Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (CIK 1910874) reported $100.3M across 33 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GDXJ ($25.3M, 25.18%), IAUX ($13.7M, 13.64%), NEM ($10.8M, 10.79%), GOOG ($8.5M, 8.49%), VXUS ($4.8M, 4.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GDXJ | VANECK ETF TRUST | $25.3M | 25.18% | 210,448 | Added |
| 2 | IAUX | I-80 GOLD CORP | $13.7M | 13.64% | 9.0M | Added |
| 3 | NEM | NEWMONT CORP | $10.8M | 10.79% | 100,000 | Trimmed |
| 4 | GOOG | ALPHABET INC | $8.5M | 8.49% | 29,698 | Added |
| 5 | VXUS | VANGUARD STAR FDS | $4.8M | 4.78% | 62,218 | Hold |
| 6 | BE | BLOOM ENERGY CORP | $4.7M | 4.73% | 35,000 | New |
| 7 | VOO | VANGUARD INDEX FDS | $4.5M | 4.50% | 7,552 | Hold |
| 8 | BZ | KANZHUN LIMITED | $3.3M | 3.34% | 250,000 | Added |
| 9 | META | META PLATFORMS INC | $3.1M | 3.05% | 5,355 | Trimmed |
| 10 | IMCR | IMMUNOCORE HLDGS PLC | $2.4M | 2.40% | 80,000 | Hold |
| 11 | KSPI | KASPI KZ JSC | $2.3M | 2.32% | 31,473 | Added |
| 12 | FUTU | FUTU HLDGS LTD | $1.5M | 1.50% | 11,000 | Hold |
| 13 | VAL | VALARIS LTD | $1.4M | 1.40% | 14,300 | Hold |
| 14 | MELI | MERCADOLIBRE INC | $1.3M | 1.29% | 750 | Added |
| 15 | HCA | HCA HEALTHCARE INC | $1.1M | 1.09% | 2,315 | Added |
| 16 | SAM | BOSTON BEER INC | $1.1M | 1.06% | 4,600 | Hold |
| 17 | NVDA | NVIDIA CORPORATION | $1.0M | 1.01% | 5,782 | Trimmed |
| 18 | NU | NU HLDGS LTD | $1.0M | 1.00% | 70,000 | Hold |
| 19 | NRP | NATURAL RESOURCE PARTNERS LP | $968,000 | 0.96% | 8,000 | Hold |
| 20 | EQT | EQT CORP | $942,763 | 0.94% | 14,814 | New |
| 21 | BLDR | BUILDERS FIRSTSOURCE INC | $795,308 | 0.79% | 9,660 | Hold |
| 22 | IPI | INTREPID POTASH INC | $789,620 | 0.79% | 18,462 | New |
| 23 | NOW | SERVICENOW INC | $721,395 | 0.72% | 6,900 | New |
| 24 | BLK | BLACKROCK INC | $707,819 | 0.71% | 736 | Trimmed |
| 25 | RERE | ATRENEW INC | $667,387 | 0.67% | 142,300 | Added |
Source: SEC Form 13F filings · as of 2026-03-31