Eschler Asset Management as of June 30, 2025
Portfolio Holdings for Eschler Asset Management
Eschler Asset Management holds 57 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bloom Energy Corp Com Cl A (BE) | 11.9 | $16M | 655k | 23.92 | |
| Alamos Gold Com Cl A (AGI) | 8.8 | $12M | 439k | 26.56 | |
| GDS HLDGS Sponsored Ads (GDS) | 8.2 | $11M | 355k | 30.57 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 7.7 | $10M | 150k | 67.59 | |
| New Gold Inc Cda (NGD) | 5.9 | $7.8M | 1.6M | 4.95 | |
| Agnico (AEM) | 4.5 | $5.9M | 50k | 118.93 | |
| Newmont Mining Corporation (NEM) | 4.4 | $5.8M | 100k | 58.26 | |
| I-80 Gold Corp (IAUX) | 3.4 | $4.5M | 7.5M | 0.60 | |
| Pony Ai Sponsored Ads (PONY) | 3.3 | $4.3M | 320k | 13.44 | |
| Hesai Group Sponsored Ads (HSAI) | 3.0 | $3.9M | 206k | 19.00 | |
| Ehang Hldgs Ads (EH) | 2.6 | $3.5M | 200k | 17.36 | |
| Full Truck Alliance Sponsored Ads (YMM) | 2.2 | $3.0M | 250k | 11.81 | |
| Meta Platforms Cl A (META) | 2.2 | $2.9M | 5.4k | 537.39 | |
| Kanzhun Sponsored Ads (BZ) | 2.0 | $2.7M | 150k | 17.84 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.6 | $2.2M | 159k | 13.72 | |
| General Dynamics Corporation (GD) | 1.5 | $2.0M | 6.9k | 291.66 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $1.9M | 15k | 129.15 | |
| Super Micro Computer Com New (SMCI) | 1.4 | $1.9M | 38k | 49.01 | |
| Sibanye Stillwater Sponsored Adr (SBSW) | 1.4 | $1.8M | 252k | 7.22 | |
| Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ) | 1.4 | $1.8M | 41k | 44.25 | |
| Hertz Global Hldgs Com New (HTZ) | 1.2 | $1.6M | 240k | 6.83 | |
| Sea Sponsord Ads (SE) | 1.1 | $1.4M | 9.0k | 156.65 | |
| Ero Copper Corp (ERO) | 1.0 | $1.4M | 81k | 16.85 | |
| Immunocore Hldgs Ads (IMCR) | 1.0 | $1.3M | 40k | 31.38 | |
| Enova Intl (ENVA) | 0.9 | $1.1M | 10k | 111.52 | |
| EQT Corporation (EQT) | 0.8 | $1.1M | 19k | 58.32 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.8 | $1.0M | 8.3k | 123.59 | |
| Silvercorp Metals (SVM) | 0.8 | $1.0M | 238k | 4.22 | |
| Flutter Entmt SHS (FLUT) | 0.7 | $983k | 4.7k | 208.06 | |
| Chesapeake Energy Corp (EXE) | 0.7 | $965k | 8.3k | 116.94 | |
| Boston Scientific Corporation (BSX) | 0.7 | $933k | 8.7k | 107.41 | |
| Rocket Lab Corp (RKLB) | 0.7 | $930k | 26k | 35.77 | |
| Brown & Brown (BRO) | 0.7 | $917k | 8.3k | 110.87 | |
| Arthur J. Gallagher & Co. (AJG) | 0.7 | $869k | 2.7k | 320.12 | |
| Solaris Energy Infras Com Cl A (SEI) | 0.7 | $866k | 31k | 28.29 | |
| Applied Optoelectronics (AAOI) | 0.6 | $856k | 33k | 25.69 | |
| Sandstorm Gold Com New (SAND) | 0.6 | $799k | 85k | 9.40 | |
| Natural Resource Partners L Com Unit Ltd Par (NRP) | 0.6 | $764k | 8.0k | 95.51 | |
| Tencent Music Entmt Group Spon Ads (TME) | 0.5 | $722k | 10k | 70.07 | |
| Atre Sponsored Ads (RERE) | 0.5 | $721k | 227k | 3.18 | |
| Corcept Therapeutics Incorporated (CORT) | 0.5 | $714k | 9.7k | 73.40 | |
| NVIDIA Corporation (NVDA) | 0.5 | $630k | 5.5k | 115.03 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 0.5 | $628k | 7.4k | 84.89 | |
| Granite Construction (GVA) | 0.4 | $576k | 6.2k | 93.51 | |
| Soho House & Co Com Cl A | 0.4 | $564k | 77k | 7.35 | |
| Blackrock (BLK) | 0.4 | $532k | 696.00 | 763.94 | |
| Roblox Corp Cl A (RBLX) | 0.4 | $525k | 9.2k | 56.84 | |
| Seabridge Gold (SA) | 0.4 | $508k | 35k | 14.52 | |
| Noah Hldgs Spon Ads (NOAH) | 0.3 | $451k | 37k | 12.15 | |
| Perpetua Resources (PPTA) | 0.3 | $425k | 35k | 12.14 | |
| Icici Bank Adr (IBN) | 0.3 | $404k | 12k | 33.70 | |
| Up Fintech Hldg Sponsored Ads (TIGR) | 0.3 | $397k | 41k | 9.65 | |
| Amazon (AMZN) | 0.2 | $326k | 2.0k | 159.73 | |
| Abrdn Palladium Etf Trust Physical Palladm (PALL) | 0.2 | $302k | 3.0k | 100.61 | |
| Vox Rty Corp Cda F (VOXR) | 0.2 | $269k | 85k | 3.16 | |
| Paypal Holdings (PYPL) | 0.2 | $202k | 3.7k | 54.11 | |
| Bausch Health Companies (BHC) | 0.1 | $182k | 38k | 4.85 |
