Eschler Asset Management LLP
Top Portfolio Positions
28 positions ·
$56,916,990 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAUX |
i-80 Gold Corp.
Basic Materials
|
9,000,000 | $13,680,000 | 24.04% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
100,000 | $10,825,000 | 19.02% | |
| BE |
Bloom Energy Corp
Industrials
|
35,000 | $4,742,150 | 8.33% | |
| BZ |
Kanzhun Ltd
Communication Services
|
250,000 | $3,347,500 | 5.88% | |
| META |
Meta Platforms, Inc.
Communication Services
|
5,355 | $3,063,756 | 5.38% | |
| IMCR |
Immunocore Holdings plc
Healthcare
|
80,000 | $2,412,000 | 4.24% | |
| KSPI |
Joint Stock Co Kaspi.kz
Technology
|
31,473 | $2,331,205 | 4.10% | |
| FUTU |
Futu Holdings Ltd
Financial Services
|
11,000 | $1,504,360 | 2.64% | |
| VAL |
Valaris Ltd
Energy
|
14,300 | $1,401,972 | 2.46% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
750 | $1,296,765 | 2.28% |
Portfolio Trend
18 quarters · across all stocks
Holdings in IPI
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $789,619 | 18,462 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||