Filed: 11/13/2025ACC: 0000919574-25-006725
📋 What this filing means
ESCHLER ASSET MANAGEMENT LLP filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $134.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$134.89M
Total AUM (reported)
11.85M
Total Shares
Allocation by class
COM$49.66M36.8%
SPONSORED ADS$26.44M19.6%
SPONSORD ADS$10.37M7.7%
CL A$8.92M6.6%
COM CL A$8.52M6.3%
COM SHS$7.03M5.2%
JUNIOR GOLD MINE$5.52M4.1%
Portfolio Concentration
Top 3$44.67M33.1%
4–10$46.28M34.3%
11–25$25.64M19.0%
Rest$18.30M13.6%
Top 3 weight
33.1%
Top 10 weight
67.4%
Voting Authority Distribution
Total shares with voting rights: 11.85M
Sole
Full voting authority
11.85M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole58
Shared0
Other9
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings67
Rows:
GDS HLDGS LTD
DFNDShares481.47K
TypeSH
Market value$18.63M
13.81%
Sole
481.47K
Shared
0.00
None
0.00
NEWMONT CORP
DFNDShares175K
TypeSH
Market value$14.75M
10.94%
Sole
175K
Shared
0.00
None
0.00
NEW GOLD INC CDA
DFNDShares1.57M
TypeSH
Market value$11.29M
8.37%
Sole
1.57M
Shared
0.00
None
0.00
SEA LTD
SOLEShares58K
TypeSH
Market value$10.37M
7.69%
Sole
58K
Shared
0.00
None
0.00
ALAMOS GOLD INC NEW
SOLEShares221.62K
TypeSH
Market value$7.73M
5.73%
Sole
221.62K
Shared
0.00
None
0.00
I-80 GOLD CORP
DFNDShares7.50M
TypeSH
Market value$7.17M
5.31%
Sole
7.50M
Shared
0.00
None
0.00
ANGLOGOLD ASHANTI PLC
DFNDShares100K
TypeSH
Market value$7.03M
5.21%
Sole
100K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares55.78K
TypeSH
Market value$5.52M
4.10%
Sole
55.78K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares5.78K
TypeSH
Market value$4.25M
3.15%
Sole
5.78K
Shared
0.00
None
0.00
AGNICO EAGLE MINES LTD
DFNDShares25K
TypeSH
Market value$4.21M
3.12%
Sole
25K
Shared
0.00
None
0.00
EHANG HLDGS LTD
DFNDShares200K
TypeSH
Market value$3.71M
2.75%
Sole
200K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares14.97K
TypeSH
Market value$3.64M
2.70%
Sole
14.97K
Shared
0.00
None
0.00
KANZHUN LIMITED
DFNDShares150K
TypeSH
Market value$3.50M
2.60%
Sole
150K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.00
TypeSH
Market value$2.26M
1.68%
Sole
3.00
Shared
0.00
None
0.00
IMMUNOCORE HLDGS PLC
DFNDShares40K
TypeSH
Market value$1.45M
1.08%
Sole
40K
Shared
0.00
None
0.00
AUTOZONE INC
SOLEShares331.00
TypeSH
Market value$1.42M
1.05%
Sole
331.00
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares85.61K
TypeSH
Market value$1.37M
1.02%
Sole
85.61K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares7.30K
TypeSH
Market value$1.36M
1.01%
Sole
7.30K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares4.73K
TypeSH
Market value$1.20M
0.89%
Sole
4.73K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares10.72K
TypeSH
Market value$1.02M
0.76%
Sole
10.72K
Shared
0.00
None
0.00
PONY AI INC
SOLEShares45.20K
TypeSH
Market value$1.02M
0.75%
Sole
45.20K
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares6.85K
TypeSH
Market value$948.9K
0.70%
Sole
6.85K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares802.00
TypeSH
Market value$935.0K
0.69%
Sole
802.00
Shared
0.00
None
0.00
MIDDLEBY CORP
SOLEShares7K
TypeSH
Market value$930.5K
0.69%
Sole
7K
Shared
0.00
None
0.00
HESAI GROUP
SOLEShares30.70K
TypeSH
Market value$862.7K
0.64%
Sole
30.70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GDS HLDGS LTDDFND | SPONSORED ADS | 481.47K | SH | $18.63M 13.81% | 481.47K | 0.00 | 0.00 |
NEWMONT CORPDFND | COM | 175K | SH | $14.75M 10.94% | 175K | 0.00 | 0.00 |
NEW GOLD INC CDADFND | COM | 1.57M | SH | $11.29M 8.37% | 1.57M | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 58K | SH | $10.37M 7.69% | 58K | 0.00 | 0.00 |
ALAMOS GOLD INC NEWSOLE | COM CL A | 221.62K | SH | $7.73M 5.73% | 221.62K | 0.00 | 0.00 |
I-80 GOLD CORPDFND | COM | 7.50M | SH | $7.17M 5.31% | 7.50M | 0.00 | 0.00 |
ANGLOGOLD ASHANTI PLCDFND | COM SHS | 100K | SH | $7.03M 5.21% | 100K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JUNIOR GOLD MINE | 55.78K | SH | $5.52M 4.10% | 55.78K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 5.78K | SH | $4.25M 3.15% | 5.78K | 0.00 | 0.00 |
AGNICO EAGLE MINES LTDDFND | COM | 25K | SH | $4.21M 3.12% | 25K | 0.00 | 0.00 |
EHANG HLDGS LTDDFND | ADS | 200K | SH | $3.71M 2.75% | 200K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 14.97K | SH | $3.64M 2.70% | 14.97K | 0.00 | 0.00 |
KANZHUN LIMITEDDFND | SPONSORED ADS | 150K | SH | $3.50M 2.60% | 150K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 3.00 | SH | $2.26M 1.68% | 3.00 | 0.00 | 0.00 |
IMMUNOCORE HLDGS PLCDFND | ADS | 40K | SH | $1.45M 1.08% | 40K | 0.00 | 0.00 |
AUTOZONE INCSOLE | COM | 331.00 | SH | $1.42M 1.05% | 331.00 | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 85.61K | SH | $1.37M 1.02% | 85.61K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 7.30K | SH | $1.36M 1.01% | 7.30K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 4.73K | SH | $1.20M 0.89% | 4.73K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 10.72K | SH | $1.02M 0.76% | 10.72K | 0.00 | 0.00 |
PONY AI INCSOLE | SPONSORED ADS | 45.20K | SH | $1.02M 0.75% | 45.20K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 6.85K | SH | $948.9K 0.70% | 6.85K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 802.00 | SH | $935.0K 0.69% | 802.00 | 0.00 | 0.00 |
MIDDLEBY CORPSOLE | COM | 7K | SH | $930.5K 0.69% | 7K | 0.00 | 0.00 |
HESAI GROUPSOLE | SPONSORED ADS | 30.70K | SH | $862.7K 0.64% | 30.70K | 0.00 | 0.00 |
Page 1 of 3