Eschler Asset Management LLP Top Holdings and 13F Report (2025) About Eschler Asset Management LLPInvestment ActivityEschler Asset Management LLP has $40.39 million in total holdings as of March 31, 2025.Eschler Asset Management LLP owns shares of 41 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 37.49% of the portfolio was purchased this quarter.About 45.03% of the portfolio was sold this quarter.This quarter, Eschler Asset Management LLP has purchased 49 new stocks and bought additional shares in 7 stocks.Eschler Asset Management LLP sold shares of 11 stocks and completely divested from 22 stocks this quarter.Largest Holdings Rio Tinto Group $4,227,853Meta Platforms $3,100,545Alamos Gold $2,559,713Alphabet $2,542,488Berkshire Hathaway $2,395,325 Largest New Holdings this Quarter 464287432 - iShares 20+ Year Treasury Bond ETF $1,586,926 Holding644535106 - NEW GOLD INC CDA $1,447,078 Holding58733R102 - MercadoLibre $1,035,912 Holding91531W106 - UP Fintech $1,030,645 Holding05550J101 - BJ's Wholesale Club $1,000,201 Holding Largest Purchases this Quarter iShares 20+ Year Treasury Bond ETF 17,433 shares (about $1.59M)NEW GOLD INC CDA 390,048 shares (about $1.45M)MercadoLibre 531 shares (about $1.04M)UP Fintech 119,982 shares (about $1.03M)BJ's Wholesale Club 8,766 shares (about $1.00M) Largest Sales this Quarter Strategy 9,001 shares (about $2.59M)Rio Tinto Group 26,200 shares (about $1.60M)SEA 11,600 shares (about $1.51M)BLACKROCK INC 771 shares (about $729.37K)Meta Platforms 891 shares (about $515.89K) 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 PortfolioSectorRIORio Tinto Group$4,227,853$1,598,986 ▼-27.4%69,27510.5%Basic MaterialsMETAMeta Platforms$3,100,545$515,889 ▼-14.3%5,3557.7%Computer and TechnologyAGIAlamos Gold$2,559,713$995,423 ▲63.6%95,7266.3%Basic MaterialsGOOGLAlphabet$2,542,488$446,316 ▼-14.9%16,2986.3%Computer and TechnologyBRK.ABerkshire Hathaway$2,395,3250.0%35.9%FinanceAZOAutoZone$1,769,1300.0%4644.4%Retail/WholesaleTLTiShares 20+ Year Treasury Bond ETF$1,586,926$1,586,926 ▲New Holding17,4333.9%ETFNEW GOLD INC CDA$1,447,078$1,447,078 ▲New Holding390,0483.6%COMBLACKROCK INC$1,355,618$729,366 ▼-35.0%1,4333.4%COMSANDSandstorm Gold$1,132,5000.0%150,0002.8%Basic MaterialsMELIMercadoLibre$1,035,912$1,035,912 ▲New Holding5312.6%Retail/WholesaleTIGRUP Fintech$1,030,645$1,030,645 ▲New Holding119,9822.6%FinanceBJBJ's Wholesale Club$1,000,201$1,000,201 ▲New Holding8,7662.5%Consumer DiscretionaryEQXEquinox Gold$967,755$967,755 ▲New Holding140,6622.4%Basic MaterialsTMETencent Music Entertainment Group$912,912$912,912 ▲New Holding14,3002.3%Consumer DiscretionaryXLREReal Estate Select Sector SPDR Fund$904,169$904,169 ▲New Holding21,6052.2%ETFMAGMAG Silver$840,4000.0%55,0002.1%Basic MaterialsNRPNatural Resource Partners$831,200$831,200 ▲New