Eschler Asset Management LLP holds a concentrated book of 33 stocks worth $100.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Bloom Energy Corp- A and trimmed Newmont Corp. Their largest long position is Vaneck Junior Gold Miners at 25% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1910874/holdings"
Use Arkolith to show Eschler Asset Management LLP's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
65% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vaneck ETF Trust JUNIOR GOLD MINE | $25.3M | 210.4K | 25.2% | ▲+5.2% Added · +10K sh | |
| 2 | I-80 Gold Corp COM | $13.7M | 9.00M | 13.6% | ▲+20% Added · +1.5M sh | |
| 3 | Newmont Corp COM | $10.8M | 100.0K | 10.8% | ▼−43% Reduced · −75K sh | |
| 4 | Alphabet Inc CAP STK CL C | $8.5M | 29.7K | 8.5% | ▲+102% Added · +15K sh | |
| 5 | Vanguard Star FDS VG TL INTL STK F | $4.8M | 62.2K | 4.8% | —Held | |
| 6 | Bloom Energy Corp COM CL A | $4.7M | 35.0K | 4.7% | ▲New New position | |
| 7 | Vanguard Index FDS S&P 500 ETF SHS | $4.5M | 7.6K | 4.5% | —Held | |
| 8 | Kanzhun Limited SPONSORED ADS | $3.3M | 250.0K | 3.3% | ▲+67% Added · +100K sh | |
| 9 | Meta Platforms Inc CL A | $3.1M | 5.4K | 3.1% | ▼−0.8% Reduced · −41 sh | |
| 10 | Immunocore Hldgs PLC ADS | $2.4M | 80.0K | 2.4% | —Held | |
| 11 | Kaspi KZ JSC SPONSORED ADS | $2.3M | 31.5K | 2.3% | ▲+125% Added · +17K sh | |
| 12 | Futu Hldgs Ltd SPON ADS CL A | $1.5M | 11.0K | 1.5% | —Held | |
| 13 | Valaris Ltd CL A | $1.4M | 14.3K | 1.4% | —Held | |
| 14 | Mercadolibre Inc COM | $1.3M | 750 | 1.3% | ▲+106% Added · +386 sh | |
| 15 | Hca Healthcare Inc COM | $1.1M | 2.3K | 1.1% | ▲+21% Added · +405 sh | |
| 16 | Boston Beer Inc CL A | $1.1M | 4.6K | 1.1% | —Held | |
| 17 | Nvidia Corporation COM | $1.0M | 5.8K | 1.0% | ▼−68% Reduced · −12K sh | |
| 18 | Nu Hldgs Ltd ORD SHS CL A | $1.0M | 70.0K | 1.0% | —Held | |
| 19 | Natural Resource Partners LP COM UNIT LTD PAR | $968K | 8.0K | 1.0% | —Held | |
| 20 | Eqt Corp COM | $943K | 14.8K | 0.9% | ▲New New position | |
| 21 | Builders Firstsource Inc COM | $795K | 9.7K | 0.8% | —Held | |
| 22 | Intrepid Potash Inc COM | $790K | 18.5K | 0.8% | ▲New New position | |
| 23 | Servicenow Inc COM | $721K | 6.9K | 0.7% | ▲New New position | |
| 24 | BlackRock Inc COM | $708K | 736 | 0.7% | ▼−3.4% Reduced · −26 sh | |
| 25 | Atrenew Inc SPONSORED ADS | $667K | 142.3K | 0.7% | ▲+128% Added · +80K sh | |
| 26 | Transocean Ltd REGISTERED SHS | $623K | 94.0K | 0.6% | ▼−35% Reduced · −50K sh | |
| 27 | Amazon Com Inc COM | $425K | 2.0K | 0.4% | ▼−6.1% Reduced · −133 sh | |
| 28 | Roblox Corp CL A | $387K | 6.8K | 0.4% | —Held | |
| 29 | Taiwan Semiconductor Manufac SPONSORED ADS | $338K | 1.0K | 0.3% | ▲New New position | |
| 30 | Hesai Group SPONSORED ADS | $331K | 17.3K | 0.3% | ▼−48% Reduced · −16K sh | |
| 31 | Kraneshares Trust CSI CHI INTERNET | $313K | 11.0K | 0.3% | ▲New New position | |
| 32 | Noah Hldgs Ltd SPON ADS | $244K | 24.6K | 0.2% | —Held | |
| 33 | Bausch Health Cos Inc COM | $203K | 37.5K | 0.2% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.