§ 13F · FUND PROFILE
Eschler Asset Management LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $135M (13F)Positions · 72Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GDXJ | VANECK ETF TRUST | 200K | $24M | 23.9% | +5% |
| 2 | IAUX | I-80 GOLD CORP | 9.00M | $14M | 13.6% | +20% |
| 3 | NEM | NEWMONT CORP | 100K | $11M | 10.8% | −43% |
| 4 | VXUS | VANGUARD STAR FDS | 62K | $5M | 4.8% | ±0% |
| 5 | BE | BLOOM ENERGY CORP | 35K | $5M | 4.7% | NEW |
| 6 | VOO | VANGUARD INDEX FDS | 8K | $5M | 4.5% | ±0% |
| 7 | GOOG | ALPHABET INC | 15K | $4M | 4.3% | +102% |
| 8 | GOOG | ALPHABET INC | 15K | $4M | 4.2% | — |
| 9 | BZ | KANZHUN LIMITED | 250K | $3M | 3.3% | +67% |
| 10 | META | META PLATFORMS INC | 5K | $3M | 3.1% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ESCHLER SIGNAL
AC read
Eschler Asset Management LLP is a Other fund managing $135 million in assets. The fund runs a portfolio of 72 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed