13F HOLDINGS REPORT
Eschler Asset Management LLP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000919574-25-003234
Total Value
$40.4M
Positions
41
Other Managers
1
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | RIO TINTO PLC | RTNTF | 69,275 | $4.2M | 10.47% |
| 2 | META PLATFORMS INC | META | 5,355 | $3.1M | 7.68% |
| 3 | ALAMOS GOLD INC NEW | AGI | 95,726 | $2.6M | 6.34% |
| 4 | ALPHABET INC | GOOG | 16,298 | $2.5M | 6.29% |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3 | $2.4M | 5.93% |
| 6 | AUTOZONE INC | AZO | 464 | $1.8M | 4.38% |
| 7 | ISHARES TR | 464287432 | 17,433 | $1.6M | 3.93% |
| 8 | NEW GOLD INC CDA | 644535106 | 390,048 | $1.4M | 3.58% |
| 9 | BLACKROCK INC | BLK | 1,433 | $1.4M | 3.36% |
| 10 | SANDSTORM GOLD LTD | 80013R206 | 150,000 | $1.1M | 2.80% |
| 11 | MERCADOLIBRE INC | MELI | 531 | $1.0M | 2.56% |
| 12 | UP FINTECH HLDG LTD | TIGR | 119,982 | $1.0M | 2.55% |
| 13 | BJS WHSL CLUB HLDGS INC | 05550J101 | 8,766 | $1.0M | 2.48% |
| 14 | EQUINOX GOLD CORP | EQX | 140,662 | $967,755 | 2.40% |
| 15 | TENCENT MUSIC ENTMT GROUP | XHLD | 14,300 | $912,912 | 2.26% |
| 16 | SELECT SECTOR SPDR TR | 81369Y860 | 21,605 | $904,169 | 2.24% |
| 17 | MAG SILVER CORP | 55903Q104 | 55,000 | $840,400 | 2.08% |
| 18 | NATURAL RESOURCE PARTNERS L | 63900P608 | 8,000 | $831,200 | 2.06% |
| 19 | QXO INC | QXO-PB | 60,000 | $812,400 | 2.01% |
| 20 | SCHWAB CHARLES CORP | SCHW-PJ | 10,345 | $809,807 | 2.00% |
| 21 | KRYSTAL BIOTECH INC | KRYS | 4,403 | $793,861 | 1.97% |
| 22 | PROSHARES TR II | 74347Y730 | 13,652 | $686,150 | 1.70% |
| 23 | VALARIS LTD | VAL-WT | 17,012 | $667,891 | 1.65% |
| 24 | ATRENEW INC | RERE | 226,700 | $666,498 | 1.65% |
| 25 | NVIDIA CORPORATION | NVDA | 5,782 | $624,456 | 1.55% |
| 26 | SEA LTD | SE | 4,400 | $574,156 | 1.42% |
| 27 | NOAH HLDGS LTD | NOAH | 59,600 | $563,220 | 1.39% |
| 28 | KKR & CO INC | KKRT | 4,815 | $558,540 | 1.38% |
| 29 | AMAZON COM INC | AMZN | 2,211 | $420,065 | 1.04% |
| 30 | SEABRIDGE GOLD INC | SA | 35,000 | $408,450 | 1.01% |
| 31 | ROBLOX CORP | RBLX | 6,850 | $399,355 | 0.99% |
| 32 | PDD HOLDINGS INC | PDD | 3,200 | $378,720 | 0.94% |
| 33 | ICICI BANK LIMITED | IBN | 10,000 | $315,200 | 0.78% |
| 34 | EHANG HLDGS LTD | EH | 13,988 | $292,209 | 0.72% |
| 35 | PINTEREST INC | PINS | 9,230 | $286,130 | 0.71% |
| 36 | RENTOKIL INITIAL PLC | RKLIF | 12,458 | $285,288 | 0.71% |
| 37 | LSB INDS INC | 502160104 | 39,500 | $260,305 | 0.64% |
| 38 | VOX ROYALTY CORP | VOXR | 85,000 | $248,200 | 0.61% |
| 39 | BAUSCH HEALTH COS INC | 071734107 | 37,506 | $243,789 | 0.60% |
| 40 | PAYPAL HLDGS INC | PYPL | 3,730 | $242,450 | 0.60% |
| 41 | MICROSTRATEGY INC | STRK | 749 | $215,914 | 0.53% |