Institutional Fund
Eschler Asset Management LLP
London, United KingdomCIK 19108745 filings on record
Portfolio Value
$100.32M
Q1 2026
Holdings
33
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-31.8%
from $147.13M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vaneck ETF Trust25.2%
- I-80 Gold Corp13.6%
- Newmont Corp10.8%
- Alphabet Inc8.5%
- Vanguard Star Fds4.8%
- Bloom Energy Corp4.7%
- Other32.4%
Portfolio Holdings
33 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vaneck ETF Trust | 210.4K | $25.26M | 25.2% | +10.4K | Added |
| 2 | I-80 Gold Corp | 9.00M | $13.68M | 13.6% | +1.50M | Added |
| 3 | Newmont Corp | 100.0K | $10.82M | 10.8% | −75.0K | Reduced |
| 4 | Alphabet Inc | 29.7K | $8.52M | 8.5% | +15.0K | Added |
| 5 | Vanguard Star Fds | 62.2K | $4.80M | 4.8% | 0 | Held |
| 6 | Bloom Energy Corp | 35.0K | $4.74M | 4.7% | +35.0K | New |
| 7 | Vanguard Index Fds | 7.6K | $4.51M | 4.5% | 0 | Held |
| 8 | Kanzhun Limited | 250.0K | $3.35M | 3.3% | +100.0K | Added |
| 9 | Meta Platforms Inc | 5.4K | $3.06M | 3.1% | −41 | Reduced |
| 10 | Immunocore Hldgs PLC | 80.0K | $2.41M | 2.4% | 0 | Held |
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