13F HOLDINGS REPORT
Eschler Asset Management LLP
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0000919574-25-006725
Total Value
$134.9M
Positions
72
Other Managers
1
Confidential Omitted
No
Holdings (72)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GDS HLDGS LTD | GDHLF | 450,000 | $17.4M | 12.91% |
| 2 | NEWMONT CORP | NEMCL | 175,000 | $14.8M | 10.94% |
| 3 | NEW GOLD INC CDA | 644535106 | 1,500,000 | $10.8M | 7.98% |
| 4 | SEA LTD | SE | 50,000 | $8.9M | 6.63% |
| 5 | I-80 GOLD CORP | IAUX-WT | 7,500,000 | $7.2M | 5.31% |
| 6 | ANGLOGOLD ASHANTI PLC | AU | 100,000 | $7.0M | 5.21% |
| 7 | ALAMOS GOLD INC NEW | AGI | 200,000 | $7.0M | 5.17% |
| 8 | VANECK ETF TRUST | 92189F791 | 50,000 | $5.0M | 3.67% |
| 9 | META PLATFORMS INC | META | 5,784 | $4.2M | 3.15% |
| 10 | AGNICO EAGLE MINES LTD | AEM | 25,000 | $4.2M | 3.12% |
| 11 | EHANG HLDGS LTD | EH | 200,000 | $3.7M | 2.75% |
| 12 | ALPHABET INC | GOOG | 14,970 | $3.6M | 2.70% |
| 13 | KANZHUN LIMITED | BZ | 150,000 | $3.5M | 2.60% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3 | $2.3M | 1.68% |
| 15 | IMMUNOCORE HLDGS PLC | IMCR | 40,000 | $1.5M | 1.08% |
| 16 | SEA LTD | SE | 8,000 | $1.4M | 1.06% |
| 17 | AUTOZONE INC | AZO | 331 | $1.4M | 1.05% |
| 18 | NU HLDGS LTD | NU | 85,615 | $1.4M | 1.02% |
| 19 | NVIDIA CORPORATION | NVDA | 7,299 | $1.4M | 1.01% |
| 20 | GDS HLDGS LTD | GDHLF | 31,471 | $1.2M | 0.90% |
| 21 | FLUTTER ENTMT PLC | G3643J108 | 4,726 | $1.2M | 0.89% |
| 22 | SCHWAB CHARLES CORP | SCHW-PJ | 10,724 | $1.0M | 0.76% |
| 23 | PONY AI INC | PYAIF | 45,200 | $1.0M | 0.75% |
| 24 | ROBLOX CORP | RBLX | 6,850 | $948,862 | 0.70% |
| 25 | BLACKROCK INC | BLK | 802 | $935,028 | 0.69% |
| 26 | MIDDLEBY CORP | MIDD | 7,000 | $930,510 | 0.69% |
| 27 | HESAI GROUP | HSIGF | 30,700 | $862,670 | 0.64% |
| 28 | NATURAL RESOURCE PARTNERS L | 63900P608 | 8,000 | $840,000 | 0.62% |
| 29 | ATRENEW INC | RERE | 175,700 | $808,220 | 0.60% |
| 30 | SIBANYE STILLWATER LTD | SBYSF | 71,567 | $804,413 | 0.60% |
| 31 | ALAMOS GOLD INC NEW | AGI | 21,620 | $753,673 | 0.56% |
| 32 | UNION PAC CORP | UNP | 2,875 | $679,564 | 0.50% |
| 33 | ALIBABA GROUP HLDG LTD | BBAAY | 3,700 | $661,301 | 0.49% |
| 34 | VNET GROUP INC | VNET | 63,026 | $651,059 | 0.48% |
| 35 | BROWN FORMAN CORP | BF-B | 23,970 | $649,108 | 0.48% |
| 36 | VALARIS LTD | VAL-WT | 13,000 | $634,010 | 0.47% |
| 37 | AVANTOR INC | AVTR | 50,000 | $624,000 | 0.46% |
| 38 | KASPI KZ JSC | 48581R205 | 7,400 | $604,432 | 0.45% |
| 39 | VANECK ETF TRUST | 92189F791 | 5,781 | $572,492 | 0.42% |
| 40 | INNOVATIVE INDL PPTYS INC | INHD | 10,165 | $544,641 | 0.40% |
| 41 | ACM RESH INC | 00108J109 | 13,904 | $544,064 | 0.40% |
| 42 | BOSTON BEER INC | SAM | 2,500 | $528,550 | 0.39% |
| 43 | SANDSTORM GOLD LTD | 80013R206 | 42,000 | $525,840 | 0.39% |
| 44 | NEW GOLD INC CDA | 644535106 | 72,076 | $517,506 | 0.38% |
| 45 | SOCIEDAD QUIMICA Y MINERA DE | 833635105 | 11,808 | $507,508 | 0.38% |
| 46 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 972 | $488,663 | 0.36% |
| 47 | AMAZON COM INC | AMZN | 2,160 | $474,271 | 0.35% |
| 48 | SEABRIDGE GOLD INC | SA | 18,000 | $434,700 | 0.32% |
| 49 | NOAH HLDGS LTD | NOAH | 37,100 | $429,989 | 0.32% |
| 50 | ADVISORSHARES TR | 00768Y453 | 86,328 | $413,511 | 0.31% |
| 51 | ENOVA INTL INC | 29357K103 | 3,376 | $388,544 | 0.29% |
| 52 | LAS VEGAS SANDS CORP | LVS | 7,000 | $376,530 | 0.28% |
| 53 | TRANSOCEAN LTD | RIG | 120,000 | $374,400 | 0.28% |
| 54 | MERCADOLIBRE INC | MELI | 157 | $366,900 | 0.27% |
| 55 | ICICI BANK LIMITED | IBN | 12,000 | $362,760 | 0.27% |
| 56 | BIONTECH SE | BNTX | 3,580 | $353,060 | 0.26% |
| 57 | ERO COPPER CORP | ERO | 15,007 | $303,592 | 0.23% |
| 58 | PERPETUA RESOURCES CORP | PPTA | 15,000 | $303,450 | 0.22% |
| 59 | INVESCO EXCH TRADED FD TR II | IVZ | 5,038 | $297,292 | 0.22% |
| 60 | PINTEREST INC | PINS | 9,230 | $296,929 | 0.22% |
| 61 | ABRDN PALLADIUM ETF TRUST | PALL | 2,577 | $294,216 | 0.22% |
| 62 | PAYPAL HLDGS INC | PYPL | 4,259 | $285,609 | 0.21% |
| 63 | VOX ROYALTY CORP | VOXR | 64,200 | $276,060 | 0.20% |
| 64 | IVANHOE ELECTRIC INC | IE | 21,382 | $268,344 | 0.20% |
| 65 | SILVERCORP METALS INC | SVM | 41,502 | $262,293 | 0.19% |
| 66 | BLOOM ENERGY CORP | BE | 3,000 | $253,710 | 0.19% |
| 67 | CORCEPT THERAPEUTICS INC | CORT | 3,030 | $251,823 | 0.19% |
| 68 | MICROSOFT CORP | MSFT | 479 | $248,098 | 0.18% |
| 69 | BAUSCH HEALTH COS INC | 071734107 | 37,506 | $241,914 | 0.18% |
| 70 | FIRST SOLAR INC | FSLR | 1,073 | $236,629 | 0.18% |
| 71 | HARMONY GOLD MINING CO LTD | HGMCF | 11,618 | $210,867 | 0.16% |
| 72 | HERTZ GLOBAL HLDGS INC | HTZWW | 28,731 | $195,371 | 0.14% |