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Eschler Asset Management LLP

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1910874

$56.2M

disclosed book value

34

positions

9.5%

largest position share

Positions, as of 2026-06-30

top 34 of 34 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VXUSVANGUARD STAR FDS62,218$5.3M9.5%
2VOOVANGUARD INDEX FDS7,552$5.2M9.2%
3GOOGALPHABET INC14,540$5.1M9.1%
4ITAISHARES TR20,571$5.0M8.9%
5KSPIKASPI KZ JSC37,983$3.3M5.9%
6METAMETA PLATFORMS INC5,355$3.0M5.4%
7VGSHVANGUARD SCOTTSDALE FDS48,682$2.8M5%
8TSMTAIWAN SEMICONDUCTOR MANUFAC5,305$2.5M4.5%
9SNDKSANDISK CORP1,105$2.5M4.5%
10XLISELECT SECTOR SPDR TR13,074$2.4M4.3%
11MELIMERCADOLIBRE INC921$1.6M2.8%
12NU HLDGS LTD112,000$1.5M2.7%
13HLTHILTON WORLDWIDE HLDGS INC4,358$1.4M2.6%
14GDXJVANECK ETF TRUST14,245$1.4M2.5%
15NVDANVIDIA CORPORATION5,478$1.1M2%
16HOODROBINHOOD MKTS INC10,876$1.1M1.9%
17HRBBLOCK H & R INC27,000$1.0M1.8%
18DUOLDUOLINGO INC7,806$897,8461.6%
19HCAHCA HEALTHCARE INC2,190$853,6791.5%
20CPRTCOPART INC30,000$845,7001.5%
21VALARIS LTD11,300$820,3801.5%
22SAMBOSTON BEER INC4,600$814,3381.4%
23NRPNATURAL RESOURCE PARTNERS LP8,000$776,0001.4%
24NOWSERVICENOW INC6,900$685,0321.2%
25BZKANZHUN LIMITED53,000$682,1101.2%
26BLKBLACKROCK INC696$669,1051.2%
27AMZNAMAZON COM INC2,040$486,1120.9%
28REREATRENEW INC124,600$482,2020.9%
29VOXRVOX ROYALTY CORP102,000$481,3870.9%
30RBLXROBLOX CORP6,850$372,4250.7%
31ISHARES INCPUT350$311,5000.6%
32NOAHNOAH HLDGS LTD24,600$245,7540.4%
33MRVLMARVELL TECHNOLOGY INC800$238,3120.4%
34BHCBAUSCH HEALTH COS INC37,506$184,8660.3%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.