Fund HoldingsEschler Asset Management LLP

Total Portfolio Value
$42.53M
Total Bought
$13.83M
Total Sold
$37.97M
Net Transaction
-$24.14M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
RIO TINTO PLC(RIO)37,27595,475+58,2002,6535,61513.20%+2,962
BLACKROCK INC(BLK)02,204+2,20402,2595.31%+2,259
ELEVANCE HEALTH INC(ELV)02,953+2,95301,0892.56%+1,089
SANDSTORM GOLD LTD0150,000+150,00008371.97%+837
TAIWAN SEMICONDUCTOR MFG LTD(TSM)03,997+3,99707891.86%+789
ALPHABET INC(GOOG)17,64019,159+1,5192,9263,6468.57%+720
SEA LTD(SE)10,60016,000+5,4009991,6983.99%+698
ISHARES INC017,500+17,50003940.93%+394
META PLATFORMS INC(META)5,8056,246+4413,3233,6578.60%+334
MAG SILVER CORP30,00055,000+25,0004217481.76%+327
BAUSCH HEALTH COS INC037,506+37,50603020.71%+302
DBX ETF TR011,000+11,00002910.68%+291
ISHARES INC06,000+6,00002810.66%+281
INTERACTIVE BROKERS GROUP IN(IBKR)5,8006,111+3118081,0802.54%+271
ATRENEW INC(RERE)086,000+86,00002480.58%+248
UNITEDHEALTH GROUP INC(UNH)0425+42502150.51%+215
TRUPANION INC(TRUP)04,437+4,43702140.50%+214
ICICI BANK LIMITED(IBN)11,00018,000+7,0003285371.26%+209
CAMBRIA ETF TR040,000+40,00002050.48%+205
ISHARES TR1,5002,750+1,2502504511.06%+201
MELCO RESORTS AND ENTMNT LTD(MLCO)030,000+30,00001740.41%+174
ADVISORSHARES TR
PURE US CANN ETF
045,000+45,00001710.40%+171
ARCOS DORADOS HOLDINGS INC(ARCO)75,000112,516+37,5166548191.93%+165
SCHWAB CHARLES CORP(SCHW)10,34510,724+3796707941.87%+123
VANECK ETF TRUST
JUNIOR GOLD MINE
5,0008,318+3,3182443560.84%+112
LEAR CORP(LEA)6,5008,500+2,0007098051.89%+95
ROBLOX CORP(RBLX)6,8506,85003033960.93%+93
KKR & CO INC(KKR)4,8154,81506297121.67%+83
GOLD ROYALTY CORP062,731+62,7310760.18%+76
AMAZON COM INC(AMZN)2,0402,04003804481.05%+67
MARKETWISE INC0110,851+110,8510630.15%+63
PAYPAL HLDGS INC(PYPL)6,9806,562-4185455601.32%+15
VINCI PARTNERS INVTS LTD
COM CL A
50,00050,00004975041.18%+7
BERKSHIRE HATHAWAY INC DEL3302,0742,0434.80%-31
PINTEREST INC(PINS)9,2309,23002992680.63%-31
RENTOKIL INITIAL PLC(RTO)15,00012,958-2,0423743280.77%-46
VOX ROYALTY CORP85,00085,00002571990.47%-58
VIPSHOP HLDGS LTD(VIPS)27,40927,40904313690.87%-62
CHIMERA INVT CORP(CIM)35,00035,00005544901.15%-64
ALAMOS GOLD INC NEW58,50058,50001,1661,0792.54%-88
VALARIS LTD(VAL)7,7507,75004323430.81%-89
LSB INDS INC(LXU)40,00030,000-10,0003222280.54%-94
SEABRIDGE GOLD INC(SA)25,00025,00004202850.67%-134
ETSY INC(ETSY)4,0000-4,0002220-222
NOAH HLDGS LTD51,60034,900-16,7006364090.96%-228
QIFU TECHNOLOGY INC(QFIN)7,6830-7,6832290-229
DISNEY WALT CO(DIS)2,5000-2,5002400-240
UPWORK INC(UPWK)25,5000-25,5002660-266
GOLAR LNG LTD
SHS
8,2760-8,2763040-304
FUTU HLDGS LTD(FUTU)3,2890-3,2893150-315
JD.COM INC(JD)20,83912,900-7,9398344471.05%-386
MIDDLESEX WTR CO(MSEX)7,2560-7,2564730-473
S&P GLOBAL INC(SPGI)9510-9514910-491
HDFC BANK LTD(HDB)8,0000-8,0005000-500
BERKSHIRE HATHAWAY INC DEL1,2070-1,2075560-556
SILVERCREST METALS INC61,0780-61,0785650-565
AUTOZONE INC(AZO)663464-1992,0881,4863.49%-603
SPDR GOLD TR(GLD)2,5000-2,5006080-608
ISHARES TR7,5000-7,5006240-624
SIBANYE STILLWATER LTD(SBSW)157,1220-157,1226460-646
PULTE GROUP INC(PHM)4,5330-4,5336510-651
GLOBAL X FDS
1 3 MO T BI ET
6,5000-6,5006530-653
EQT CORP(EQT)17,9450-17,9456580-658
TOLL BROTHERS INC(TOL)4,2620-4,2626580-658
INNOVATIVE INDL PPTYS INC(IIPR)5,1190-5,1196890-689
TESLA INC(TSLA)2,7320-2,7327150-715
JOYY INC(JOYY)21,1120-21,1127650-765
ENDEAVOUR SILVER CORP(EXK)199,4670-199,4677860-786
GIGACLOUD TECHNOLOGY INC(GCT)35,2340-35,2348100-810
MICROSOFT CORP(MSFT)1,9120-1,9128230-823
MICRON TECHNOLOGY INC(MU)8,2350-8,2358540-854
ACM RESH INC(ACMR)44,4010-44,4019010-901
NEWMONT CORP(NEM)18,8000-18,8001,0050-1,005
NETEASE INC(NTES)12,2000-12,2001,1410-1,141
EHANG HLDGS LTD83,9650-83,9651,1870-1,187
FIRST SOLAR INC(FSLR)5,2140-5,2141,3010-1,301
AES CORP(AES)65,6310-65,6311,3170-1,317
AMERICAN TOWER CORP NEW(AMT)6,0050-6,0051,3970-1,397
FIDELITY WISE ORIGIN BITCOIN(FBTC)65,00010,000-55,0003,6098161.92%-2,794
PDD HOLDINGS INC(PDD)34,5005,000-29,5004,6514851.14%-4,166
MICROSTRATEGY INC(MSTR)60,0009,750-50,25010,1162,8246.64%-7,292
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