Eschler Asset Management LLP Top Holdings and 13F Report (2026) About Eschler Asset Management LLPInvestment ActivityEschler Asset Management LLP has $56.19 million in total holdings as of June 30, 2026.Eschler Asset Management LLP owns shares of 34 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 40.14% of the portfolio was purchased this quarter.About 114.89% of the portfolio was sold this quarter.This quarter, Eschler Asset Management LLP has purchased 33 new stocks and bought additional shares in 4 stocks.Eschler Asset Management LLP sold shares of 8 stocks and completely divested from 11 stocks this quarter.Largest Holdings Vanguard Total International Stock ETF $5,317,900Vanguard S&P 500 ETF $5,185,700Alphabet $5,136,338iShares U.S. Aerospace & Defense ETF $4,986,822KASPI KZ JSC $3,290,847 Largest New Holdings this Quarter 464288760 - iShares U.S. Aerospace & Defense ETF $4,986,822 Holding92206C102 - Vanguard Short-Term Treasury ETF $2,832,697 Holding80004C200 - SANDISK CORP $2,512,472 Holding81369Y704 - Industrial Select Sector SPDR Fund $2,421,697 Holding43300A203 - Hilton Worldwide $1,440,145 Holding Largest Purchases this Quarter iShares U.S. Aerospace & Defense ETF 20,571 shares (about $4.99M)Vanguard Short-Term Treasury ETF 48,682 shares (about $2.83M)SANDISK CORP 1,105 shares (about $2.51M)Industrial Select Sector SPDR Fund 13,074 shares (about $2.42M)Taiwan Semiconductor Manufacturing 4,305 shares (about $2.06M) Largest Sales this Quarter VanEck Junior Gold Miners ETF 196,203 shares (about $19.28M)Alphabet 15,158 shares (about $5.35M)KANZHUN 197,000 shares (about $2.54M)Valaris 3,000 shares (about $217.80K)ATRenew 17,700 shares (about $68.50K) 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 PortfolioSectorVXUSVanguard Total International Stock ETF$5,317,9000.0%62,2189.5%ETFVOOVanguard S&P 500 ETF$5,185,7000.0%7,5529.2%ETFGOOGAlphabet$5,136,338$5,354,650 â–¼-51.0%14,5409.1%Communication ServicesITAiShares U.S. Aerospace & Defense ETF$4,986,822$4,986,822 â–²New Holding20,5718.9%ETFKASPI KZ JSC$3,290,847$564,026 â–²20.7%37,9835.9%SPONSORED ADSMETAMeta Platforms$3,015,7850.0%5,3555.4%Communication ServicesVGSHVanguard Short-Term Treasury ETF$2,832,697$2,832,697 â–²New Holding48,6825.0%ETFTSMTaiwan Semiconductor Manufacturing$2,533,509$2,055,939 â–²430.5%5,3054.5%TechnologySANDISK CORP$2,512,472$2,512,472 â–²New Holding1,1054.5%COMXLIIndustrial Select Sector SPDR Fund$2,421,697$2,421,697 â–²New Holding13,0744.3%ETFMELIMercadoLibre$1,563,296$290,254 â–²22.8%9212.8%Consumer DiscretionaryNUNU$1,496,320$561,120 â–²60.0%112,0002.7%FinanceHLTHilton Worldwide$1,440,145$1,440,145 â–²New Holding4,3582.6%Consumer DiscretionaryGDXJVanEck Junior Gold Miners ETF$1,399,571$19,276,941 â–¼-93.2%14,2452.5%ETFNVDANVIDIA$1,095,863$60,815 â–¼-5.3%5,4782.0%TechnologyHOODRobinhood Markets$1,090,645$1,090,645 â–²New Holding10,8761.9%FinanceHRBH&R Block$1,028,160$1,028,160 â–²New Holding27,0001.8%Consumer DiscretionaryDUOLINGO INC$897,846$897,846 â–²New Holding7,8061.6%CL A COMHCAHCA Healthcare$853,679$48,726 â–¼-5.4%2,1901.5%HealthcareCPRTCopart$845,700$845,700 â–²New Holding30,0001.5%IndustrialsVALValaris$820,380$217,800 â–¼-21.0%11,3001.5%EnergySAMBoston Beer$814,3380.0%4,6001.4%Consumer StaplesNRPNatural Resource Partners$776,0000.0%8,0001.4%EnergyNOWServiceNow$685,0320.0%6,9001.2%TechnologyBZKANZHUN$682,110$2,535,390 â–¼-78.8%53,0001.2%IndustrialsBLACKROCK INC$669,105$38,454 â–¼-5.4%6961.2%COMAMZNAmazon.com$486,1120.0%2,0400.9%Consumer DiscretionaryREREATRenew$482,202$68,499 â–¼-12.4%124,6000.9%Consumer DiscretionaryVOXRVox Royalty$481,387$481,387 â–²New Holding102,0000.9%MaterialsRBLXRoblox$372,4250.0%6,8500.7%Communication ServicesISHARES INC$311,500$311,500 â–²New Holding3500.6%PUTNOAHNoah$245,7540.0%24,6000.4%FinanceMRVLMarvell Technology$238,312$238,312 â–²New Holding8000.4%TechnologyBHCBausch Health Cos$184,8660.0%37,5060.3%HealthcareI-80 GOLD CORP$0$13,680,000 â–¼-100.0%00.0%COMNEMNewmont$0$10,825,000 â–¼-100.0%00.0%MaterialsBEBloom Energy$0$4,742,150 â–¼-100.0%00.0%IndustrialsIMCRImmunocore$0$2,412,000 â–¼-100.0%00.0%HealthcareFUTUFutu$0$1,504,360 â–¼-100.0%00.0%FinanceEQTEQT$0$942,763 â–¼-100.0%00.0%EnergyBLDRBuilders FirstSource$0$795,308 â–¼-100.0%00.0%IndustrialsIPIIntrepid Potash$0$789,620 â–¼-100.0%00.0%MaterialsRIGTransocean$0$623,220 â–¼-100.0%00.0%EnergyHSAIHesai Group$0$330,776 â–¼-100.0%00.0%TechnologyKWEBKraneShares CSI China Internet ETF$0$312,730 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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