Eschler Asset Management LLP Top Holdings and 13F Report (2026) About Eschler Asset Management LLPInvestment ActivityEschler Asset Management LLP has $100.32 million in total holdings as of March 31, 2026.Eschler Asset Management LLP owns shares of 33 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 19.69% of the portfolio was purchased this quarter.About 68.20% of the portfolio was sold this quarter.This quarter, Eschler Asset Management LLP has purchased 56 new stocks and bought additional shares in 8 stocks.Eschler Asset Management LLP sold shares of 7 stocks and completely divested from 30 stocks this quarter.Largest Holdings VanEck Junior Gold Miners ETF $25,262,168I-80 GOLD CORP $13,680,000Newmont $10,825,000Alphabet $8,519,168Vanguard Total International Stock ETF $4,797,630 Largest New Holdings this Quarter 093712107 - Bloom Energy $4,742,150 Holding26884L109 - EQT $942,763 Holding46121Y201 - Intrepid Potash $789,620 Holding81762P102 - ServiceNow $721,395 Holding874039100 - Taiwan Semiconductor Manufacturing $337,950 Holding Largest Purchases this Quarter Bloom Energy 35,000 shares (about $4.74M)Alphabet 15,008 shares (about $4.31M)I-80 GOLD CORP 1,500,000 shares (about $2.28M)KANZHUN 100,000 shares (about $1.34M)KASPI KZ JSC 17,498 shares (about $1.30M) Largest Sales this Quarter Newmont 75,000 shares (about $8.12M)NVIDIA 12,148 shares (about $2.12M)Transocean 50,000 shares (about $331.50K)Hesai Group 15,700 shares (about $300.18K)Amazon.com 133 shares (about $27.70K) 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 PortfolioSectorGDXJVanEck Junior Gold Miners ETF$25,262,168$1,254,177 â–²5.2%210,44825.2%ETFI-80 GOLD CORP$13,680,000$2,280,000 â–²20.0%9,000,00013.6%COMNEMNewmont$10,825,000$8,118,750 â–¼-42.9%100,00010.8%Basic MaterialsGOOGAlphabet$8,519,168$4,305,195 â–²102.2%29,6988.5%Computer and TechnologyVXUSVanguard Total International Stock ETF$4,797,6300.0%62,2184.8%ETFBEBloom Energy$4,742,150$4,742,150 â–²New Holding35,0004.7%EnergyVOOVanguard S&P 500 ETF$4,512,6980.0%7,5524.5%ETFBZKANZHUN$3,347,500$1,339,000 â–²66.7%250,0003.3%Computer and TechnologyMETAMeta Platforms$3,063,756$23,457 â–¼-0.8%5,3553.1%Computer and TechnologyIMCRImmunocore$2,412,0000.0%80,0002.4%MedicalKASPI KZ JSC$2,331,205$1,296,077 â–²125.2%31,4732.3%SPONSORED ADSFUTUFutu$1,504,3600.0%11,0001.5%Business ServicesVALValaris$1,401,9720.0%14,3001.4%EnergyMELIMercadoLibre$1,296,765$667,402 â–²106.0%7501.3%Retail/WholesaleHCAHCA Healthcare$1,095,551$191,662 â–²21.2%2,3151.1%MedicalSAMBoston Beer$1,059,8400.0%4,6001.1%Consumer StaplesNVDANVIDIA$1,008,381$2,118,612 â–¼-67.8%5,7821.0%Computer and TechnologyNUNU$1,005,9000.0%70,0001.0%FinanceNRPNatural Resource Partners$968,0000.0%8,0001.0%EnergyEQTEQT$942,763$942,763 â–²New Holding14,8140.9%EnergyBLDRBuilders FirstSource$795,3080.0%9,6600.8%Retail/WholesaleIPIIntrepid Potash$789,620$789,620 â–²New Holding18,4620.8%Basic MaterialsNOWServiceNow$721,395$721,395 â–²New Holding6,9000.7%Computer and TechnologyBLACKROCK INC$707,819$25,004 â–¼-3.4%7360.7%COMREREATRenew$667,387$375,200 â–²128.4%142,3000.7%Business ServicesRIGTransocean$623,220$331,500 â–¼-34.7%94,0000.6%EnergyAMZNAmazon.com$424,871$27,700 â–¼-6.1%2,0400.4%Retail/WholesaleRBLXRoblox$387,4360.0%6,8500.4%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$337,950$337,950 â–²New Holding1,0000.3%Computer and TechnologyHSAIHesai Group$330,776$300,184 â–¼-47.6%17,3000.3%Auto/Tires/TrucksKWEBKraneShares CSI China Internet ETF$312,730$312,730 â–²New Holding11,0000.3%ManufacturingNOAHNoah$243,5400.0%24,6000.2%FinanceBHCBausch Health Cos$202,532$202,532 â–²New Holding37,5060.2%MedicalAGIAlamos Gold$0$20,124,100 â–¼-100.0%00.0%Basic MaterialsHLHecla Mining$0$4,797,500 â–¼-100.0%00.0%Basic MaterialsBSVVanguard Short-Term Bond ETF$0$3,836,628 â–¼-100.0%00.0%ETFSBSWSibanye Gold$0$3,355,519 â–¼-100.0%00.0%Basic MaterialsCDECoeur Mining$0$2,294,543 â–¼-100.0%00.0%Basic MaterialsAVGOBroadcom$0$2,231,999 â–¼-100.0%00.0%Computer and TechnologySSRMSilver Standard Resources$0$2,168,546 â–¼-100.0%00.0%Basic MaterialsBTGB2Gold$0$2,116,349 â–¼-100.0%00.0%Basic MaterialsEZAiShares MSCI South Africa ETF$0$1,857,600 â–¼-100.0%00.0%ETFHMYHarmony Gold Mining$0$1,404,860 â–¼-100.0%00.0%Basic MaterialsMSOSAdvisorShares Pure US Cannabis ETF$0$1,400,820 â–¼-100.0%00.0%ETFIAGIamgold$0$1,396,983 â–¼-100.0%00.0%Basic MaterialsENVAEnova International$0$1,385,246 â–¼-100.0%00.0%FinanceARKXARK Space Exploration & Innovation ETF$0$1,315,199 â–¼-100.0%00.0%ETFISHARES SILVER TR$0$1,230,000 â–¼-100.0%00.0%CALLGDSGDS$0$568,870 â–¼-100.0%00.0%Business ServicesSASeabridge Gold$0$532,620 â–¼-100.0%00.0%Basic MaterialsRGLDRoyal Gold$0$516,824 â–¼-100.0%00.0%Basic MaterialsFLUTTER ENTMT PLC$0$508,140 â–¼-100.0%00.0%SHSPONY AI INC$0$503,150 â–¼-100.0%00.0%SPONSORED ADSVALEVale$0$456,050 â–¼-100.0%00.0%Basic MaterialsWWDWoodward$0$441,387 â–¼-100.0%00.0%AerospaceSESEA$0$433,738 â–¼-100.0%00.0%Computer and TechnologyKTOSKratos Defense & Security Solutions$0$431,093 â–¼-100.0%00.0%AerospaceFSLRFirst Solar$0$419,013 â–¼-100.0%00.0%EnergyHUT 8 CORP$0$413,001 â–¼-100.0%00.0%COMCRONCronos Group$0$378,715 â–¼-100.0%00.0%MedicalPPTAPerpetua Resources$0$363,150 â–¼-100.0%00.0%Basic MaterialsVOXRVox Royalty$0$304,308 â–¼-100.0%00.0%Basic MaterialsMUMicron Technology$0$285,410 â–¼-100.0%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. 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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