Eschler Asset Management LLP Top Holdings and 13F Report (2025) About Eschler Asset Management LLPInvestment ActivityEschler Asset Management LLP has $132.58 million in total holdings as of June 30, 2025.Eschler Asset Management LLP owns shares of 57 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 88.30% of the portfolio was purchased this quarter.About 19.29% of the portfolio was sold this quarter.This quarter, Eschler Asset Management LLP has purchased 41 new stocks and bought additional shares in 6 stocks.Eschler Asset Management LLP sold shares of 7 stocks and completely divested from 21 stocks this quarter.Largest Holdings Bloom Energy $15,734,950Alamos Gold $11,649,747GDS $10,887,064VanEck Junior Gold Miners ETF $10,138,500NEW GOLD INC CDA $7,817,520 Largest New Holdings this Quarter 093712107 - Bloom Energy $15,734,950 Holding36165L108 - GDS $10,887,064 Holding92189F791 - VanEck Junior Gold Miners ETF $10,138,500 Holding008474108 - Agnico Eagle Mines $5,946,500 Holding651639106 - Newmont $5,826,000 Holding Largest Purchases this Quarter Bloom Energy 655,000 shares (about $15.73M)GDS 355,200 shares (about $10.89M)VanEck Junior Gold Miners ETF 150,000 shares (about $10.14M)Alamos Gold 342,894 shares (about $9.11M)Agnico Eagle Mines 50,000 shares (about $5.95M) Largest Sales this Quarter UP Fintech 78,835 shares (about $760.76K)Sandstorm Gold 65,000 shares (about $611K)BLACKROCK INC 737 shares (about $563.02K)Tencent Music Entertainment Group 4,002 shares (about $280.42K)Noah 22,500 shares (about $273.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEschler Asset Management LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBEBloom Energy$15,734,950$15,734,950 ▲New Holding655,00011.9%EnergyAGIAlamos Gold$11,649,747$9,107,264 ▲358.2%438,6208.8%Basic MaterialsGDSGDS$10,887,064$10,887,064 ▲New Holding355,2008.2%Business ServicesGDXJVanEck Junior Gold Miners ETF$10,138,500$10,138,500 ▲New Holding150,0007.6%ETFNEW GOLD INC CDA$7,817,520$5,886,782 ▲304.9%1,579,2975.9%COMAEMAgnico Eagle Mines$5,946,500$5,946,500 ▲New Holding50,0004.5%Basic MaterialsNEMNewmont$5,826,000$5,826,000 ▲New Holding100,0004.4%Basic MaterialsI-80 GOLD CORP$4,488,000$4,488,000 ▲New Holding7,500,0003.4%COMHSAIHesai Group$4,422,650$4,422,650 ▲New Holding205,6003.3%Auto/Tires/TrucksPONY AI INC$4,244,832$4,244,832 ▲New Holding320,3003.2%SPONSORED ADSEHEHang$3,472,000$3,229,168 ▲1,329.8%200,0002.6%AerospaceYMMFull Truck Alliance$2,952,500$2,952,500 ▲New Holding250,0002.2%Business ServicesMETAMeta Platforms$2,877,7160.0%5,3552.2%Computer and TechnologyBZKANZHUN$2,676,000$2,676,000 ▲New Holding150,0002.0%Computer and TechnologyNUNU$2,177,830$2,177,830 ▲New Holding158,7341.6%FinanceGDGeneral Dynamics$2,022,954$2,022,954 ▲New Holding6,9361.5%AerospaceGOOGAlphabet$1,877,901$1,877,901 ▲New Holding14,5401.4%Computer and TechnologySUPER MICRO COMPUTER INC$1,870,663$1,870,663 ▲New Holding38,1691.4%COM NEWSBSWSibanye Gold$1,816,480$1,816,480 ▲New Holding251,5901.4%Basic MaterialsCQQQInvesco China Technology ETF$1,803,674$1,803,674 ▲New Holding40,7611.4%ETFHTZHertz Global$1,636,666$1,636,666 ▲New Holding239,6291.2%TransportationSESEA$1,409,850$720,590 ▲104.5%9,0001.1%Computer and TechnologyEROEro Copper$1,363,334$1,363,334 ▲New Holding80,9101.0%Basic MaterialsIMCRImmunocore$1,255,200$1,255,200 ▲New Holding40,0000.9%MedicalENVAEnova