Eschler Asset Management LLP

13F filer · CIK 0001910874

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$56.2MU.S. long equity reported on 13F

Positions278 new · 10 closed

Net flow last quarter-$35.8MBuys minus sells

Top 10 positions weight41.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202627 positions
GOOGAlphabet Inc.	$5.14M	9.14%	Not reported	-51.0%	Q1 2022
KSPIJoint Stock Co Kaspi.kz	$3.29M	5.86%	0.02%	+20.7%	Q1 2024
METAMeta Platforms, Inc.	$3.02M	5.37%	Not reported	Not reported	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.53M	4.51%	0.00%	+430.5%	Q4 2021
SNDKSandisk Corp	$2.51M	4.47%	0.00%	New	Q2 2026
MELIMercadolibre Inc	$1.56M	2.78%	0.00%	+22.8%	Q3 2023
NUNu Holdings Ltd.	$1.5M	2.66%	Not reported	+60.0%	Q3 2023
HLTHilton Worldwide Holdings Inc.	$1.44M	2.56%	0.00%	New	Q2 2026
NVDANvidia Corp	$1.1M	1.95%	0.00%	-5.3%	Q4 2023
HOODRobinhood Markets, Inc.	$1.09M	1.94%	0.00%	New	Q2 2026
HRBH&R Block Inc	$1.03M	1.83%	0.02%	New	Q2 2026
DUOLDuolingo, Inc.	$898K	1.60%	0.05%	New	Q2 2026
HCAHCA Healthcare, Inc.	$854K	1.52%	0.00%	-5.4%	Q4 2025
CPRTCopart Inc	$846K	1.50%	0.00%	New	Q2 2026
VALValaris Ltd	$820K	1.46%	0.02%	-21.0%	Q1 2024
SAMBoston Beer Co Inc	$814K	1.45%	Not reported	Not reported	Q3 2025
NRPNatural Resource Partners LP	$776K	1.38%	0.06%	Not reported	Q1 2025
NOWServiceNow, Inc.	$685K	1.22%	0.00%	Not reported	Q1 2026
BZKanzhun Ltd	$682K	1.21%	0.05%	-78.8%	Q2 2025
BLKBlackRock, Inc.	$669K	1.19%	0.00%	-5.4%	Q4 2021
AMZNAmazon Com Inc	$486K	0.87%	0.00%	Not reported	Q4 2021
REREATRenew Inc.	$482K	0.86%	0.66%	-12.4%	Q4 2024
VOXRVox Royalty Corp.	$481K	0.86%	0.15%	Not reported	Q1 2024
RBLXRoblox Corp	$372K	0.66%	0.00%	Not reported	Q4 2021
NOAHNoah Holdings Ltd	$246K	0.44%	0.01%	Not reported	Q1 2023
MRVLMarvell Technology, Inc.	$238K	0.42%	0.00%	New	Q2 2026
BHCBausch Health Companies Inc.	$185K	0.33%	0.01%	Not reported	Q4 2021
Q1 2026Reported May 15, 202629 positions
IAUXi-80 Gold Corp.	$13.7M	13.64%	1.05%	+20.0%	Q4 2023
NEMNEWMONT Corp	$10.8M	10.79%	0.01%	-42.9%	Q2 2023
GOOGAlphabet Inc.	$8.52M	8.49%	Not reported	+102.2%	Q1 2022
BEBloom Energy Corp	$4.74M	4.73%	0.01%	Not reported	Q2 2025
BZKanzhun Ltd	$3.35M	3.34%	0.25%	+66.7%	Q2 2025
METAMeta Platforms, Inc.	$3.06M	3.05%	Not reported	-0.8%	Q4 2021
IMCRImmunocore Holdings plc	$2.41M	2.40%	0.16%	Not reported	Q3 2022
