Eschler Asset Management LLP
CIK: 0001910874Latest portfolio: $148.4M · Q4 2025
Holdings
56
Total Value
$148.4M
New Positions
23
Closed Positions
34
Top Holdings
View All 56 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | GDXJVANECK ETF TRUST | 200,000 | $22.8M | 15.34% | +144K | |
| 2 | AGIALAMOS GOLD INC NEW | 521,620 | $20.1M | 13.56% | +300K | |
| 3 | NEMNEWMONT CORP | 175,000 | $17.5M | 11.78% | — | |
| 4 | IAUI-80 GOLD CORP | 7,500,000 | $10.9M | 7.38% | — | |
| 5 | HLHECLA MNG CO | 250,000 | $4.8M | 3.23% | NEW | |
| 6 | VOOVANGUARD INDEX FDS | 7,552 | $4.7M | 3.19% | NEW | |
| 7 | VXUSVANGUARD STAR FDS | 62,218 | $4.7M | 3.16% | NEW | |
| 8 | GOOGALPHABET INC | 14,690 | $4.6M | 3.11% | NEW | |
| 9 | BSVVANGUARD BD INDEX FDS | 48,682 | $3.8M | 2.59% | NEW | |
| 10 | METAMETA PLATFORMS INC | 5,396 | $3.6M | 2.40% | -388 | |
| 11 | SBSWSIBANYE STILLWATER LTD | 235,475 | $3.4M | 2.26% | +164K | |
| 12 | NVDANVIDIA CORPORATION | 17,930 | $3.3M | 2.25% | +11K | |
| 13 | BZKANZHUN LIMITED | 150,000 | $3.1M | 2.06% | — | |
| 14 | IMCRIMMUNOCORE HLDGS PLC | 80,000 | $2.8M | 1.87% | +40K | |
| 15 | CDECOEUR MNG INC | 128,690 | $2.3M | 1.55% | NEW | |
| 16 | AVGOBROADCOM INC | 6,449 | $2.2M | 1.50% | NEW | |
| 17 | SSRMSSR MINING IN | 98,930 | $2.2M | 1.46% | NEW | |
| 18 | BTOB2GOLD CORP | 469,257 | $2.1M | 1.43% | NEW | |
| 19 | EZAISHARES INC | 27,000 | $1.9M | 1.25% | NEW | |
| 20 | FUTUFUTU HLDGS LTD | 11,000 | $1.8M | 1.22% | NEW | |
| 21 | HAMHARMONY GOLD MINING CO LTD | 70,596 | $1.4M | 0.95% | +59K | |
| 22 | MSOSADVISORSHARES TR | 296,784 | $1.4M | 0.94% | +210K | |
| 23 | IMGIAMGOLD CORP | 84,717 | $1.4M | 0.94% | NEW | |
| 24 | ENVAENOVA INTL INC | 8,812 | $1.4M | 0.93% | +5K | |
| 25 | ARKXARK ETF TR | 45,383 | $1.3M | 0.89% | NEW |
Quarterly Changes
New Positions
Sector Breakdown
Financial Services0.0% ($2.2756109504736472e+48T)
Basic Materials0.0% ($2.0124174734797336e+28T)
Technology0.0% ($33442231211612303360.0T)
Industrials0.0% ($3057993.5T)
Consumer Cyclical0.0% ($739508.5T)
Energy0.0% ($835.7T)
Healthcare0.0% ($2.8T)
Communication Services0.0% ($46.1B)
Unknown0.0% ($1.4B)
Consumer Defensive0.0% ($1.4B)
Filing History
Fund Information
Eschler Asset Management LLP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $148.4M across 56 holdings. The largest position is VANECK ETF TRUST (GDXJ), representing 15.3% of the portfolio. Compared to the previous quarter, the fund opened 23 new positions and closed 34 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.