Eschler Asset Management
Latest statistics and disclosures from Eschler Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GDS, NEM, NGD, SE, AGI, and represent 46.53% of Eschler Asset Management's stock portfolio.
- Added to shares of these 10 stocks: SE (+$8.8M), AU (+$7.0M), NEM (+$6.3M), GDS, GOOGL, BRK.A, AZO, SCHW, MIDD, UNP.
- Started 27 new stock positions in BRK.A, VAL, UNP, IIPR, BABA, AZO, SCHW, FSLR, AVTR, LVS.
- Reduced shares in these 10 stocks: BE (-$55M), GDXJ (-$9.3M), AGI (-$7.6M), PONY (-$6.2M), HSAI, AEM, YMM, CQQQ, SBSW, GD.
- Sold out of its positions in GOOG, AAOI, BSX, BRO, EXE, EQT, YMM, FUTU, AJG, GD. GVA, SHCO, RKLB, SEI, SMCI, TME, TIGR.
- Eschler Asset Management was a net seller of stock by $-73M.
- Eschler Asset Management has $135M in assets under management (AUM), dropping by 2.17%.
- Central Index Key (CIK): 0001910874
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Portfolio Holdings for Eschler Asset Management
Eschler Asset Management holds 67 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| GDS HLDGS Sponsored Ads (GDS) | 13.8 | $19M | +35% | 482k | 38.70 |
|
| Newmont Mining Corporation (NEM) | 10.9 | $15M | +75% | 175k | 84.31 |
|
| New Gold Inc Cda (NGD) | 8.4 | $11M | 1.6M | 7.18 |
|
|
| Sea Sponsord Ads (SE) | 7.7 | $10M | +544% | 58k | 178.73 |
|
| Alamos Gold Com Cl A (AGI) | 5.7 | $7.7M | -49% | 222k | 34.86 |
|
| I-80 Gold Corp (IAUX) | 5.3 | $7.2M | 7.5M | 0.96 |
|
|
| Anglogold Ashanti Com Shs (AU) | 5.2 | $7.0M | NEW | 100k | 70.33 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 4.1 | $5.5M | -62% | 56k | 99.03 |
|
| Meta Platforms Cl A (META) | 3.1 | $4.2M | +8% | 5.8k | 734.38 |
|
| Agnico (AEM) | 3.1 | $4.2M | -50% | 25k | 168.56 |
|
| Ehang Hldgs Ads (EH) | 2.8 | $3.7M | 200k | 18.57 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $3.6M | NEW | 15k | 243.10 |
|
| Kanzhun Sponsored Ads (BZ) | 2.6 | $3.5M | 150k | 23.36 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.7 | $2.3M | NEW | 3.00 | 754200.00 |
|
| Immunocore Hldgs Ads (IMCR) | 1.1 | $1.5M | 40k | 36.33 |
|
|
| AutoZone (AZO) | 1.1 | $1.4M | NEW | 331.00 | 4290.24 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 1.0 | $1.4M | -46% | 86k | 16.01 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $1.4M | +33% | 7.3k | 186.58 |
|
| Flutter Entmt SHS (FLUT) | 0.9 | $1.2M | 4.7k | 254.00 |
|
|
| Charles Schwab Corporation (SCHW) | 0.8 | $1.0M | NEW | 11k | 95.47 |
|
| Pony Ai Sponsored Ads (PONY) | 0.8 | $1.0M | -85% | 45k | 22.49 |
|
| Roblox Corp Cl A (RBLX) | 0.7 | $949k | -25% | 6.9k | 138.52 |
|
| Blackrock (BLK) | 0.7 | $935k | +15% | 802.00 | 1165.87 |
|
| Middleby Corporation (MIDD) | 0.7 | $931k | NEW | 7.0k | 132.93 |
|
| Hesai Group Sponsored Ads (HSAI) | 0.6 | $863k | -85% | 31k | 28.10 |
|
| Natural Resource Partners L Com Unit Ltd Par (NRP) | 0.6 | $840k | 8.0k | 105.00 |
|
|
| Atre Sponsored Ads (RERE) | 0.6 | $808k | -22% | 176k | 4.60 |
|
| Sibanye Stillwater Sponsored Adr (SBSW) | 0.6 | $804k | -71% | 72k | 11.24 |
|
| Union Pacific Corporation (UNP) | 0.5 | $680k | NEW | 2.9k | 236.37 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $661k | NEW | 3.7k | 178.73 |
|
| Vnet Group Sponsored Ads A (VNET) | 0.5 | $651k | NEW | 63k | 10.33 |
|
| Brown Forman Corp CL B (BF.B) | 0.5 | $649k | NEW | 24k | 27.08 |
|
| Valaris Cl A (VAL) | 0.5 | $634k | NEW | 13k | 48.77 |
|
