Eschler Asset Management LLP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$42.5B
Holdings
49
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (49 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RIORIO TINTO PLC | 95,475 | $5.6B | 13.20% | |
| 2 | METAMETA PLATFORMS INC | 6,246 | $3.7B | 8.60% | |
| 3 | GOOGLALPHABET INC | 19,159 | $3.6B | 8.57% | |
| 4 | MIGAMICROSTRATEGY INC | 9,750 | $2.8B | 6.64% | |
| 5 | BLKBLACKROCK INC | 2,204 | $2.3B | 5.31% | |
| 6 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.0B | 4.80% | |
| 7 | SESEA LTD | 16,000 | $1.7B | 3.99% | |
| 8 | AZOAUTOZONE INC | 464 | $1.5B | 3.49% | |
| 9 | ELVELEVANCE HEALTH INC | 2,953 | $1.1B | 2.56% | |
| 10 | IBKRINTERACTIVE BROKERS GROUP IN | 6,111 | $1.1B | 2.54% | |
| 11 | AGIALAMOS GOLD INC NEW | 58,500 | $1.1B | 2.54% | |
| 12 | AYS1SANDSTORM GOLD LTD | 150,000 | $837.0M | 1.97% | |
| 13 | ARCOARCOS DORADOS HOLDINGS INC | 112,516 | $819.1M | 1.93% | |
| 14 | FBTCFIDELITY WISE ORIGIN BITCOIN | 10,000 | $815.8M | 1.92% | |
| 15 | LEALEAR CORP | 8,500 | $805.0M | 1.89% | |
| 16 | SCHWSCHWAB CHARLES CORP | 10,724 | $793.7M | 1.87% | |
| 17 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,997 | $789.4M | 1.86% | |
| 18 | MQ8MAG SILVER CORP | 55,000 | $748.0M | 1.76% | |
| 19 | KKRKKR & CO INC | 4,815 | $712.2M | 1.67% | |
| 20 | PYPLPAYPAL HLDGS INC | 6,562 | $560.1M | 1.32% | |
| 21 | IBNICICI BANK LIMITED | 18,000 | $537.5M | 1.26% | |
| 22 | VINPVINCI PARTNERS INVTS LTD | 50,000 | $503.5M | 1.18% | |
| 23 | CIMCHIMERA INVT CORP | 35,000 | $490.0M | 1.15% | |
| 24 | PDDPDD HOLDINGS INC | 5,000 | $484.9M | 1.14% | |
| 25 | IWNISHARES TR | 2,750 | $451.5M | 1.06% | |
| 26 | AMZNAMAZON COM INC | 2,040 | $447.6M | 1.05% | |
| 27 | JDJD.COM INC | 12,900 | $447.2M | 1.05% | |
| 28 | NOAHNOAH HLDGS LTD | 34,900 | $408.7M | 0.96% | |
| 29 | RBLXROBLOX CORP | 6,850 | $396.3M | 0.93% | |
| 30 | EWZISHARES INC | 17,500 | $393.9M | 0.93% | |
| 31 | VIPSVIPSHOP HLDGS LTD | 27,409 | $369.2M | 0.87% | |
| 32 | GDXJVANECK ETF TRUST | 8,318 | $355.6M | 0.84% | |
| 33 | VALVALARIS LTD | 7,750 | $342.9M | 0.81% | |
| 34 | RTORENTOKIL INITIAL PLC | 12,958 | $328.1M | 0.77% | |
| 35 | BHCBAUSCH HEALTH COS INC | 37,506 | $302.3M | 0.71% | |
| 36 | ASHRDBX ETF TR | 11,000 | $291.2M | 0.68% | |
| 37 | SEASEABRIDGE GOLD INC | 25,000 | $285.3M | 0.67% | |
| 38 | EWWISHARES INC | 6,000 | $280.9M | 0.66% | |
| 39 | PINSPINTEREST INC | 9,230 | $267.7M | 0.63% | |
| 40 | REREATRENEW INC | 86,000 | $247.7M | 0.58% | |
| 41 | LXULSB INDS INC | 30,000 | $227.7M | 0.54% | |
| 42 | UNHUNITEDHEALTH GROUP INC | 425 | $215.0M | 0.51% | |
| 43 | TRUPTRUPANION INC | 4,437 | $213.9M | 0.50% | |
| 44 | TOKECAMBRIA ETF TR | 40,000 | $205.3M | 0.48% | |
| 45 | VOXRVOX ROYALTY CORP | 85,000 | $198.9M | 0.47% | |
| 46 | MLCOMELCO RESORTS AND ENTMNT LTD | 30,000 | $173.7M | 0.41% | |
| 47 | MSOSADVISORSHARES TR | 45,000 | $171.4M | 0.40% | |
| 48 | GROYGOLD ROYALTY CORP | 62,731 | $75.9M | 0.18% | |
| 49 | MKTWMARKETWISE INC | 110,851 | $62.9M | 0.15% |