Eschler Asset Management LLP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$132.6B
Holdings
57
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (57 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BEBLOOM ENERGY CORP | 655,000 | $15.7B | 11.87% | |
| 2 | AGIALAMOS GOLD INC NEW | 438,620 | $11.6B | 8.79% | |
| 3 | GDSGDS HLDGS LTD | 355,200 | $10.9B | 8.21% | |
| 4 | GDXJVANECK ETF TRUST | 150,000 | $10.1B | 7.65% | |
| 5 | NGDNEW GOLD INC CDA | 1,579,297 | $7.8B | 5.90% | |
| 6 | AEMAGNICO EAGLE MINES LTD | 50,000 | $5.9B | 4.49% | |
| 7 | NEMNEWMONT CORP | 100,000 | $5.8B | 4.39% | |
| 8 | IAUI-80 GOLD CORP | 7,500,000 | $4.5B | 3.39% | |
| 9 | HSAIHESAI GROUP | 205,600 | $4.4B | 3.34% | |
| 10 | PONYPONY AI INC | 320,300 | $4.2B | 3.20% | |
| 11 | EHEHANG HLDGS LTD | 200,000 | $3.5B | 2.62% | |
| 12 | YMMFULL TRUCK ALLIANCE CO LTD | 250,000 | $3.0B | 2.23% | |
| 13 | METAMETA PLATFORMS INC | 5,355 | $2.9B | 2.17% | |
| 14 | BZKANZHUN LIMITED | 150,000 | $2.7B | 2.02% | |
| 15 | NUNU HLDGS LTD | 158,734 | $2.2B | 1.64% | |
| 16 | GDGENERAL DYNAMICS CORP | 6,936 | $2.0B | 1.53% | |
| 17 | GOOGALPHABET INC | 14,540 | $1.9B | 1.42% | |
| 18 | SMCISUPER MICRO COMPUTER INC | 38,169 | $1.9B | 1.41% | |
| 19 | SBSWSIBANYE STILLWATER LTD | 251,590 | $1.8B | 1.37% | |
| 20 | CQQQINVESCO EXCH TRADED FD TR II | 40,761 | $1.8B | 1.36% | |
| 21 | HTZHERTZ GLOBAL HLDGS INC | 239,629 | $1.6B | 1.23% | |
| 22 | SESEA LTD | 9,000 | $1.4B | 1.06% | |
| 23 | EROERO COPPER CORP | 80,910 | $1.4B | 1.03% | |
| 24 | IMCRIMMUNOCORE HLDGS PLC | 40,000 | $1.3B | 0.95% | |
| 25 | ENVAENOVA INTL INC | 10,238 | $1.1B | 0.86% | |
| 26 | EQTEQT CORP | 18,554 | $1.1B | 0.82% | |
| 27 | FUTUFUTU HLDGS LTD | 8,286 | $1.0B | 0.77% | |
| 28 | SVMSILVERCORP METALS INC | 238,329 | $1.0B | 0.76% | |
| 29 | FLUTFLUTTER ENTMT PLC | 4,726 | $983.3M | 0.74% | |
| 30 | EXEEXPAND ENERGY CORPORATION | 8,253 | $965.1M | 0.73% | |
| 31 | BSXBOSTON SCIENTIFIC CORP | 8,690 | $933.4M | 0.70% | |
| 32 | 6RJ0ROCKET LAB CORP | 25,988 | $929.6M | 0.70% | |
| 33 | BROBROWN & BROWN INC | 8,275 | $917.4M | 0.69% | |
| 34 | AJGGALLAGHER ARTHUR J & CO | 2,713 | $868.5M | 0.66% | |
| 35 | SEISOLARIS ENERGY INFRAS INC | 30,599 | $865.6M | 0.65% | |
| 36 | AAOIAPPLIED OPTOELECTRONICS INC | 33,331 | $856.3M | 0.65% | |
| 37 | AYS1SANDSTORM GOLD LTD | 85,000 | $799.0M | 0.60% | |
| 38 | NRPNATURAL RESOURCE PARTNERS L | 8,000 | $764.1M | 0.58% | |
| 39 | TMETENCENT MUSIC ENTMT GROUP | 10,298 | $721.6M | 0.54% | |
| 40 | REREATRENEW INC | 226,700 | $720.9M | 0.54% | |
| 41 | HTDCORCEPT THERAPEUTICS INC | 9,728 | $714.0M | 0.54% | |
| 42 | NVDANVIDIA CORPORATION | 5,478 | $630.1M | 0.48% | |
| 43 | KSPIKASPI KZ JSC | 7,400 | $628.2M | 0.47% | |
| 44 | GVAGRANITE CONSTR INC | 6,159 | $575.9M | 0.43% | |
| 45 | 75ZSOHO HOUSE & CO INC | 76,700 | $563.7M | 0.43% | |
| 46 | BLKBLACKROCK INC | 696 | $531.7M | 0.40% | |
| 47 | RBLXROBLOX CORP | 9,230 | $524.7M | 0.40% | |
| 48 | SEASEABRIDGE GOLD INC | 35,000 | $508.2M | 0.38% | |
| 49 | NOAHNOAH HLDGS LTD | 37,100 | $450.8M | 0.34% | |
| 50 | PPTAPERPETUA RESOURCES CORP | 35,000 | $424.9M | 0.32% | |
| 51 | IBNICICI BANK LIMITED | 12,000 | $404.4M | 0.31% | |
| 52 | TIGRUP FINTECH HLDG LTD | 41,147 | $397.1M | 0.30% | |
| 53 | AMZNAMAZON COM INC | 2,040 | $325.9M | 0.25% | |
| 54 | PALLABRDN PALLADIUM ETF TRUST | 3,000 | $301.8M | 0.23% | |
| 55 | VOXRVOX ROYALTY CORP | 85,000 | $268.6M | 0.20% | |
| 56 | PYPLPAYPAL HLDGS INC | 3,730 | $201.8M | 0.15% | |
| 57 | BHCBAUSCH HEALTH COS INC | 37,506 | $181.9M | 0.14% |