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Eschler Asset Management LLP

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13F filer, CIK 1910874, London, United Kingdom

Eschler Asset Management LLP reported $56,194,515 across 34 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 66.63% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-26-005268

Period
2026-06-30
Reported value
$56.2M
Holdings
34
Top 10 weight
66.63%
New
12
Sold out
11

Part of the filer group Eschler Asset Management LLP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ITAnew+20,571$4.99M
VGSHnew+48,682$2.83M
SNDKnew+1,105$2.51M
XLInew+13,074$2.42M
TSMadded+4,305$2.06M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GDXJreduced-196,203-$19.3M
IAUXexited-9,000,000-$13.7M
NEMexited-100,000-$10.8M
GOOGreduced-15,158-$5.35M
BEexited-35,000-$4.74M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0000919574-26-005268, largest first. % of portfolio is the value over $55,883,015, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,218 shares; 2026Q1: 62,218 shares; 2026Q2: 62,218 shares 62,218$5.32M9.52%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,552 shares; 2026Q1: 7,552 shares; 2026Q2: 7,552 shares 7,552$5.19M9.28%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,540 shares; 2025Q3: not reported; 2025Q4: 14,690 shares; 2026Q1: 29,698 shares; 2026Q2: 14,540 shares 14,540$5.14M9.19%-15,158Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,571 shares 20,571$4.99M8.92%newTimeline
KSPIKASPI KZ JSCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 13,975 shares; 2026Q1: 31,473 shares; 2026Q2: 37,983 shares 37,983$3.29M5.89%+6,510Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,805 shares; 2024Q4: 6,246 shares; 2025Q1: 5,355 shares; 2025Q2: 5,355 shares; 2025Q3: 5,784 shares; 2025Q4: 5,396 shares; 2026Q1: 5,355 shares; 2026Q2: 5,355 shares 5,355$3.02M5.4%0Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,682 shares 48,682$2.83M5.07%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,997 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 5,305 shares 5,305$2.53M4.53%+4,305Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,105 shares 1,105$2.51M4.5%newTimeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,074 shares 13,074$2.42M4.33%newTimeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 531 shares; 2025Q2: not reported; 2025Q3: 157 shares; 2025Q4: 364 shares; 2026Q1: 750 shares; 2026Q2: 921 shares 921$1.56M2.8%+171Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158,734 shares; 2025Q3: 85,615 shares; 2025Q4: 70,000 shares; 2026Q1: 70,000 shares; 2026Q2: 112,000 shares 112,000$1.5M2.68%+42,000Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,358 shares 4,358$1.44M2.58%newTimeline
GDXJVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 8,318 shares; 2025Q1: not reported; 2025Q2: 150,000 shares; 2025Q3: 55,781 shares; 2025Q4: 200,000 shares; 2026Q1: 210,448 shares; 2026Q2: 14,245 shares 14,245$1.4M2.5%-196,203Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,782 shares; 2025Q2: 5,478 shares; 2025Q3: 7,299 shares; 2025Q4: 17,930 shares; 2026Q1: 5,782 shares; 2026Q2: 5,478 shares 5,478$1.1M1.96%-304Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,876 shares 10,876$1.09M1.95%newTimeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,000 shares 27,000$1.03M1.84%newTimeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,806 shares 7,806$898K1.61%newTimeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,910 shares; 2026Q1: 2,315 shares; 2026Q2: 2,190 shares 2,190$854K1.53%-125Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,000 shares 30,000$846K1.51%newTimeline
VALVALARIS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,750 shares; 2024Q4: 7,750 shares; 2025Q1: 17,012 shares; 2025Q2: not reported; 2025Q3: 13,000 shares; 2025Q4: 14,300 shares; 2026Q1: 14,300 shares; 2026Q2: 11,300 shares 11,300$820K1.47%-3,000Timeline
SAMBOSTON BEER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 4,600 shares; 2026Q1: 4,600 shares; 2026Q2: 4,600 shares 4,600$814K1.46%0Timeline
NRPNATURAL RESOURCE PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000$776K1.39%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,900 shares; 2026Q2: 6,900 shares 6,900$685K1.23%0Timeline
BZKANZHUN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,000 shares; 2025Q3: 150,000 shares; 2025Q4: 150,000 shares; 2026Q1: 250,000 shares; 2026Q2: 53,000 shares 53,000$682K1.22%-197,000Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,204 shares; 2025Q1: 1,433 shares; 2025Q2: 696 shares; 2025Q3: 802 shares; 2025Q4: 762 shares; 2026Q1: 736 shares; 2026Q2: 696 shares 696$669K1.2%-40Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,040 shares; 2024Q4: 2,040 shares; 2025Q1: 2,211 shares; 2025Q2: 2,040 shares; 2025Q3: 2,160 shares; 2025Q4: 2,173 shares; 2026Q1: 2,040 shares; 2026Q2: 2,040 shares 2,040$486K0.87%0Timeline
REREATRENEW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 86,000 shares; 2025Q1: 226,700 shares; 2025Q2: 226,700 shares; 2025Q3: 175,700 shares; 2025Q4: 62,300 shares; 2026Q1: 142,300 shares; 2026Q2: 124,600 shares 124,600$482K0.86%-17,700Timeline
VOXRVOX ROYALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,000 shares; 2024Q4: 85,000 shares; 2025Q1: 85,000 shares; 2025Q2: 85,000 shares; 2025Q3: 64,200 shares; 2025Q4: 64,200 shares; 2026Q1: not reported; 2026Q2: 102,000 shares 102,000$481K0.86%newTimeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,850 shares; 2024Q4: 6,850 shares; 2025Q1: 6,850 shares; 2025Q2: 9,230 shares; 2025Q3: 6,850 shares; 2025Q4: 6,850 shares; 2026Q1: 6,850 shares; 2026Q2: 6,850 shares 6,850$372K0.67%0Timeline
NOAHNOAH HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,600 shares; 2024Q4: 34,900 shares; 2025Q1: 59,600 shares; 2025Q2: 37,100 shares; 2025Q3: 37,100 shares; 2025Q4: 24,600 shares; 2026Q1: 24,600 shares; 2026Q2: 24,600 shares 24,600$246K0.44%0Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800$238K0.43%newTimeline
BHCBAUSCH HEALTH COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,506 shares; 2025Q1: 37,506 shares; 2025Q2: 37,506 shares; 2025Q3: 37,506 shares; 2025Q4: not reported; 2026Q1: 37,506 shares; 2026Q2: 37,506 shares 37,506$185K0.33%0Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
ISHARES INCISHARES INC PUTput350$312Knew

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IAUXI-80 GOLD CORP9,000,000$13.7Mshares
NEMNEWMONT CORP100,000$10.8Mshares
BEBLOOM ENERGY CORP35,000$4.74Mshares
IMCRIMMUNOCORE HLDGS PLC80,000$2.41Mshares
FUTUFUTU HLDGS LTD11,000$1.5Mshares
EQTEQT CORP14,814$943Kshares
BLDRBUILDERS FIRSTSOURCE INC9,660$795Kshares
IPIINTREPID POTASH INC18,462$790Kshares
RIGTRANSOCEAN LTD94,000$623Kshares
HSAIHESAI GROUP17,300$331Kshares
KWEBKRANESHARES TRUST11,000$313Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-26-005268 base2026-08-14acceptance time not in the bulk data set