Skerryvore Asset Management Ltd

Q3 2026 13F-HR Holdings

Location
Edinburgh, X0
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
9
Total value ($000)
$155,358
Net value change ($000)
+43,360 (38.7%)
New positions
2
Sold out positions
0
Turnover %
10.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
INDA 13,030 NEW
FNV 12,158 35.7%
HDB 9,238 1166.4%
INFY 6,625 3200.5%
VWO 2,972 NEW
MELI 1,974 13.1%
WPM 604 27.6%
KOF 28 0.1%
Top Reduces (Value $000, Stocks/ETFs)
FMX -3,268 -10.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type