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The Analysis of Eschler Asset Management LLP's Holdings & P&L

Currently, Eschler Asset Management LLP holds 33 types of securities in its portfolio with a total value $100.3M. In the most recent quarter, they have increased their positions in BE (+35.0K shares, valued at $4.7M), N/A (+15.0K shares, valued at $4.3M), IAUX (+1.5M shares, valued at $2.3M); decreased their positions in NEM (-75.0K shares, valued at $8.1M), NVDA (-12.1K shares, valued at $2.1M), RIG (-50.0K shares, valued at $331.5K); initiated new positions in BE (+35.0K shares, valued at $4.7M), N/A (+14.8K shares, valued at $942.8K), IPI (+18.5K shares, valued at $789.6K).

1M P&L

-7.7M-5.55%

3M P&L

-23.6M-15.23%

HY P&L

+13.9M+11.79%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Gold56.7M

42.9%

2N/A35.9M

27.2%

3Other Precious Metals & Mining8.8M

6.7%

Top Industries by Stock Count

1Gold9 stocks

18.4%

2N/A6 stocks

12.2%

3Internet Retail4 stocks

8.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GDXJ VANECK ETF TRUST210.4K shares5.22%2026-03-312026-05-15

IAUX I-80 GOLD CORP9.0M shares20.00%2026-03-312026-05-15

NEM NEWMONT CORP100.0K shares-42.86%2026-03-312026-05-15

ALPHABET INC ALPHABET INC29.7K shares102.16%2026-03-312026-05-15

VXUS VANGUARD STAR FDS62.2K shares0.00%2026-03-312026-05-15

BE BLOOM ENERGY CORP35.0K sharesnew addition2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS7.6K shares0.00%2026-03-312026-05-15

BZ KANZHUN LIMITED250.0K shares66.67%2026-03-312026-05-15

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META META PLATFORMS INC5.4K shares-0.76%2026-03-312026-05-15

IMCR IMMUNOCORE HLDGS PLC80.0K shares0.00%2026-03-312026-05-15

KSPI KASPI KZ JSC31.5K shares125.21%2026-03-312026-05-15

FUTU FUTU HLDGS LTD11.0K shares0.00%2026-03-312026-05-15

VAL VALARIS LTD14.3K shares0.00%2026-03-312026-05-15

MELI MERCADOLIBRE INC750 shares106.04%2026-03-312026-05-15

HCA HCA HEALTHCARE INC2.3K shares21.20%2026-03-312026-05-15

SAM BOSTON BEER INC4.6K shares0.00%2026-03-312026-05-15

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NVDA NVIDIA CORPORATION5.8K shares-67.75%2026-03-312026-05-15

NU NU HLDGS LTD70.0K shares0.00%2026-03-312026-05-15

NRP NATURAL RESOURCE PARTNERS LP8.0K shares0.00%2026-03-312026-05-15

EQT CORP EQT CORP14.8K sharesnew addition2026-03-312026-05-15

BLDR BUILDERS FIRSTSOURCE INC9.7K shares0.00%2026-03-312026-05-15

IPI INTREPID POTASH INC18.5K sharesnew addition2026-03-312026-05-15

NOW SERVICENOW INC6.9K sharesnew addition2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC736 shares-3.41%2026-03-312026-05-15

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RERE ATRENEW INC142.3K shares128.41%2026-03-312026-05-15

RIG TRANSOCEAN LTD94.0K shares-34.72%2026-03-312026-05-15

AMZN AMAZON COM INC2.0K shares-6.12%2026-03-312026-05-15

RBLX ROBLOX CORP6.8K shares0.00%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC1.0K sharesnew addition2026-03-312026-05-15

HSAI HESAI GROUP17.3K shares-47.58%2026-03-312026-05-15

KWEB KRANESHARES TRUST11.0K sharesnew addition2026-03-312026-05-15

NOAH NOAH HLDGS LTD24.6K shares0.00%2026-03-312026-05-15

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BHC BAUSCH HEALTH COS INC37.5K sharesnew addition2026-03-312026-05-15

GDXJ

VANECK ETF TRUST

5.22%

Shares210.4K

Event2026-03-31

Filed2026-05-15

IAUX

I-80 GOLD CORP

20.00%

Shares9.0M

Event2026-03-31

Filed2026-05-15

NEM

NEWMONT CORP

-42.86%

Shares100.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

102.16%

Shares29.7K

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD STAR FDS

0.00%

Shares62.2K

Event2026-03-31

Filed2026-05-15

BLOOM ENERGY CORP

New

Shares35.0K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-15

KANZHUN LIMITED

66.67%

Shares250.0K

Event2026-03-31

Filed2026-05-15