| Avantor (AVTR) | 0.5 | $624k | NEW | 50k | 12.48 |
|
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 0.4 | $604k | 7.4k | 81.68 |
|
|
| Innovative Industria A (IIPR) | 0.4 | $545k | NEW | 10k | 53.58 |
|
| Acm Resh Com Cl A (ACMR) | 0.4 | $544k | NEW | 14k | 39.13 |
|
| Boston Beer Cl A (SAM) | 0.4 | $529k | NEW | 2.5k | 211.42 |
|
| Sandstorm Gold Com New (SAND) | 0.4 | $526k | -50% | 42k | 12.52 |
|
| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.4 | $508k | NEW | 12k | 42.98 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $489k | NEW | 972.00 | 502.74 |
|
| Amazon (AMZN) | 0.4 | $474k | +5% | 2.2k | 219.57 |
|
| Seabridge Gold (SA) | 0.3 | $435k | -48% | 18k | 24.15 |
|
| Noah Hldgs Spon Ads (NOAH) | 0.3 | $430k | 37k | 11.59 |
|
|
| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.3 | $414k | NEW | 86k | 4.79 |
|
| Enova Intl (ENVA) | 0.3 | $389k | -67% | 3.4k | 115.09 |
|
| Las Vegas Sands (LVS) | 0.3 | $377k | NEW | 7.0k | 53.79 |
|
| Transocean Registered Shs (RIG) | 0.3 | $374k | NEW | 120k | 3.12 |
|
| MercadoLibre (MELI) | 0.3 | $367k | NEW | 157.00 | 2336.94 |
|
| Icici Bank Adr (IBN) | 0.3 | $363k | 12k | 30.23 |
|
|
| Biontech Se Sponsored Ads (BNTX) | 0.3 | $353k | NEW | 3.6k | 98.62 |
|
| Ero Copper Corp (ERO) | 0.2 | $304k | -81% | 15k | 20.23 |
|
| Perpetua Resources (PPTA) | 0.2 | $304k | -57% | 15k | 20.23 |
|
| Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ) | 0.2 | $297k | -87% | 5.0k | 59.01 |
|
| Pinterest Cl A (PINS) | 0.2 | $297k | NEW | 9.2k | 32.17 |
|
| Abrdn Palladium Etf Trust Physical Palladm (PALL) | 0.2 | $294k | -14% | 2.6k | 114.17 |
|
| Paypal Holdings (PYPL) | 0.2 | $286k | +14% | 4.3k | 67.06 |
|
| Vox Rty Corp Cda F (VOXR) | 0.2 | $276k | -24% | 64k | 4.30 |
|
| Ivanhoe Electric (IE) | 0.2 | $268k | NEW | 21k | 12.55 |
|
| Silvercorp Metals (SVM) | 0.2 | $262k | -82% | 42k | 6.32 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.2 | $254k | -99% | 3.0k | 84.57 |
|
| Corcept Therapeutics Incorporated (CORT) | 0.2 | $252k | -68% | 3.0k | 83.11 |
|
| Microsoft Corporation (MSFT) | 0.2 | $248k | NEW | 479.00 | 517.95 |
|
| Bausch Health Companies (BHC) | 0.2 | $242k | 38k | 6.45 |
|
|
| First Solar (FSLR) | 0.2 | $237k | NEW | 1.1k | 220.53 |
|
| Harmony Gold Mining Sponsored Adr (HMY) | 0.2 | $211k | NEW | 12k | 18.15 |
|
| Hertz Global Hldgs Com New (HTZ) | 0.1 | $195k | -88% | 29k | 6.80 |
|
Past Filings by Eschler Asset Management
SEC 13F filings are viewable for Eschler Asset Management going back to 2021
- Eschler Asset Management 2025 Q3 filed Nov. 13, 2025
- Eschler Asset Management 2025 Q2 filed Aug. 14, 2025
- Eschler Asset Management 2025 Q1 filed May 15, 2025
- Eschler Asset Management 2024 Q4 filed Feb. 14, 2025
- Eschler Asset Management 2024 Q3 filed Nov. 14, 2024
- Eschler Asset Management 2024 Q2 filed Aug. 14, 2024
- Eschler Asset Management 2024 Q1 filed May 15, 2024
- Eschler Asset Management 2023 Q4 filed Feb. 14, 2024
- Eschler Asset Management 2023 Q3 filed Nov. 14, 2023
- Eschler Asset Management 2023 Q2 filed Aug. 14, 2023
- Eschler Asset Management 2023 Q1 filed May 15, 2023
- Eschler Asset Management 2022 Q4 filed Feb. 14, 2023
- Eschler Asset Management 2022 Q3 filed Nov. 14, 2022
- Eschler Asset Management 2022 Q2 filed Aug. 15, 2022
- Eschler Asset Management 2022 Q1 filed May 16, 2022
- Eschler Asset Management 2021 Q4 filed Feb. 14, 2022