Eschler Asset Management Llp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$100.3M
Q ending 2026-03-31
Prior quarter
$148.4M
Q ending 2025-12-31
Change
-32.4% QoQ · +148.4% YoY
Positions
33
reported holdings
Largest positions
All 33 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 |
|---|---|---|---|---|
| Vaneck Etf Trust | GDXJ | Shares | $25.3M | 210K |
| I-80 Gold Corp | IAUX | Shares | $13.7M | 9.0M |
| Newmont Corp | NEM | Shares | $10.8M | 100K |
| Alphabet Inc | GOOG | Shares | $8.5M | 30K |
| Vanguard Star Fds | VXUS | Shares | $4.8M | 62K |
| Bloom Energy Corp | BE | Shares | $4.7M | 35K |
| Vanguard Index Fds | VOO | Shares | $4.5M | 8K |
| Kanzhun Limited | BZ | Shares | $3.3M | 250K |
| Meta Platforms Inc | META | Shares | $3.1M | 5K |
| Immunocore Hldgs Plc | IMCR | Shares | $2.4M | 80K |
| Kaspi Kz Jsc | KSPI | Shares | $2.3M | 31K |
| Futu Hldgs Ltd | FUTU | Shares | $1.5M | 11K |
| Valaris Ltd | Shares | $1.4M | 14K | |
| Mercadolibre Inc | MELI | Shares | $1.3M | 750 |
| Hca Healthcare Inc | HCA | Shares | $1.1M | 2K |
| Boston Beer Inc | SAM | Shares | $1.1M | 5K |
| Nvidia Corporation | NVDA | Shares | $1.0M | 6K |
| Nu Hldgs Ltd | Shares | $1.0M | 70K | |
| Natural Resource Partners Lp | NRP | Shares | $968K | 8K |
| Eqt Corp | EQT | Shares | $943K | 15K |
| Builders Firstsource Inc | BLDR | Shares | $795K | 10K |
| Intrepid Potash Inc | IPI | Shares | $790K | 18K |
| Servicenow Inc | NOW | Shares | $721K | 7K |
| Blackrock Inc | BLK | Shares | $708K | 736 |
| Atrenew Inc | RERE | Shares | $667K | 142K |
| Transocean Ltd | Shares | $623K | 94K | |
| Amazon Com Inc | AMZN | Shares | $425K | 2K |
| Roblox Corp | RBLX | Shares | $387K | 7K |
| Taiwan Semiconductor Manufac | TSM | Shares | $338K | 1K |
| Hesai Group | HSAI | Shares | $331K | 17K |
| Kraneshares Trust | KWEB | Shares | $313K | 11K |
| Noah Hldgs Ltd | NOAH | Shares | $244K | 25K |
| Bausch Health Cos Inc | BHC | Shares | $203K | 38K |
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.