KSPIJoint Stock Co Kaspi.kz	$2.33M	2.32%	0.02%	+125.2%	Q1 2024
FUTUFutu Holdings Ltd	$1.5M	1.50%	0.00%	Not reported	Q3 2024
VALValaris Ltd	$1.4M	1.40%	0.02%	Not reported	Q1 2024
MELIMercadolibre Inc	$1.3M	1.29%	0.00%	+106.0%	Q3 2023
HCAHCA Healthcare, Inc.	$1.1M	1.09%	0.00%	+21.2%	Q4 2025
SAMBoston Beer Co Inc	$1.06M	1.06%	Not reported	Not reported	Q3 2025
NVDANvidia Corp	$1.01M	1.01%	0.00%	-67.8%	Q4 2023
NUNu Holdings Ltd.	$1.01M	1.00%	Not reported	Not reported	Q3 2023
NRPNatural Resource Partners LP	$968K	0.96%	0.06%	Not reported	Q1 2025
EQTEQT Corp	$943K	0.94%	0.00%	Not reported	Q3 2024
BLDRBuilders FirstSource, Inc.	$795K	0.79%	0.01%	Not reported	Q4 2025
IPIIntrepid Potash, Inc.	$790K	0.79%	0.14%	New	Q1 2026
NOWServiceNow, Inc.	$721K	0.72%	0.00%	New	Q1 2026
BLKBlackRock, Inc.	$708K	0.71%	0.00%	-3.4%	Q4 2021
REREATRenew Inc.	$667K	0.67%	0.76%	+128.4%	Q4 2024
RIGTransocean Ltd.	$623K	0.62%	0.01%	-34.7%	Q3 2025
AMZNAmazon Com Inc	$425K	0.42%	0.00%	-6.1%	Q4 2021
RBLXRoblox Corp	$387K	0.39%	0.00%	Not reported	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$338K	0.34%	0.00%	Not reported	Q4 2021
HSAIHesai Group	$331K	0.33%	0.01%	-47.6%	Q2 2025
NOAHNoah Holdings Ltd	$244K	0.24%	0.01%	Not reported	Q1 2023
BHCBausch Health Companies Inc.	$203K	0.20%	0.01%	Not reported	Q4 2021
Q4 2025Reported Feb 13, 202649 positions
AGIAlamos Gold Inc	$20.1M	13.56%	0.12%	+135.4%	Q2 2022
NEMNEWMONT Corp	$17.5M	11.78%	0.02%	Not reported	Q2 2023
IAUXi-80 Gold Corp.	$11M	7.38%	0.91%	Not reported	Q4 2023
HLHecla Mining Co	$4.8M	3.23%	0.04%	New	Q4 2025
GOOGAlphabet Inc.	$4.61M	3.11%	Not reported	Not reported	Q1 2022
BSVNBank7 Corp.	$3.84M	2.59%	0.51%	New	Q4 2025
METAMeta Platforms, Inc.	$3.56M	2.40%	Not reported	-6.7%	Q4 2021
SBSWSibanye Stillwater Ltd	$3.36M	2.26%	0.01%	+229.0%	Q3 2024
NVDANvidia Corp	$3.34M	2.25%	0.00%	+145.7%	Q4 2023
BZKanzhun Ltd	$3.06M	2.06%	0.15%	Not reported	Q2 2025
IMCRImmunocore Holdings plc	$2.78M	1.87%	0.16%	+100.0%	Q3 2022
CDECoeur Mining, Inc.	$2.29M	1.55%	0.02%	New	Q4 2025
AVGOBroadcom Inc.	$2.23M	1.50%	0.00%	Not reported	Q1 2022
SSRMSSR Mining Inc.	$2.17M	1.46%	0.05%	New	Q4 2025
BTGB2gold Corp	$2.12M	1.43%	0.04%	New	Q4 2025
FUTUFutu Holdings Ltd	$1.81M	1.22%	0.00%	Not reported	Q3 2024
HMYHarmony Gold Mining Co Ltd	$1.4M	0.95%	0.01%	+507.6%	Q3 2025
IAGIamgold Corp	$1.4M	0.94%	0.01%	Not reported	Q1 2024
