Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Eschler Asset Management LLP 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Eschler Asset Management LLP (CIK 1910874) reported $56.2M across 33 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VXUS ($5.3M, 9.46%), VOO ($5.2M, 9.23%), GOOG ($5.1M, 9.14%), ITA ($5.0M, 8.87%), KSPI ($3.3M, 5.86%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VXUSVANGUARD STAR FDS$5.3M9.46%62,218Hold
2VOOVANGUARD INDEX FDS$5.2M9.23%7,552Hold
3GOOGALPHABET INC$5.1M9.14%14,540Trimmed
4ITAISHARES TR$5.0M8.87%20,571New
5KSPIKASPI KZ JSC$3.3M5.86%37,983Added
6METAMETA PLATFORMS INC$3.0M5.37%5,355Hold
7VGSHVANGUARD SCOTTSDALE FDS$2.8M5.04%48,682New
8TSMTAIWAN SEMICONDUCTOR MANUFAC$2.5M4.51%5,305Added
9SNDKSANDISK CORP$2.5M4.47%1,105New
10XLISELECT SECTOR SPDR TR$2.4M4.31%13,074New
11MELIMERCADOLIBRE INC$1.6M2.78%921Added
12NUNU HLDGS LTD$1.5M2.66%112,000Added
13HLTHILTON WORLDWIDE HLDGS INC$1.4M2.56%4,358New
14GDXJVANECK ETF TRUST$1.4M2.49%14,245Trimmed
15NVDANVIDIA CORPORATION$1.1M1.95%5,478Trimmed
16HOODROBINHOOD MKTS INC$1.1M1.94%10,876New
17HRBBLOCK H & R INC$1.0M1.83%27,000New
18DUOLDUOLINGO INC$897,8461.60%7,806New
19HCAHCA HEALTHCARE INC$853,6791.52%2,190Trimmed
20CPRTCOPART INC$845,7001.50%30,000New
21VALVALARIS LTD$820,3801.46%11,300Trimmed
22SAMBOSTON BEER INC$814,3381.45%4,600Hold
23NRPNATURAL RESOURCE PARTNERS LP$776,0001.38%8,000Hold
24NOWSERVICENOW INC$685,0321.22%6,900Hold
25BZKANZHUN LIMITED$682,1101.21%53,000Trimmed

Source: SEC Form 13F filings · as of 2026-06-30