Eschler Asset Management LLP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$40.4B
Holdings
41
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RIORIO TINTO PLC | 69,275 | $4.2B | 10.47% | |
| 2 | METAMETA PLATFORMS INC | 5,355 | $3.1B | 7.68% | |
| 3 | AGIALAMOS GOLD INC NEW | 95,726 | $2.6B | 6.34% | |
| 4 | GOOGLALPHABET INC | 16,298 | $2.5B | 6.29% | |
| 5 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.4B | 5.93% | |
| 6 | AZOAUTOZONE INC | 464 | $1.8B | 4.38% | |
| 7 | TLTISHARES TR | 17,433 | $1.6B | 3.93% | |
| 8 | NGDNEW GOLD INC CDA | 390,048 | $1.4B | 3.58% | |
| 9 | BLKBLACKROCK INC | 1,433 | $1.4B | 3.36% | |
| 10 | AYS1SANDSTORM GOLD LTD | 150,000 | $1.1B | 2.80% | |
| 11 | MLB1MERCADOLIBRE INC | 531 | $1.0B | 2.56% | |
| 12 | TIGRUP FINTECH HLDG LTD | 119,982 | $1.0B | 2.55% | |
| 13 | BJBJS WHSL CLUB HLDGS INC | 8,766 | $1.0B | 2.48% | |
| 14 | EQXEQUINOX GOLD CORP | 140,662 | $967.8M | 2.40% | |
| 15 | TMETENCENT MUSIC ENTMT GROUP | 14,300 | $912.9M | 2.26% | |
| 16 | XLRESELECT SECTOR SPDR TR | 21,605 | $904.2M | 2.24% | |
| 17 | MQ8MAG SILVER CORP | 55,000 | $840.4M | 2.08% | |
| 18 | NRPNATURAL RESOURCE PARTNERS L | 8,000 | $831.2M | 2.06% | |
| 19 | QXOQXO INC | 60,000 | $812.4M | 2.01% | |
| 20 | SCHWSCHWAB CHARLES CORP | 10,345 | $809.8M | 2.00% | |
| 21 | KRYSKRYSTAL BIOTECH INC | 4,403 | $793.9M | 1.97% | |
| 22 | VIXYPROSHARES TR II | 13,652 | $686.1M | 1.70% | |
| 23 | VALVALARIS LTD | 17,012 | $667.9M | 1.65% | |
| 24 | REREATRENEW INC | 226,700 | $666.5M | 1.65% | |
| 25 | NVDANVIDIA CORPORATION | 5,782 | $624.5M | 1.55% | |
| 26 | SESEA LTD | 4,400 | $574.2M | 1.42% | |
| 27 | NOAHNOAH HLDGS LTD | 59,600 | $563.2M | 1.39% | |
| 28 | KKRKKR & CO INC | 4,815 | $558.5M | 1.38% | |
| 29 | AMZNAMAZON COM INC | 2,211 | $420.1M | 1.04% | |
| 30 | SEASEABRIDGE GOLD INC | 35,000 | $408.4M | 1.01% | |
| 31 | RBLXROBLOX CORP | 6,850 | $399.4M | 0.99% | |
| 32 | PDDPDD HOLDINGS INC | 3,200 | $378.7M | 0.94% | |
| 33 | IBNICICI BANK LIMITED | 10,000 | $315.2M | 0.78% | |
| 34 | EHEHANG HLDGS LTD | 13,988 | $292.2M | 0.72% | |
| 35 | PINSPINTEREST INC | 9,230 | $286.1M | 0.71% | |
| 36 | RTORENTOKIL INITIAL PLC | 12,458 | $285.3M | 0.71% | |
| 37 | LXULSB INDS INC | 39,500 | $260.3M | 0.64% | |
| 38 | VOXRVOX ROYALTY CORP | 85,000 | $248.2M | 0.61% | |
| 39 | BHCBAUSCH HEALTH COS INC | 37,506 | $243.8M | 0.60% | |
| 40 | PYPLPAYPAL HLDGS INC | 3,730 | $242.4M | 0.60% | |
| 41 | MIGAMICROSTRATEGY INC | 749 | $215.9M | 0.53% |