Eschler Asset Management LLP Portfolio Holdings

Eschler Asset Management LLP

  • $120 Million
  • Q2 2025

Eschler Asset Management LLP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $120 Million distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bloom Energy Corp with a value of $15.7M, Alamos Gold Inc with a value of $11.6M, Gds Holdings LTD with a value of $10.9M, Vaneck ETF Tr Jr Gold Miners E with a value of $10.1M, and New Gold Inc. with a value of $7.82M.

Examining the 13F form we can see an increase of $83.6M in the current position value, from $36.7M to 120M.

Eschler Asset Management LLP is based out at Cambridge, X0

Below you can find more details about Eschler Asset Management LLP portfolio as well as his latest detailed transactions.

Portfolio value $120 Million
Basic Materials: $37.2 Million
Industrials: $26 Million
Technology: $15.5 Million
ETFs: $12.2 Million
Communication Services: $7.7 Million
Financial Services: $7.65 Million
Consumer Cyclical: $3.17 Million
Healthcare: $3.15 Million
Other: $2.96 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.39B
$15.7 Million 13.02% of portfolio
655,000
Q2 2025 New
$10.2B
$11.6 Million 9.68% of portfolio
438,620
Q2 2025 Added 358.2%
$6.94B
$10.9 Million 9.03% of portfolio
355,200
Q2 2025 New
$3.38B
$7.82 Million 6.5% of portfolio
1,579,297
Q2 2025 Added 304.9%
$61.6B
$5.95 Million 4.94% of portfolio
50,000
Q2 2025 New
$54.7B
$5.83 Million 4.84% of portfolio
100,000
Q2 2025 New
$0
$4.5 Million 3.74% of portfolio
7,500,000
Q2 2025 New
$1.78T
$3.95 Million 3.28% of portfolio
5,355
Q1 2025 Reduced 14.27%
$1.02B
$3.47 Million 2.89% of portfolio
200,000
Q2 2025 Added 1,329.8%
$12.6B
$2.95 Million 2.45% of portfolio
250,000
Q2 2025 New
$9.51B
$2.68 Million 2.22% of portfolio
150,000
Q2 2025 New
$1.24T
$2.58 Million 2.14% of portfolio
14,540
Q2 2025 New
$43.6B
$2.18 Million 1.81% of portfolio
158,734
Q2 2025 New
$86.2B
$2.02 Million 1.68% of portfolio
6,936
Q2 2025 New
$6.18B
$1.82 Million 1.51% of portfolio
251,590
Q2 2025 New
$1.78B
$1.64 Million 1.36% of portfolio
239,629
Q2 2025 New
$1.24B
$1.36 Million 1.13% of portfolio
80,910
Q2 2025 New
$1.4B
$1.26 Million 1.04% of portfolio
40,000
Q2 2025 New
$3.49B
$1.14 Million 0.95% of portfolio
10,238
Q2 2025 New
$18.8B
$1.08 Million 0.9% of portfolio
18,554
Q2 2025 New
$24.3B
$1.02 Million 0.85% of portfolio
8,286
Q2 2025 New
$800M
$1.01 Million 0.84% of portfolio
238,329
Q2 2025 New
$70.6B
$970,000 0.81% of portfolio
9,230
Q2 2025 Added 34.74%
$147B
$933,000 0.78% of portfolio
8,690
Q2 2025 New
$26.8B
$917,000 0.76% of portfolio
8,275
Q2 2025 New
$456B
$865,000 0.72% of portfolio
5,478
Q2 2025 Reduced 5.26%
$61.1B
$868,000 0.72% of portfolio
2,713
Q2 2025 New
$635M
$856,000 0.71% of portfolio
33,331
Q2 2025 New
$3.17B
$799,000 0.66% of portfolio
85,000
Q2 2025 Reduced 43.33%
$1.3B
$764,000 0.64% of portfolio
8,000
Q1 2025 New
$913M
$750,000 0.62% of portfolio
226,700
Q1 2025 Added 163.6%
$7.88B
$714,000 0.59% of portfolio
9,728
Q2 2025 New
$10.4B
$707,000 0.59% of portfolio
8,253
Q2 2025 New
$4.78B
$575,000 0.48% of portfolio
6,159
Q2 2025 New
$404M
$529,000 0.44% of portfolio
76,700
Q2 2025 New
$1.35B
$508,000 0.42% of portfolio
35,000
Q1 2025 Added 40.0%
$705M
$442,000 0.37% of portfolio
37,100
Q2 2025 Reduced 37.75%
$2.26T
$447,000 0.37% of portfolio
2,040
Q2 2025 Reduced 7.73%
$1.09B
$424,000 0.35% of portfolio
35,000
Q2 2025 New
$442M
$410,000 0.34% of portfolio
30,599
Q2 2025 New
$1.55B
$397,000 0.33% of portfolio
41,147
Q2 2025 Reduced 65.71%
$113B
$403,000 0.33% of portfolio
12,000
Q2 2025 Added 20.0%
$78.6B
$277,000 0.23% of portfolio
3,730
Q1 2025 Reduced 43.16%
$2.53B
$249,000 0.21% of portfolio
37,506
Q4 2024 New
$0
$208,000 0.17% of portfolio
85,000
Q2 2024 Added 41.67%
$43B
$200,000 0.17% of portfolio
10,298
Q2 2025 Reduced 27.99%
$13B
$0 0.0% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $120 Million
  • Prior Value $36.7 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 37 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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