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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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