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13F-HR filed by Eschler Asset Management LLP

Eschler Asset Management LLP filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-13, with 67 holding rows worth $134,890,539.

Accession
0000919574-25-006725
Filed
2025-11-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 72 entries on the cover page, a total value of $134,890,539 stated on the cover page (in dollars after the unit check, H1), rows summing to $134,890,539 with VALUE read as dollars as filed, 13F file number 028-21897. The quarter's positions are built on this report. The resolved quarter.

Other managers

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
GDS HLDGS LTD SPONSORED ADS36165L108ADR481,471$18,632,928dollars as filed
NEWMONT CORP651639106COM175,000$14,754,250dollars as filed
NEW GOLD INC CDA644535106COM1,572,076$11,287,506dollars as filed
SEA LTD81141R100SPONSORD ADS58,000$10,366,340dollars as filed
ALAMOS GOLD INC COM CL A011532108Stock221,620$7,725,673dollars as filed
I-80 GOLD CORP44955L106COM7,500,000$7,165,500dollars as filed
ANGLOGOLD ASHANTI PLCG0378L100COM SHS100,000$7,033,000dollars as filed
VANECK ETF TRUST92189F791JUNIOR GOLD MINE55,781$5,523,992dollars as filed
META PLATFORMS INC CL A30303M102COM5,784$4,247,654dollars as filed
AGNICO EAGLE MINES LTD COM008474108Stock25,000$4,214,000dollars as filed
EHANG HLDGS LTD ADS26853E102ADR200,000$3,714,000dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM14,970$3,639,207dollars as filed
KANZHUN LIMITED48553T106SPONSORED ADS150,000$3,504,000dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A3$2,262,600dollars as filed
IMMUNOCORE HLDGS PLC ADS45258D105ADR40,000$1,453,200dollars as filed
AUTOZONE INC COM053332102Stock331$1,420,069dollars as filed
NU HLDGS LTDG6683N103ORD SHS CL A85,615$1,370,696dollars as filed
NVIDIA Corp67066G104COM7,299$1,361,847dollars as filed
FLUTTER ENTMT PLC SHSG3643J108Stock4,726$1,200,404dollars as filed
Charles Schwab Corp808513105COM10,724$1,023,820dollars as filed
PONY AI INC732908108SPONSORED ADS45,200$1,016,548dollars as filed
ROBLOX CORP CL A771049103Stock6,850$948,862dollars as filed
BlackRock,Inc.09290D101COM802$935,028dollars as filed
MIDDLEBYCORP596278101STOK7,000$930,510dollars as filed
HESAI GROUP428050108SPONSORED ADS30,700$862,670dollars as filed
NATURAL RESOURCE PARTNERS LP63900P608COM UNIT LTD PAR8,000$840,000dollars as filed
ATRENEW INC00138L108SPONSORED ADS175,700$808,220dollars as filed
SIBANYE STILLWATER LTD SPONSORED ADR82575P107ADR71,567$804,413dollars as filed
Union Pacific Corporation907818108COM2,875$679,564dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS3,700$661,301dollars as filed
VNET GROUP INC90138A103SPONSORED ADS A63,026$651,059dollars as filed
BROWN FORMAN CORP CL B115637209Stock23,970$649,108dollars as filed
VALARIS LTDG9460G101CL A13,000$634,010dollars as filed
AVANTOR INC COM05352A100Stock50,000$624,000dollars as filed
KASPI KZ JSC48581R205SPONSORED ADS7,400$604,432dollars as filed
INNOVATIVE INDL PPTYS INC COM45781V101REIT10,165$544,641dollars as filed
ACM RESH INC COM CL A00108J109Stock13,904$544,064dollars as filed
BOSTON BEER INC CL A100557107Stock2,500$528,550dollars as filed
Sandstorm Gold Ltd80013R206Common Stock42,000$525,840dollars as filed
SOCIEDAD QUIMICA Y MINERA DE C833635105SPON ADR SER B11,808$507,508dollars as filed
Berkshire Hathaway Inc084670702COM972$488,663dollars as filed
Amazon.com, Inc023135106COM2,160$474,271dollars as filed
SEABRIDGE GOLD INC811916105COM *D*18,000$434,700dollars as filed
NOAH HLDGS LTD65487X102SPON ADS CL A37,100$429,989dollars as filed
ADVISORSHARES TR00768Y453PURE US CANNABIS86,328$413,511dollars as filed
ENOVA INTL INC29357K103COM3,376$388,544dollars as filed
LAS VEGAS SANDS CORP COM517834107Stock7,000$376,530dollars as filed
TRANSOCEAN LTD REGISTERED SHSH8817H100Stock120,000$374,400dollars as filed
MERCADOLIBREINC58733R102STOK157$366,900dollars as filed
ICICI BANK LIMITED ADR45104G104ADR12,000$362,760dollars as filed
BIONTECH SE SPONSORED ADS09075V102ADR3,580$353,060dollars as filed
ERO COPPER CORP COM296006109Stock15,007$303,592dollars as filed
PERPETUA RESOURCES CORP714266103COM15,000$303,450dollars as filed
INVESCO EXCH TRADED FD TR II46138E800CHINA TECHNLGY5,038$297,292dollars as filed
PINTEREST INC CL A72352L106Stock9,230$296,929dollars as filed
ABRDN PALLADIUM ETF TRUST003262102PHYSICAL PALLADM2,577$294,216dollars as filed
PAYPALHLDGSINC70450Y103STOK4,259$285,609dollars as filed
VOX ROYALTY CORP92919F103COMMON STOCK64,200$276,060dollars as filed
IVANHOE ELECTRIC INC US46578C108COMMON STOCK21,382$268,344dollars as filed
SILVERCORP METALS INC COMP82835P103EQUITY41,502$262,293dollars as filed
BLOOM ENERGY CORP093712107COM3,000$253,710dollars as filed
CORCEPT THERAPEUTICS INC218352102COM3,030$251,823dollars as filed
Microsoft Corp594918104COM479$248,098dollars as filed
BAUSCH HEALTH COS INC COM071734107Stock37,506$241,914dollars as filed
FIRST SOLAR INC COM336433107Stock1,073$236,629dollars as filed
HARMONY GOLD MINING CO LTD SPONSORED ADR413216300ADR11,618$210,867dollars as filed
HERTZ GLOBAL HLDGS INC42806J700COM NEW28,731$195,371dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000919574-25-006725this filing2025-11-13acceptance time not in the bulk data set