5k -76 -76 -0.6%
3 HDFC BANK LTD SPONSORED ADS HDB HDB 176,152 $13.5m10.88% 10.88% ReducedShares held: Q3 2024 —, Q4 2024 144.6k, Q1 2025 197.4k, Q2 2025 176.2k -21.2k -21,229 -10.8%
4 COMPANIA CERVECERIAS UNIDAS SPONSORED ADR CCU CCU 917,510 $11.9m9.55% 9.55% ReducedShares held: Q3 2024 —, Q4 2024 1.2m, Q1 2025 1.2m, Q2 2025 917.5k -235.4k -235,446 -20.4%
5 WHEATON PRECIOUS METALS CORP COM WPM WPM 44,500 $4.0m3.22% 3.22% ReducedShares held: Q3 2024 —, Q4 2024 53.0k, Q1 2025 51.2k, Q2 2025 44.5k -6.7k -6,700 -13.1%
6 INFOSYS LTD SPONSORED ADR INFY INFY 165,825 $3.1m2.47% 2.47% AddedShares held: Q3 2024 —, Q4 2024 106.5k, Q1 2025 152.6k, Q2 2025 165.8k +13.2k +13,221 8.7%