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Eschler Asset Management LLP

All holdings · as of Dec 31, 2025

55 positions

CompanyClassValueShares% of portfolio
NOAH HOLDINGS LTDNOAHADR$247.0K24,6000.2%
MICRON TECHNOLOGY INC—$285.4K1,0000.2%
VOX ROYALTY CORP.—$304.3K64,2000.2%
ATRENEW INCREREADR$330.2K62,3000.2%
PERPETUA RESOURCES CORP.PPTACommon Stock$363.1K15,0000.2%
Cronos Group Inc.CRONCommon Stock$378.7K143,9980.3%
Hut 8 Corp.—$413.0K8,9900.3%
First Solar Inc—$419.0K1,6040.3%
Kratos Defense & Security Solutions Inc—$431.1K5,6790.3%
Sea Ltd—$433.7K3,4000.3%
Woodward Inc—$441.4K1,4600.3%
Vale S.A.VALEADR$456.1K35,0000.3%
Amazon.com Inc—$501.6K2,1730.3%
Pony AI Inc.PONYADR$503.1K34,7000.3%
Flutter Entertainment plc—$508.1K2,3630.3%
ROYAL GOLD INC—$516.8K2,3250.4%
Seabridge Gold Inc.—$532.6K18,0000.4%
ROBLOX Corp—$555.1K6,8500.4%
GDS Holdings LtdGDSADR$568.9K16,3000.4%
Transocean Ltd.—$594.7K144,0000.4%
Valaris Ltd—$720.7K14,3000.5%
MercadoLibre, Inc.—$733.0K3640.5%
HESAI GROUPHSAIADR$739.2K33,0000.5%
BlackRock, Inc.—$815.6K7620.6%
NATURAL RESOURCE PARTNERS LP—$835.2K8,0000.6%
HCA Healthcare, Inc.—$891.7K1,9100.6%
BOSTON BEER CO INC—$897.6K4,6000.6%
Builders FirstSource Inc—$993.9K9,6600.7%
Joint Stock Co Kaspi.kzKSPIADR$1.09M13,9750.7%
NU HLDGS LTD—$1.17M70,0000.8%
ARK ETF TR—$1.32M45,3830.9%
Enova International, Inc.—$1.39M8,8120.9%
IAMGOLD CORP—$1.40M84,7170.9%
ADVISORSHARES TR—$1.40M296,7841.0%
HARMONY GOLD MINING CO LTD—$1.40M70,5961.0%
Futu Holdings LtdFUTUADR$1.81M11,0001.2%
ISHARES INC—$1.86M27,0001.3%
B2GOLD CORP—$2.12M469,2571.4%
SSR MINING INC.SSRMCommon Stock$2.17M98,9301.5%
Broadcom Inc.—$2.23M6,4491.5%
Coeur Mining, Inc.—$2.29M128,6901.6%
IMMUNOCORE HOLDINGS PLC-ADRIMCRADR$2.78M80,0001.9%
Kanzhun Ltd—$3.06M150,0002.1%
NVIDIA Corp—$3.34M17,9302.3%
Sibanye Stillwater LimitedSBSWADR$3.36M235,4752.3%
Meta Platforms Inc—$3.56M5,3962.4%
VANGUARD BD INDEX FDS—$3.84M48,6822.6%
Alphabet Inc.—$4.61M14,6903.1%
VANGUARD STAR FDS—$4.69M62,2183.2%
VANGUARD INDEX FDS—$4.74M7,5523.2%
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