Eschler Asset Management LLP Top Holdings and 13F Report (2024) About Eschler Asset Management LLPInvestment ActivityEschler Asset Management LLP has $66.95 million in total holdings as of September 30, 2024.Eschler Asset Management LLP owns shares of 65 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 52.25% of the portfolio was purchased this quarter.About 146.48% of the portfolio was sold this quarter.This quarter, Eschler Asset Management LLP has purchased 50 new stocks and bought additional shares in 4 stocks.Eschler Asset Management LLP sold shares of 17 stocks and completely divested from 16 stocks this quarter.Largest Holdings MicroStrategy $10,116,000PDD $4,650,945FIDELITY WISE ORIGIN BITCOIN $3,609,450Meta Platforms $3,323,014Alphabet $2,925,594 Largest New Holdings this Quarter Alphabet $2,925,594 HoldingRio Tinto Group $2,652,862 HoldingAmerican Tower $1,396,523 HoldingAES $1,316,558 HoldingFirst Solar $1,300,580 Holding Largest Purchases this Quarter MicroStrategy 54,000 shares (about $9.10M)Alphabet 17,640 shares (about $2.93M)Rio Tinto Group 37,275 shares (about $2.65M)American Tower 6,005 shares (about $1.40M)AES 65,631 shares (about $1.32M) Largest Sales this Quarter VanEck Junior Gold Miners ETF 319,158 shares (about $15.58M)Alamos Gold 350,000 shares (about $6.98M)Newmont 81,200 shares (about $4.34M)Noah 334,700 shares (about $4.13M)Tesla 3,885 shares (about $1.02M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEschler Asset Management LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSTRMicroStrategy$10,116,000$9,104,400 ▲900.0%60,00015.1%Computer and TechnologyPDDPDD$4,650,945$256,139 ▲5.8%34,5006.9%Multi-Sector ConglomeratesFIDELITY WISE ORIGIN BITCOIN$3,609,4500.0%65,0005.4%SHSMETAMeta Platforms$3,323,014$257,598 ▲8.4%5,8055.0%Computer and TechnologyGOOGLAlphabet$2,925,594$2,925,594 ▲New Holding17,6404.4%Computer and TechnologyRIORio Tinto Group$2,652,862$2,652,862 ▲New Holding37,2754.0%Basic MaterialsAZOAutoZone$2,088,477$220,503 ▼-9.5%6633.1%Retail/WholesaleBRK.ABerkshire Hathaway$2,073,5400.0%33.1%FinanceAMTAmerican Tower$1,396,523$1,396,523 ▲New Holding6,0052.1%FinanceAESAES$1,316,558$1,316,558 ▲New Holding65,6312.0%UtilitiesFSLRFirst Solar$1,300,580$1,300,580 ▲New Holding5,2141.9%Oils/EnergyEHEHang$1,187,265$1,187,265 ▲New Holding83,9651.8%AerospaceAGIAlamos Gold$1,166,490$6,979,000 ▼-85.7%58,5001.7%Basic MaterialsNTESNetEase$1,140,822$168,318 ▼-12.9%12,2001.7%Computer and TechnologyNEMNewmont$1,004,860$4,340,140 ▼-81.2%18,8001.5%Basic MaterialsSESEA$999,368$622,248 ▲165.0%10,6001.5%Computer and TechnologyACMRACM Research$901,340$901,340 ▲New Holding44,4011.3%Computer and TechnologyMUMicron Technology$854,052$854,052 ▲New Holding8,2351.3%Computer and TechnologyJDJD.com$833,560$833,560 ▲New Holding20,8391.2%Retail/WholesaleMSFTMicrosoft$822,734$212,999 ▼-20.6%1,9121.2%Computer and TechnologyGCTGigaCloud Technology$809,677$809,677 ▲New Holding35,2341.2%Business ServicesIBKRInteractive Brokers Group$808,2880.0%5,8001.2%FinanceEXKEndeavour Silver$785,900$785,900 ▲New Holding199,4671.2%Basic MaterialsYYJOYY$765,099$765,099 ▲New Holding21,1121.1%Computer and TechnologyTSLATesla$714,773$1,016,432 ▼-58.7%2,7321.1%Auto/Tires/TrucksLEALear$709,4750.0%6,5001.1%Auto/Tires/TrucksIIPRInnovative Industrial Properties$689,017$689,017 ▲New Holding5,1191.0%FinanceSCHWCharles Schwab$670,4590.0%10,3451.0%FinanceTOLToll Brothers$658,436$658,436 ▲New Holding4,2621.0%ConstructionEQTEQT$657,505$657,505 ▲New Holding17,9451.0%Oils/EnergyARCOArcos Dorados$654,000$654,000 ▲New Holding75,0001.0%Retail/WholesaleGLOBAL X FDS$653,250$653,250 ▲New Holding6,5001.0%1-3 MONTH T-BILLPHMPulteGroup$650,621$650,621 ▲New Holding4,5331.0%ConstructionSBSWSibanye Stillwater$645,771$645,771 ▲New Holding157,1221.0%Basic MaterialsNOAHNoah$636,228$4,126,851 ▼-86.6%51,6001.0%FinanceKKRKKR & Co. Inc.