13F HOLDINGS REPORT
Eschler Asset Management LLP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000919574-25-004891
Total Value
$132.6M
Positions
63
Other Managers
1
Confidential Omitted
No
Holdings (63)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BLOOM ENERGY CORP | BE | 650,000 | $15.5M | 11.73% |
| 2 | GDS HLDGS LTD | GDHLF | 350,000 | $10.7M | 8.07% |
| 3 | ALAMOS GOLD INC NEW | AGI | 400,000 | $10.6M | 8.01% |
| 4 | VANECK ETF TRUST | 92189F791 | 150,000 | $10.1M | 7.65% |
| 5 | NEW GOLD INC CDA | 644535106 | 1,250,000 | $6.2M | 4.67% |
| 6 | AGNICO EAGLE MINES LTD | AEM | 50,000 | $5.9M | 4.49% |
| 7 | NEWMONT CORP | NEMCL | 100,000 | $5.8M | 4.39% |
| 8 | I-80 GOLD CORP | IAUX-WT | 7,500,000 | $4.5M | 3.39% |
| 9 | HESAI GROUP | HSIGF | 175,000 | $3.8M | 2.90% |
| 10 | EHANG HLDGS LTD | EH | 200,000 | $3.5M | 2.62% |
| 11 | PONY AI INC | PYAIF | 250,000 | $3.3M | 2.49% |
| 12 | FULL TRUCK ALLIANCE CO LTD | YMM | 250,000 | $3.0M | 2.23% |
| 13 | META PLATFORMS INC | META | 5,355 | $2.9M | 2.17% |
| 14 | KANZHUN LIMITED | BZ | 150,000 | $2.7M | 2.02% |
| 15 | NU HLDGS LTD | NU | 158,734 | $2.2M | 1.64% |
| 16 | GENERAL DYNAMICS CORP | GD | 6,936 | $2.0M | 1.53% |
| 17 | ALPHABET INC | GOOG | 14,540 | $1.9M | 1.42% |
| 18 | SUPER MICRO COMPUTER INC | SMCI | 38,169 | $1.9M | 1.41% |
| 19 | SIBANYE STILLWATER LTD | SBYSF | 251,590 | $1.8M | 1.37% |
| 20 | INVESCO EXCH TRADED FD TR II | IVZ | 40,761 | $1.8M | 1.36% |
| 21 | HERTZ GLOBAL HLDGS INC | HTZWW | 239,629 | $1.6M | 1.23% |
| 22 | NEW GOLD INC CDA | 644535106 | 329,297 | $1.6M | 1.23% |
| 23 | SEA LTD | SE | 9,000 | $1.4M | 1.06% |
| 24 | ERO COPPER CORP | ERO | 80,910 | $1.4M | 1.03% |
| 25 | IMMUNOCORE HLDGS PLC | IMCR | 40,000 | $1.3M | 0.95% |
| 26 | ENOVA INTL INC | 29357K103 | 10,238 | $1.1M | 0.86% |
| 27 | EQT CORP | EQT | 18,554 | $1.1M | 0.82% |
| 28 | ALAMOS GOLD INC NEW | AGI | 38,620 | $1.0M | 0.77% |
| 29 | FUTU HLDGS LTD | FUTU | 8,286 | $1.0M | 0.77% |
| 30 | SILVERCORP METALS INC | SVM | 238,329 | $1.0M | 0.76% |
| 31 | FLUTTER ENTMT PLC | G3643J108 | 4,726 | $983,273 | 0.74% |
| 32 | EXPAND ENERGY CORPORATION | EXE | 8,253 | $965,106 | 0.73% |
| 33 | PONY AI INC | PYAIF | 70,300 | $944,832 | 0.71% |
| 34 | BOSTON SCIENTIFIC CORP | BSX | 8,690 | $933,393 | 0.70% |
| 35 | ROCKET LAB CORP | RKLB | 25,988 | $929,591 | 0.70% |
| 36 | BROWN & BROWN INC | BRO | 8,275 | $917,449 | 0.69% |
| 37 | GALLAGHER ARTHUR J & CO | 363576109 | 2,713 | $868,486 | 0.66% |
| 38 | SOLARIS ENERGY INFRAS INC | SEI | 30,599 | $865,646 | 0.65% |
| 39 | APPLIED OPTOELECTRONICS INC | AAOI | 33,331 | $856,273 | 0.65% |
| 40 | SANDSTORM GOLD LTD | 80013R206 | 85,000 | $799,000 | 0.60% |
| 41 | NATURAL RESOURCE PARTNERS L | 63900P608 | 8,000 | $764,080 | 0.58% |
| 42 | TENCENT MUSIC ENTMT GROUP | XHLD | 10,298 | $721,581 | 0.54% |
| 43 | ATRENEW INC | RERE | 226,700 | $720,906 | 0.54% |
| 44 | CORCEPT THERAPEUTICS INC | CORT | 9,728 | $714,035 | 0.54% |
| 45 | NVIDIA CORPORATION | NVDA | 5,478 | $630,131 | 0.48% |
| 46 | KASPI KZ JSC | 48581R205 | 7,400 | $628,186 | 0.47% |
| 47 | HESAI GROUP | HSIGF | 30,600 | $581,400 | 0.44% |
| 48 | GRANITE CONSTR INC | GVA | 6,159 | $575,928 | 0.43% |
| 49 | SOHO HOUSE & CO INC | 586001109 | 76,700 | $563,745 | 0.43% |
| 50 | BLACKROCK INC | BLK | 696 | $531,701 | 0.40% |
| 51 | ROBLOX CORP | RBLX | 9,230 | $524,669 | 0.40% |
| 52 | SEABRIDGE GOLD INC | SA | 35,000 | $508,200 | 0.38% |
| 53 | NOAH HLDGS LTD | NOAH | 37,100 | $450,765 | 0.34% |
| 54 | PERPETUA RESOURCES CORP | PPTA | 35,000 | $424,900 | 0.32% |
| 55 | ICICI BANK LIMITED | IBN | 12,000 | $404,400 | 0.31% |
| 56 | UP FINTECH HLDG LTD | TIGR | 41,147 | $397,069 | 0.30% |
| 57 | AMAZON COM INC | AMZN | 2,040 | $325,856 | 0.25% |
| 58 | ABRDN PALLADIUM ETF TRUST | PALL | 3,000 | $301,830 | 0.23% |
| 59 | VOX ROYALTY CORP | VOXR | 85,000 | $268,600 | 0.20% |
| 60 | PAYPAL HLDGS INC | PYPL | 3,730 | $201,834 | 0.15% |
| 61 | GDS HLDGS LTD | GDHLF | 5,200 | $187,564 | 0.14% |
| 62 | BLOOM ENERGY CORP | BE | 5,000 | $186,950 | 0.14% |
| 63 | BAUSCH HEALTH COS INC | 071734107 | 37,506 | $181,867 | 0.14% |