ENVAEnova International, Inc.	$1.39M	0.93%	0.04%	+161.0%	Q2 2025
NUNu Holdings Ltd.	$1.17M	0.79%	Not reported	-18.2%	Q3 2023
KSPIJoint Stock Co Kaspi.kz	$1.09M	0.74%	0.01%	+88.9%	Q1 2024
BLDRBuilders FirstSource, Inc.	$994K	0.67%	0.01%	New	Q4 2025
SAMBoston Beer Co Inc	$898K	0.61%	Not reported	+84.0%	Q3 2025
HCAHCA Healthcare, Inc.	$892K	0.60%	0.00%	New	Q4 2025
NRPNatural Resource Partners LP	$835K	0.56%	0.06%	Not reported	Q1 2025
BLKBlackRock, Inc.	$816K	0.55%	0.00%	-5.0%	Q4 2021
HSAIHesai Group	$739K	0.50%	0.02%	+7.5%	Q2 2025
MELIMercadolibre Inc	$733K	0.49%	0.00%	+131.9%	Q3 2023
VALValaris Ltd	$721K	0.49%	0.02%	+10.0%	Q1 2024
RIGTransocean Ltd.	$595K	0.40%	0.01%	+20.0%	Q3 2025
GDSGDS Holdings Ltd	$569K	0.38%	0.00%	-96.6%	Q1 2022
RBLXRoblox Corp	$555K	0.37%	0.00%	Not reported	Q4 2021
SASeabridge Gold Inc	$533K	0.36%	0.02%	Not reported	Q3 2023
RGLDRoyal Gold Inc	$517K	0.35%	0.00%	New	Q4 2025
FLUTFlutter Entertainment plc	$508K	0.34%	0.00%	-50.0%	Q2 2025
PONYPony AI Inc.	$503K	0.34%	0.01%	-23.2%	Q2 2025
AMZNAmazon Com Inc	$502K	0.34%	0.00%	+0.6%	Q4 2021
VALEVale S.A.	$456K	0.31%	0.00%	New	Q4 2025
WWDWoodward, Inc.	$441K	0.30%	0.00%	New	Q4 2025
SESea Ltd	$434K	0.29%	0.00%	-94.1%	Q4 2021
KTOSKratos Defense & Security Solutions, Inc.	$431K	0.29%	0.00%	New	Q4 2025
FSLRFirst Solar, Inc.	$419K	0.28%	0.00%	+49.5%	Q4 2023
HUTHut 8 Corp.	$413K	0.28%	0.01%	New	Q4 2025
CRONCronos Group Inc.	$379K	0.26%	0.04%	New	Q4 2025
PPTAPerpetua Resources Corp.	$363K	0.24%	0.01%	Not reported	Q2 2025
REREATRenew Inc.	$330K	0.22%	0.33%	-64.5%	Q4 2024
VOXRVox Royalty Corp.	$304K	0.21%	0.09%	Not reported	Q1 2024
MUMicron Technology Inc	$285K	0.19%	0.00%	Not reported	Q3 2024
NOAHNoah Holdings Ltd	$247K	0.17%	0.01%	-33.7%	Q1 2023
Q3 2025Reported Nov 13, 202563 positions
GDSGDS Holdings Ltd	$18.6M	13.81%	0.05%	+35.6%	Q1 2022
NEMNEWMONT Corp	$14.8M	10.94%	0.02%	+75.0%	Q2 2023
SESea Ltd	$10.4M	7.69%	0.03%	+544.4%	Q4 2021
AGIAlamos Gold Inc	$7.73M	5.73%	0.05%	-49.5%	Q2 2022
IAUXi-80 Gold Corp.	$7.17M	5.31%	0.92%	Not reported	Q4 2023
AUAngloGold Ashanti PLC	$7.03M	5.21%	0.02%	New	Q3 2025
METAMeta Platforms, Inc.	$4.25M	3.15%	Not reported	+8.0%	Q4 2021
AEMAgnico Eagle Mines Ltd	$4.21M	3.12%	0.01%	-50.0%	Q4 2021
EHEHang Holdings Ltd	$3.71M	2.75%	Not reported	Not reported	Q3 2024
GOOGLAlphabet Inc.	$3.64M	2.70%	0.00%	Not reported	Q4 2021
BZKanzhun Ltd	$3.5M	2.60%	0.15%	Not reported	Q2 2025
