Eschler Asset Management LLP reported 34 holdings worth US$56.2M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Eschler Asset Management LLP reported 34 holdings worth US$56.2M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Meta Platforms, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 34
- Value as reported
- US$56.2M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alphabet Inc (google) Class C | 14,376 | US$5.14M | 9.1% |
| Meta Platforms, Inc. | 5,355 | US$3.02M | 5.4% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 5,305 | US$2.53M | 4.5% |
| Sandisk Corporation | 1,105 | US$2.51M | 4.5% |
| Mercadolibre, Inc. | 921 | US$1.56M | 2.8% |
| Nu Holdings Ltd. | 112K | US$1.5M | 2.7% |
| Hilton Worldwide Holdings Inc. | 4,358 | US$1.44M | 2.6% |
| Nvidia Corporation | 5,478 | US$1.1M | 2.0% |
| Robinhood Markets, Inc. | 10,876 | US$1.09M | 1.9% |
| H&r Block, Inc. | 27,000 | US$1.03M | 1.8% |
| Duolingo, Inc. | 7,806 | US$898K | 1.6% |
| Hca Healthcare, Inc. | 2,190 | US$854K | 1.5% |
| Copart, Inc. | 30,000 | US$846K | 1.5% |
| Valaris Limited | 11,300 | US$820K | 1.5% |
| Boston Beer Company, Inc. (the) | 4,600 | US$814K | 1.4% |
| Natural Resource Partners Lp Limited Partnership | 8,000 | US$776K | 1.4% |
| Servicenow, Inc. | 6,900 | US$685K | 1.2% |
| Blackrock, Inc. | 696 | US$669K | 1.2% |
| Amazon.com, Inc. | 2,040 | US$486K | 0.87% |
| Vox Royalty Corp | 102K | US$481K | 0.86% |
| Roblox Corporation | 6,850 | US$372K | 0.66% |
| Marvell Technology, Inc. | 800 | US$238K | 0.42% |
| Bausch Health Companies Inc. | 37,506 | US$185K | 0.33% |