Holding8,0002.1%EnergyQXO INC$812,400$812,400 ▲New Holding60,0002.0%COM NEWSCHWCharles Schwab$809,807$29,668 ▼-3.5%10,3452.0%FinanceKRYSKrystal Biotech$793,861$793,861 ▲New Holding4,4032.0%MedicalPROSHARES TR II$686,150$686,150 ▲New Holding13,6521.7%VIX SHT TERM FUTVALValaris$667,891$363,626 ▲119.5%17,0121.7%EnergyREREATRenew$666,498$413,658 ▲163.6%226,7001.7%Business ServicesNVDANVIDIA$624,456$624,456 ▲New Holding5,7821.5%Computer and TechnologySESEA$574,156$1,513,684 ▼-72.5%4,4001.4%Computer and TechnologyNOAHNoah$563,220$233,415 ▲70.8%59,6001.4%FinanceKKRKKR & Co. Inc.$558,5400.0%4,8151.4%FinanceAMZNAmazon.com$420,065$32,488 ▲8.4%2,2111.0%Retail/WholesaleSASeabridge Gold$408,450$116,700 ▲40.0%35,0001.0%Basic MaterialsRBLXRoblox$399,3550.0%6,8501.0%Consumer DiscretionaryPDDPDD$378,720$213,030 ▼-36.0%3,2000.9%Retail/WholesaleIBNICICI Bank$315,200$252,160 ▼-44.4%10,0000.8%FinanceEHEHang$292,209$292,209 ▲New Holding13,9880.7%AerospacePINSPinterest$286,1300.0%9,2300.7%Computer and TechnologyRTORentokil Initial$285,288$11,450 ▼-3.9%12,4580.7%Business ServicesLXULSB Industries$260,305$62,605 ▲31.7%39,5000.6%Multi-Sector ConglomeratesVOXRVox Royalty$248,2000.0%85,0000.6%Basic MaterialsBHCBausch Health Companies$243,7890.0%37,5060.6%MedicalPYPLPayPal$242,450$184,080 ▼-43.2%3,7300.6%Computer and TechnologyMSTRStrategy$215,914$2,594,716 ▼-92.3%7490.5%Computer and TechnologyELVElevance Health$0$1,089,362 ▼-100.0%00.0%MedicalIBKRInteractive Brokers Group$0$1,079,630 ▼-100.0%00.0%FinanceARCOArcos Dorados$0$819,116 ▼-100.0%00.0%Retail/WholesaleFIDELITY WISE ORIGIN BITCOIN$0$815,800 ▼-100.0%00.0%SHSLEALear$0$804,950 ▼-100.0%00.0%Auto/Tires/TrucksTSMTaiwan Semiconductor Manufacturing$0$789,368 ▼-100.0%00.0%Computer and TechnologyVINPVinci Partners Investments$0$503,500 ▼-100.0%00.0%FinanceCHIMERA INVT CORP$0$490,000 ▼-100.0%00.0%COM SHSIWNiShares Russell 2000 Value ETF$0$451,468 ▼-100.0%00.0%ETFJDJD.com$0$447,243 ▼-100.0%00.0%Retail/WholesaleEWZiShares MSCI Brazil ETF$0$393,925 ▼-100.0%00.0%ETFVIPSVipshop$0$369,199 ▼-100.0%00.0%Computer and TechnologyGDXJVanEck Junior Gold Miners ETF$0$355,595 ▼-100.0%00.0%ETFASHRXtrackers Harvest CSI 300 China A-Shares ETF$0$291,170 ▼-100.0%00.0%ETFEWWiShares MSCI Mexico ETF$0$280,920 ▼-100.0%00.0%ETFUNHUnitedHealth Group$0$214,991 ▼-100.0%00.0%MedicalTRUPTrupanion$0$213,863 ▼-100.0%00.0%FinanceTOKECambria Cannabis ETF$0$205,272 ▼-100.0%00.0%ETFMLCOMelco Resorts & Entertainment$0$173,700 ▼-100.0%00.0%Consumer DiscretionaryMSOSAdvisorShares Pure US Cannabis ETF$0$171,450 ▼-100.0%00.0%ETFGROYGold Royalty$0$75,905 ▼-100.0%00.0%Basic MaterialsMKTWMarketWise$0$62,908 ▼-100.0%00.0%Business ServicesShowing 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. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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