BRK.ABerkshire Hathaway Inc	$2.26M	1.68%	Not reported	Not reported	Q4 2023
IMCRImmunocore Holdings plc	$1.45M	1.08%	0.08%	Not reported	Q3 2022
AZOAutozone Inc	$1.42M	1.05%	0.00%	Not reported	Q4 2023
NUNu Holdings Ltd.	$1.37M	1.02%	Not reported	-46.1%	Q3 2023
NVDANvidia Corp	$1.36M	1.01%	0.00%	+33.2%	Q4 2023
FLUTFlutter Entertainment plc	$1.2M	0.89%	0.00%	Not reported	Q2 2025
SCHWSchwab Charles Corp	$1.02M	0.76%	0.00%	Not reported	Q4 2023
PONYPony AI Inc.	$1.02M	0.75%	0.01%	-85.9%	Q2 2025
RBLXRoblox Corp	$949K	0.70%	0.00%	-25.8%	Q4 2021
BLKBlackRock, Inc.	$935K	0.69%	0.00%	+15.2%	Q4 2021
MIDDMIDDLEBY Corp	$931K	0.69%	0.01%	New	Q3 2025
HSAIHesai Group	$863K	0.64%	Not reported	-85.1%	Q2 2025
NRPNatural Resource Partners LP	$840K	0.62%	0.06%	Not reported	Q1 2025
REREATRenew Inc.	$808K	0.60%	0.94%	-22.5%	Q4 2024
SBSWSibanye Stillwater Ltd	$804K	0.60%	0.00%	-71.6%	Q3 2024
UNPUnion Pacific Corp	$680K	0.50%	0.00%	New	Q3 2025
BABAAlibaba Group Holding Ltd	$661K	0.49%	0.00%	Not reported	Q4 2021
VNETVNET Group, Inc.	$651K	0.48%	0.07%	New	Q3 2025
BF.BBrown Forman Corp	$649K	0.48%	0.01%	New	Q3 2025
VALValaris Ltd	$634K	0.47%	0.02%	Not reported	Q1 2024
AVTRAvantor, Inc.	$624K	0.46%	0.01%	New	Q3 2025
KSPIJoint Stock Co Kaspi.kz	$604K	0.45%	0.00%	Not reported	Q1 2024
IIPRInnovative Industrial Properties Inc	$545K	0.40%	0.04%	Not reported	Q4 2023
ACMRACM Research, Inc.	$544K	0.40%	0.03%	Not reported	Q4 2023
SAMBoston Beer Co Inc	$529K	0.39%	Not reported	New	Q3 2025
SSLSasol Ltd	$526K	0.39%	Not reported	-50.6%	Q4 2021
SQMChemical & Mining Co of Chile Inc	$508K	0.38%	0.00%	New	Q3 2025
BRK.BBerkshire Hathaway Inc	$489K	0.36%	Not reported	Not reported	Q4 2023
AMZNAmazon Com Inc	$474K	0.35%	0.00%	+5.9%	Q4 2021
SASeabridge Gold Inc	$435K	0.32%	0.02%	-48.6%	Q3 2023
NOAHNoah Holdings Ltd	$430K	0.32%	0.01%	Not reported	Q1 2023
ENVAEnova International, Inc.	$389K	0.29%	0.01%	-67.0%	Q2 2025
LVSLas Vegas Sands Corp	$377K	0.28%	0.00%	New	Q3 2025
RIGTransocean Ltd.	$374K	0.28%	0.01%	New	Q3 2025
MELIMercadolibre Inc	$367K	0.27%	0.00%	Not reported	Q3 2023
IBNIcici Bank Ltd	$363K	0.27%	Not reported	Not reported	Q1 2024
BNTXBioNTech SE	$353K	0.26%	0.00%	Not reported	Q1 2022
EROEro Copper Corp.	$304K	0.23%	0.01%	-81.5%	Q2 2025
PPTAPerpetua Resources Corp.	$303K	0.22%	0.01%	-57.1%	Q2 2025

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