Eschler Asset Management LLP
CIK 1910874 · Holdings on Mar 31, 2024 · First reported May 15, 2024
Top ten holdings
Q1 2024- MSTR9.26%
- GDXJ8.96%
- GDX6.48%
- FCX6.08%
- AEM5.79%
- RIO3.59%
- NOAH3.03%
- PDD2.69%
- HQH2.62%
- NEM2.32%
Share classes counted separately50.82%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NEMWeight decreased · -5.89 pp8.21% → 2.32%Shares -150.00K (-60.00%)
- AEMWeight decreased · -3.66 pp9.45% → 5.79%Shares -67.20K (-30.94%)
- NOAHWeight decreased · -1.33 pp4.36% → 3.03%Shares +10.90K (+2.74%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSTRSTRATEGY INCCL A NEW View history and evidence | $14.32M | 9.26% | 8.40K shares | Prior unavailable +8.40K | New | ↗▾ |
| 02 | GDXJVANECK JUNIOR GOLD MINERSJUNIOR GOLD MINE View history and evidence | $13.85M | 8.96% | 368.93K shares | 9.02% → 8.96%-0.06 pp +68.93K (+22.98%) | Added | ↗▾ |
| 03 | GDXVANECK GOLD MINERS ETFGOLD MINERS ETF View history and evidence | $10.01M | 6.48% | 316.66K shares | 7.38% → 6.48%-0.90 pp +16.66K (+5.55%) | Added | ↗▾ |
| 04 | FCXFREEPORT-MCMORAN INCCL B View history and evidence | $9.40M | 6.08% | 200.00K shares | 6.75% → 6.08%-0.67 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | AEMAGNICO EAGLE MINES LTD View history and evidence | $8.95M | 5.79% | 150.00K shares | 9.45% → 5.79%-3.66 pp -67.20K (-30.94%) | Reduced | ↗▾ |
| 06 | RIORIO TINTO PLC-SPON ADRSPONSORED ADR View history and evidence | $5.55M | 3.59% | 84.10K shares | 4.08% → 3.59%-0.49 pp +8.00K (+10.51%) | Added | ↗▾ |
| 07 | NOAHNOAH HOLDINGS LTD-SPON ADSSPON ADS View history and evidence | $4.68M | 3.03% | 409.20K shares | 4.36% → 3.03%-1.33 pp +10.90K (+2.74%) | Added | ↗▾ |
| 08 | PDDPDD HOLDINGS INCSPONSORED ADS View history and evidence | $4.16M | 2.69% | 35.76K shares | Prior unavailable +35.76K | New | ↗▾ |
| 09 | HQHABRDN HEALTHCARE INVESTORSSH BEN INT View history and evidence | $4.05M | 2.62% | 243.56K shares | 3.61% → 2.62%-0.99 pp -20.00K (-7.59%) | Reduced | ↗▾ |
| 10 | NEMNEWMONT CORP View history and evidence | $3.58M | 2.32% | 100.00K shares | 8.21% → 2.32%-5.89 pp -150.00K (-60.00%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 27
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GOOG ALPHABET INC-CL C | Non-derivative | -16,938 | -$2.39M | SEC filing ↗ | SEC filing ↗ |
| NVDA NVIDIA CORP | Non-derivative | -3,392 | -$1.68M | SEC filing ↗ | SEC filing ↗ |
| NTES NETEASE INC-ADR | Non-derivative | -14,365 | -$1.34M | SEC filing ↗ | SEC filing ↗ |
3 / 27 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1910874 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 154564797
}Research all 100 reported holdings.
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