Eschler Asset Management Llp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Eschler Asset Management Llp disclosed 33 stock positions valued at approximately $55.88M as of quarter-end June 30, 2026. The largest holdings include VANGUARD STAR FDS, VANGUARD INDEX FDS, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 33
- Portfolio Value
- $55.88M
Holdings by Sector
Eschler Asset Management Llp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD STAR FDS | VXUS | Other | 9.52% | 62,218 | - | - | $5,317,900 |
| VANGUARD INDEX FDS | VOO | Other | 9.28% | 7,552 | - | - | $5,185,700 |
| ALPHABET INC | GOOG | Communication Services | 9.19% | 14,540 | -15,158 | -51.04% | $5,136,338 |
| ISHARES TR | ITA | Other | 8.92% | 20,571 | +20,571 | +100.00% | $4,986,822 |
| KASPI KZ JSC | KSPI | Technology | 5.89% | 37,983 | +6,510 | +20.68% | $3,290,847 |
| META PLATFORMS INC | META | Communication Services | 5.40% | 5,355 | - | - | $3,015,785 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 5.07% | 48,682 | +48,682 | +100.00% | $2,832,697 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 4.53% | 5,305 | +4,305 | +430.50% | $2,533,509 |
| SANDISK CORP | SNDK | Other | 4.50% | 1,105 | +1,105 | +100.00% | $2,512,472 |
| SELECT SECTOR SPDR TR | XLI | Other | 4.33% | 13,074 | +13,074 | +100.00% | $2,421,697 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 2.80% | 921 | +171 | +22.80% | $1,563,296 |
| NU HLDGS LTD | NU | Financial Services | 2.68% | 112,000 | +42,000 | +60.00% | $1,496,320 |
| HILTON WORLDWIDE HLDGS INC | HLT | Consumer Cyclical | 2.58% | 4,358 | +4,358 | +100.00% | $1,440,145 |
| VANECK ETF TRUST | GDXJ | Other | 2.50% | 14,245 | -196,203 | -93.23% | $1,399,571 |
| NVIDIA CORPORATION | NVDA | Technology | 1.96% | 5,478 | -304 | -5.26% | $1,095,863 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 1.95% | 10,876 | +10,876 | +100.00% | $1,090,645 |
| BLOCK H & R INC | HRB | Consumer Cyclical | 1.84% | 27,000 | +27,000 | +100.00% | $1,028,160 |
| DUOLINGO INC | DUOL | Technology | 1.61% | 7,806 | +7,806 | +100.00% | $897,846 |
| HCA HEALTHCARE INC | HCA | Healthcare | 1.53% | 2,190 | -125 | -5.40% | $853,679 |
| COPART INC | CPRT | Industrials | 1.51% | 30,000 | +30,000 | +100.00% | $845,700 |
| VALARIS LTD | VAL | Energy | 1.47% | 11,300 | -3,000 | -20.98% | $820,380 |
| BOSTON BEER INC | SAM | Consumer Defensive | 1.46% | 4,600 | - | - | $814,338 |
| NATURAL RESOURCE PARTNERS LP | NRP | Energy | 1.39% | 8,000 | - | - | $776,000 |
| SERVICENOW INC | NOW | Technology | 1.23% | 6,900 | - | - | $685,032 |
| KANZHUN LIMITED | BZ | Communication Services | 1.22% | 53,000 | -197,000 | -78.80% | $682,110 |
| BLACKROCK INC | BLK | Other | 1.20% | 696 | -40 | -5.43% | $669,105 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.87% | 2,040 | - | - | $486,112 |
| ATRENEW INC | RERE | Consumer Cyclical | 0.86% | 124,600 | -17,700 | -12.44% | $482,202 |
| VOX ROYALTY CORP | VOXR | Basic Materials | 0.86% | 102,000 | +37,800 | +58.88% | $481,387 |
| ROBLOX CORP | RBLX | Communication Services | 0.67% | 6,850 | - | - | $372,425 |
Showing 30 of 33 holdings in the latest reporting period.