Eschler Asset Management LLP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Eschler Asset Management LLP disclosed 33 US equity positions worth $55.9m in its Q2 2026 13F filing. The largest position was VXUS at 9.5% of the reported book, followed by VOO and GOOG. Against the Q1 2026 filing, it opened 11 new positions, added to 4 and reduced 8 among the top 33 holdings.
What did Eschler Asset Management LLP own in Q2 2026? Top 33 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | VXUS VANGUARD STAR FDS | 9.5% | $5.3m | 62,218 | 0% | held | |
| 2 | VOO VANGUARD INDEX FDS | 9.3% | $5.2m | 7,552 | 0% | held | |
| 3 | GOOG ALPHABET INC | Communication Services | 9.2% | $5.1m | 14,540 | -51% | reduced |
| 4 | ITA ISHARES TR | 8.9% | $5.0m | 20,571 | – | new | |
| 5 | KSPI KASPI KZ JSC | Technology | 5.9% | $3.3m | 37,983 | 21% | added |
| 6 | META META PLATFORMS INC | Communication Services | 5.4% | $3.0m | 5,355 | 0% | held |
| 7 | VGSH VANGUARD SCOTTSDALE FDS | 5.1% | $2.8m | 48,682 | – | new | |
| 8 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 4.5% | $2.5m | 5,305 | 430% | added |
| 9 | SNDK SANDISK CORP | Technology | 4.5% | $2.5m | 1,105 | – | new |
| 10 | XLI SELECT SECTOR SPDR TR | 4.3% | $2.4m | 13,074 | – | new | |
| 11 | MELI MERCADOLIBRE INC | Consumer Cyclical | 2.8% | $1.6m | 921 | 23% | added |
| 12 | NU NU HLDGS LTD | Financial Services | 2.7% | $1.5m | 112,000 | 60% | added |
| 13 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 2.6% | $1.4m | 4,358 | – | new |
| 14 | GDXJ VANECK ETF TRUST | 2.5% | $1.4m | 14,245 | -93% | reduced | |
| 15 | NVDA NVIDIA CORPORATION | Technology | 2.0% | $1.1m | 5,478 | -5% | reduced |
| 16 | HOOD ROBINHOOD MKTS INC | Financial Services | 2.0% | $1.1m | 10,876 | – | new |
| 17 | HRB BLOCK H & R INC | Consumer Cyclical | 1.8% | $1.0m | 27,000 | – | new |
| 18 | DUOL DUOLINGO INC | Technology | 1.6% | $897.8k | 7,806 | – | new |
| 19 | HCA HCA HEALTHCARE INC | Healthcare | 1.5% | $853.7k | 2,190 | -5% | reduced |
| 20 | CPRT COPART INC | Industrials | 1.5% | $845.7k | 30,000 | – | new |
| 21 | VALARIS LTD | 1.5% | $820.4k | 11,300 | -21% | reduced | |
| 22 | SAM BOSTON BEER INC | Consumer Defensive | 1.5% | $814.3k | 4,600 | 0% | held |
| 23 | NRP NATURAL RESOURCE PARTNERS LP | 1.4% | $776.0k | 8,000 | 0% | held | |
| 24 | NOW SERVICENOW INC | Technology | 1.2% | $685.0k | 6,900 | 0% | held |
| 25 | BZ KANZHUN LIMITED | Communication Services | 1.2% | $682.1k | 53,000 | -79% | reduced |
| 26 | BLK BLACKROCK INC | Financial Services | 1.2% | $669.1k | 696 | -5% | reduced |
| 27 | AMZN AMAZON COM INC | Consumer Cyclical | 0.9% | $486.1k | 2,040 | 0% | held |
| 28 | RERE ATRENEW INC | Consumer Cyclical | 0.9% | $482.2k | 124,600 | -12% | reduced |
| 29 | VOXR VOX ROYALTY CORP | 0.9% | $481.4k | 102,000 | – | new | |
| 30 | RBLX ROBLOX CORP | Communication Services | 0.7% | $372.4k | 6,850 | 0% | held |
| 31 | NOAH NOAH HLDGS LTD | 0.4% | $245.8k | 24,600 | 0% | held | |
| 32 | MRVL MARVELL TECHNOLOGY INC | Technology | 0.4% | $238.3k | 800 | – | new |
| 33 | BHC BAUSCH HEALTH COS INC | Healthcare | 0.3% | $184.9k | 37,506 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.