Eschler Asset Management LLP Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$134.9B
Holdings
67
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (67 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDSGDS HLDGS LTD | 481,471 | $18.6B | 13.81% | |
| 2 | NEMNEWMONT CORP | 175,000 | $14.8B | 10.94% | |
| 3 | NGDNEW GOLD INC CDA | 1,572,076 | $11.3B | 8.37% | |
| 4 | SESEA LTD | 58,000 | $10.4B | 7.69% | |
| 5 | AGIALAMOS GOLD INC NEW | 221,620 | $7.7B | 5.73% | |
| 6 | IAUI-80 GOLD CORP | 7,500,000 | $7.2B | 5.31% | |
| 7 | AUANGLOGOLD ASHANTI PLC | 100,000 | $7.0B | 5.21% | |
| 8 | GDXJVANECK ETF TRUST | 55,781 | $5.5B | 4.10% | |
| 9 | METAMETA PLATFORMS INC | 5,784 | $4.2B | 3.15% | |
| 10 | AEMAGNICO EAGLE MINES LTD | 25,000 | $4.2B | 3.12% | |
| 11 | EHEHANG HLDGS LTD | 200,000 | $3.7B | 2.75% | |
| 12 | GOOGLALPHABET INC | 14,970 | $3.6B | 2.70% | |
| 13 | BZKANZHUN LIMITED | 150,000 | $3.5B | 2.60% | |
| 14 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.3B | 1.68% | |
| 15 | IMCRIMMUNOCORE HLDGS PLC | 40,000 | $1.5B | 1.08% | |
| 16 | AZOAUTOZONE INC | 331 | $1.4B | 1.05% | |
| 17 | NUNU HLDGS LTD | 85,615 | $1.4B | 1.02% | |
| 18 | NVDANVIDIA CORPORATION | 7,299 | $1.4B | 1.01% | |
| 19 | FLUTFLUTTER ENTMT PLC | 4,726 | $1.2B | 0.89% | |
| 20 | SCHWSCHWAB CHARLES CORP | 10,724 | $1.0B | 0.76% | |
| 21 | PONYPONY AI INC | 45,200 | $1.0B | 0.75% | |
| 22 | RBLXROBLOX CORP | 6,850 | $948.9M | 0.70% | |
| 23 | BLKBLACKROCK INC | 802 | $935.0M | 0.69% | |
| 24 | MIDDMIDDLEBY CORP | 7,000 | $930.5M | 0.69% | |
| 25 | HSAIHESAI GROUP | 30,700 | $862.7M | 0.64% | |
| 26 | NRPNATURAL RESOURCE PARTNERS L | 8,000 | $840.0M | 0.62% | |
| 27 | REREATRENEW INC | 175,700 | $808.2M | 0.60% | |
| 28 | SBSWSIBANYE STILLWATER LTD | 71,567 | $804.4M | 0.60% | |
| 29 | UNPUNION PAC CORP | 2,875 | $679.6M | 0.50% | |
| 30 | BABAALIBABA GROUP HLDG LTD | 3,700 | $661.3M | 0.49% | |
| 31 | VNETVNET GROUP INC | 63,026 | $651.1M | 0.48% | |
| 32 | BF/BBROWN FORMAN CORP | 23,970 | $649.1M | 0.48% | |
| 33 | VALVALARIS LTD | 13,000 | $634.0M | 0.47% | |
| 34 | AVTRAVANTOR INC | 50,000 | $624.0M | 0.46% | |
| 35 | KSPIKASPI KZ JSC | 7,400 | $604.4M | 0.45% | |
| 36 | IIPRINNOVATIVE INDL PPTYS INC | 10,165 | $544.6M | 0.40% | |
| 37 | ACMRACM RESH INC | 13,904 | $544.1M | 0.40% | |
| 38 | SAMBOSTON BEER INC | 2,500 | $528.5M | 0.39% | |
| 39 | AYS1SANDSTORM GOLD LTD | 42,000 | $525.8M | 0.39% | |
| 40 | SQMSOCIEDAD QUIMICA Y MINERA DE | 11,808 | $507.5M | 0.38% | |
| 41 | BRK/BBERKSHIRE HATHAWAY INC DEL | 972 | $488.7M | 0.36% | |
| 42 | AMZNAMAZON COM INC | 2,160 | $474.3M | 0.35% | |
| 43 | SEASEABRIDGE GOLD INC | 18,000 | $434.7M | 0.32% | |
| 44 | NOAHNOAH HLDGS LTD | 37,100 | $430.0M | 0.32% | |
| 45 | MSOSADVISORSHARES TR | 86,328 | $413.5M | 0.31% | |
| 46 | ENVAENOVA INTL INC | 3,376 | $388.5M | 0.29% | |
| 47 | LVSLAS VEGAS SANDS CORP | 7,000 | $376.5M | 0.28% | |
| 48 | RIGTRANSOCEAN LTD | 120,000 | $374.4M | 0.28% | |
| 49 | MLB1MERCADOLIBRE INC | 157 | $366.9M | 0.27% | |
| 50 | IBNICICI BANK LIMITED | 12,000 | $362.8M | 0.27% | |
| 51 | BNTXBIONTECH SE | 3,580 | $353.1M | 0.26% | |
| 52 | EROERO COPPER CORP | 15,007 | $303.6M | 0.23% | |
| 53 | PPTAPERPETUA RESOURCES CORP | 15,000 | $303.4M | 0.22% | |
| 54 | CQQQINVESCO EXCH TRADED FD TR II | 5,038 | $297.3M | 0.22% | |
| 55 | PINSPINTEREST INC | 9,230 | $296.9M | 0.22% | |
| 56 | PALLABRDN PALLADIUM ETF TRUST | 2,577 | $294.2M | 0.22% | |
| 57 | PYPLPAYPAL HLDGS INC | 4,259 | $285.6M | 0.21% | |
| 58 | VOXRVOX ROYALTY CORP | 64,200 | $276.1M | 0.20% | |
| 59 | IEIVANHOE ELECTRIC INC | 21,382 | $268.3M | 0.20% | |
| 60 | SVMSILVERCORP METALS INC | 41,502 | $262.3M | 0.19% | |
| 61 | BEBLOOM ENERGY CORP | 3,000 | $253.7M | 0.19% | |
| 62 | HTDCORCEPT THERAPEUTICS INC | 3,030 | $251.8M | 0.19% | |
| 63 | MSFTMICROSOFT CORP | 479 | $248.1M | 0.18% | |
| 64 | BHCBAUSCH HEALTH COS INC | 37,506 | $241.9M | 0.18% | |
| 65 | FSLRFIRST SOLAR INC | 1,073 | $236.6M | 0.18% | |
| 66 | HAMHARMONY GOLD MINING CO LTD | 11,618 | $210.9M | 0.16% | |
| 67 | HTZHERTZ GLOBAL HLDGS INC | 28,731 | $195.4M | 0.14% |