$628,7430.0%4,8150.9%FinanceSHYiShares 1-3 Year Treasury Bond ETF$623,625$623,625 ▲New Holding7,5000.9%ManufacturingGLDSPDR Gold Shares$607,650$607,650 ▲New Holding2,5000.9%FinanceSILVSilverCrest Metals$564,972$462,500 ▼-45.0%61,0780.8%Basic MaterialsBRK.BBerkshire Hathaway$555,534$223,226 ▼-28.7%1,2070.8%FinanceCHIMERA INVT CORP$554,050$554,050 ▲New Holding35,0000.8%COM SHSPYPLPayPal$544,649$160,195 ▼-22.7%6,9800.8%Computer and TechnologyHDBHDFC Bank$500,480$888,352 ▼-64.0%8,0000.7%FinanceVINPVinci Partners Investments$496,5000.0%50,0000.7%FinanceSPGIS&P Global$491,306$358,535 ▼-42.2%9510.7%Business ServicesMSEXMiddlesex Water$473,381$473,381 ▲New Holding7,2560.7%UtilitiesVALValaris$432,0630.0%7,7500.6%Oils/EnergyVIPSVipshop$431,1440.0%27,4090.6%Computer and TechnologyMAGMAG Silver$421,200$421,200 ▼-50.0%30,0000.6%Basic MaterialsSASeabridge Gold$419,750$419,750 ▼-50.0%25,0000.6%Basic MaterialsAMZNAmazon.com$380,1130.0%2,0400.6%Retail/WholesaleRTORentokil Initial$373,950$87,255 ▼-18.9%15,0000.6%Business ServicesIBNICICI Bank$328,350$122,385 ▼-27.2%11,0000.5%FinanceLXULSB Industries$321,600$321,600 ▲New Holding40,0000.5%Multi-Sector ConglomeratesFUTUFutu$314,593$314,593 ▲New Holding3,2890.5%Business ServicesGLNGGolar LNG$304,226$304,226 ▲New Holding8,2760.5%TransportationRBLXRoblox$303,1810.0%6,8500.5%Consumer DiscretionaryPINSPinterest$298,7750.0%9,2300.4%Computer and TechnologyUPWKUpwork$266,475$266,475 ▲New Holding25,5000.4%Computer and TechnologyVOXRVox Royalty$256,7000.0%85,0000.4%Basic MaterialsIWNiShares Russell 2000 Value ETF$250,230$250,230 ▲New Holding1,5000.4%ETFGDXJVanEck Junior Gold Miners ETF$244,050$15,578,102 ▼-98.5%5,0000.4%ETFDISWalt Disney$240,475$240,475 ▲New Holding2,5000.4%Consumer DiscretionaryQFINQifu Technology$229,030$229,030 ▲New Holding7,6830.3%Business ServicesETSYEtsy$222,120$222,120 ▲New Holding4,0000.3%Retail/WholesaleAEMAgnico Eagle Mines$0$25,297,500 ▼-100.0%00.0%Basic MaterialsGDXVanEck Gold Miners ETF$0$9,486,000 ▼-100.0%00.0%ETFFCXFreeport-McMoRan$0$9,404,000 ▼-100.0%00.0%Basic MaterialsI-80 GOLD CORP$0$6,460,000 ▼-100.0%00.0%COMIMCRImmunocore$0$2,600,000 ▼-100.0%00.0%MedicalGOOGAlphabet$0$2,341,142 ▼-100.0%00.0%Computer and TechnologyBLKBlackRock$0$1,454,109 ▼-100.0%00.0%FinanceUPSTUpstart$0$1,344,500 ▼-100.0%00.0%FinanceTLTiShares 20+ Year Treasury Bond ETF$0$930,190 ▼-100.0%00.0%ETFAAPAdvance Auto Parts$0$695,024 ▼-100.0%00.0%Retail/WholesaleVIXYProShares VIX Short-Term Futures ETF$0$607,080 ▼-100.0%00.0%ETFAJGArthur J. Gallagher & Co.$0$510,540 ▼-100.0%00.0%FinanceLBRDKLiberty Broadband$0$493,380 ▼-100.0%00.0%Consumer DiscretionaryCNHICNH Industrial$0$321,243 ▼-100.0%00.0%IndustrialsGOLDBarrick Gold$0$200,160 ▼-100.0%00.0%Basic MaterialsYMMFull Truck Alliance$0$139,730 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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