International$1,141,742$1,141,742 ▲New Holding10,2380.9%FinanceEQTEQT$1,082,069$1,082,069 ▲New Holding18,5540.8%EnergyFUTUFutu$1,024,067$1,024,067 ▲New Holding8,2860.8%Business ServicesSVMSilvercorp Metals$1,005,748$1,005,748 ▲New Holding238,3290.8%Basic MaterialsFLUTTER ENTMT PLC$983,273$983,273 ▲New Holding4,7260.7%SHSCHKChesapeake Energy$965,106$965,106 ▲New Holding8,2530.7%EnergyBSXBoston Scientific$933,393$933,393 ▲New Holding8,6900.7%MedicalROCKET LAB CORP$929,591$929,591 ▲New Holding25,9880.7%COMBROBrown & Brown$917,449$917,449 ▲New Holding8,2750.7%FinanceAJGArthur J. Gallagher & Co.$868,486$868,486 ▲New Holding2,7130.7%FinanceSOISolaris Oilfield Infrastructure$865,646$865,646 ▲New Holding30,5990.7%EnergyAAOIApplied Optoelectronics$856,273$856,273 ▲New Holding33,3310.6%Computer and TechnologySANDSandstorm Gold$799,000$611,000 ▼-43.3%85,0000.6%Basic MaterialsNRPNatural Resource Partners$764,0800.0%8,0000.6%EnergyTMETencent Music Entertainment Group$721,581$280,420 ▼-28.0%10,2980.5%Consumer DiscretionaryREREATRenew$720,9060.0%226,7000.5%Business ServicesCORTCorcept Therapeutics$714,035$714,035 ▲New Holding9,7280.5%MedicalNVDANVIDIA$630,131$34,969 ▼-5.3%5,4780.5%Computer and TechnologyKASPI KZ JSC$628,186$628,186 ▲New Holding7,4000.5%SPONSORED ADSGVAGranite Construction$575,928$575,928 ▲New Holding6,1590.4%ConstructionSHCOSoho House & Co Inc.$563,745$563,745 ▲New Holding76,7000.4%Consumer DiscretionaryBLACKROCK INC$531,701$563,022 ▼-51.4%6960.4%COMRBLXRoblox$524,669$135,288 ▲34.7%9,2300.4%Consumer DiscretionarySASeabridge Gold$508,2000.0%35,0000.4%Basic MaterialsNOAHNoah$450,765$273,375 ▼-37.8%37,1000.3%FinancePPTAPerpetua Resources$424,900$424,900 ▲New Holding35,0000.3%Basic MaterialsIBNICICI Bank$404,400$67,400 ▲20.0%12,0000.3%FinanceTIGRUP Fintech$397,069$760,759 ▼-65.7%41,1470.3%FinanceAMZNAmazon.com$325,856$27,314 ▼-7.7%2,0400.2%Retail/WholesalePALLabrdn Physical Palladium Shares ETF$301,830$301,830 ▲New Holding3,0000.2%ManufacturingVOXRVox Royalty$268,6000.0%85,0000.2%Basic MaterialsPYPLPayPal$201,8340.0%3,7300.2%Business ServicesBHCBausch Health Cos$181,8670.0%37,5060.1%MedicalRIORio Tinto$0$4,227,853 ▼-100.0%00.0%Basic MaterialsGOOGLAlphabet$0$2,542,488 ▼-100.0%00.0%Computer and TechnologyBRK.ABerkshire Hathaway$0$2,395,325 ▼-100.0%00.0%FinanceAZOAutoZone$0$1,769,130 ▼-100.0%00.0%Retail/WholesaleTLTiShares 20+ Year Treasury Bond ETF$0$1,586,926 ▼-100.0%00.0%ETFMELIMercadoLibre$0$1,035,912 ▼-100.0%00.0%Retail/WholesaleBJBJ's Wholesale Club$0$1,000,201 ▼-100.0%00.0%Consumer StaplesEQXEquinox Gold$0$967,755 ▼-100.0%00.0%Basic MaterialsXLREReal Estate Select Sector SPDR Fund$0$904,169 ▼-100.0%00.0%ETFMAGMAG Silver$0$840,400 ▼-100.0%00.0%Basic MaterialsQXO INC$0$812,400 ▼-100.0%00.0%COM NEWSCHWCharles Schwab$0$809,807 ▼-100.0%00.0%FinanceKRYSKrystal Biotech$0$793,861 ▼-100.0%00.0%MedicalPROSHARES TR II$0$686,150 ▼-100.0%00.0%VIX SHT TERM FUTVALValaris$0$667,891 ▼-100.0%00.0%EnergyKKRKKR & Co. Inc.$0$558,540 ▼-100.0%00.0%FinancePDDPDD$0$378,720 ▼-100.0%00.0%Retail/WholesalePINSPinterest$0$286,130 ▼-100.0%00.0%Computer and TechnologyRTORentokil Initial$0$285,288 ▼-100.0%00.0%Business ServicesLXULsb Industries$0$260,305 ▼-100.0%00.0%Basic MaterialsMSTRMicroStrategy$0$215,914 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. 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