Eschler Asset Management LLP 13F Holdings

CIK 0001910874 · London, X0

As of Sep 30, 2025, Eschler Asset Management LLP reported 67 positions worth 34.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
GDS HOLDINGS LTDGDSTechnology481,471 8.6M13.81%
NEWMONT CORPNEMBasic Materials175,000 4.8M10.94%
NEW GOLD INCNGDBasic Materials1,572,076 1.3M8.37%
SEA LTDSEConsumer Cyclical58,000 0.4M7.69%
ALAMOS GOLD INCAGIBasic Materials221,620$7.7M5.73%
I-80 GOLD CORPIAUXBasic Materials7,500,000$7.2M5.31%
ANGLOGOLD ASHANTI (PTY) LTDAUBasic Materials100,000$7.0M5.21%
VANECK JUNIOR GOLD MINERS ETFGDXJ—55,781$5.5M4.10%
META PLATFORMS INCMETACommunication Services5,784$4.2M3.15%
AGNICO EAGLE MINES LTDAEMBasic Materials25,000$4.2M3.12%
EHANG HOLDINGS LTDEHIndustrials200,000$3.7M2.75%
ALPHABET INCGOOGLEquity14,970$3.6M2.70%
KANZHUN LTDBZIndustrials150,000$3.5M2.60%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services3$2.3M1.68%
IMMUNOCORE HOLDINGS PLCIMCRHealthcare40,000 .5M1.08%
AUTOZONE INCAZOConsumer Cyclical331 .4M1.05%
NU HOLDINGS LTDNUFinancial Services85,615 .4M1.02%
NVIDIA CORPNVDATechnology7,299 .4M1.01%
FLUTTER ENTERTAINMENT PLCFLUTConsumer Cyclical4,726 .2M0.89%
SCHWAB CHARLES CORPSCHWEquity10,724 .0M0.76%
PONY AI INCPONYIndustrials45,200 .0M0.75%
ROBLOX CORPRBLXCommunication Services6,850$948.9K0.70%
BLACKROCK INCBLKFinancial Services802$935.0K0.69%
MIDDLEBY CORPMIDDIndustrials7,000$930.5K0.69%
HESAI GROUPHSAIConsumer Cyclical30,700$862.7K0.64%