Eschler Asset Management LLP
33 holdingsFiling period: 2026-03-31Current AUM: $97.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GDXJ | VANECK ETF TRUST | 210.4K | $25.3M | $20.1M | 20.56% | +10.4K | 2026-03-31 |
| 2 | IAUX | I-80 GOLD CORP | 9.00M | $13.7M | $11.6M | 11.89% | +1.50M | 2026-03-31 |
| 3 | NEM | NEWMONT CORP | 100.0K | $10.8M | $9.4M | 9.60% | -75,000 | 2026-03-31 |
| 4 | GOOG | ALPHABET INC | 29.7K | $8.5M | $10.6M | 10.84% | +15.0K | 2026-03-31 |
| 5 | VXUS | VANGUARD STAR FDS | 62.2K | $4.8M | $5.3M | 5.39% | -- | 2026-03-31 |
| 6 | BE | BLOOM ENERGY CORP | 35.0K | $4.7M | $7.2M | 7.38% | -- | 2026-03-31 |
| 7 | VOO | VANGUARD INDEX FDS | 7.6K | $4.5M | $5.2M | 5.31% | -- | 2026-03-31 |
| 8 | BZ | KANZHUN LIMITED | 250.0K | $3.3M | $4.1M | 4.17% | +100.0K | 2026-03-31 |
| 9 | META | META PLATFORMS INC | 5.4K | $3.1M | $3.0M | 3.05% | -41 | 2026-03-31 |
| 10 | IMCR | IMMUNOCORE HLDGS PLC | 80.0K | $2.4M | $2.7M | 2.77% | -- | 2026-03-31 |
| 11 | KSPI | KASPI KZ JSC | 31.5K | $2.3M | $2.8M | 2.86% | +17.5K | 2026-03-31 |
| 12 | FUTU | FUTU HLDGS LTD | 11.0K | $1.5M | $1.2M | 1.18% | -- | 2026-03-31 |
| 13 | — | VALARIS LTD | 14.3K | $1.4M | $1.4M | 1.43% | -- | 2026-03-31 |
| 14 | MELI | MERCADOLIBRE INC | 750 | $1.3M | $1.4M | 1.44% | +386 | 2026-03-31 |
| 15 | HCA | HCA HEALTHCARE INC | 2.3K | $1.1M | $932K | 0.95% | +405 | 2026-03-31 |
| 16 | SAM | BOSTON BEER INC | 4.6K | $1.1M | $842K | 0.86% | -- | 2026-03-31 |
| 17 | NVDA | NVIDIA CORPORATION | 5.8K | $1.0M | $1.2M | 1.19% | -12,148 | 2026-03-31 |
| 18 | — | NU HLDGS LTD | 70.0K | $1.0M | $1.0M | 1.03% | -- | 2026-03-31 |
| 19 | NRP | NATURAL RESOURCE PARTNERS LP | 8.0K | $968K | $784K | 0.80% | -- | 2026-03-31 |
| 20 | EQT | EQT CORP | 14.8K | $942K | $789K | 0.81% | -- | 2026-03-31 |
| 21 | BLDR | BUILDERS FIRSTSOURCE INC | 9.7K | $795K | $642K | 0.66% | -- | 2026-03-31 |
| 22 | IPI | INTREPID POTASH INC | 18.5K | $789K | $626K | 0.64% | -- | 2026-03-31 |
| 23 | NOW | SERVICENOW INC | 6.9K | $721K | $767K | 0.79% | -- | 2026-03-31 |
| 24 | BLK | BLACKROCK INC | 736 | $707K | $802K | 0.82% | -26 | 2026-03-31 |
| 25 | RERE | ATRENEW INC | 142.3K | $667K | $603K | 0.62% | +80.0K | 2026-03-31 |
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