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CIK: 0001910874
Total reported value
$56.2M
$56.2M
49 檔
32.0%
According to the latest 13F quarterly dataset, Eschler Asset Management LLP managed an equity portfolio of $56.2M at the end of Q4 2024, spanning 49 distinct U.S. exchange-listed positions.
In Q4 2024, Eschler Asset Management LLP adopted a defensive or profit-taking posture, trimming 9 positions and completely liquidating 32 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 13.20% | — | +156.14% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 8.60% | +2.32% | +7.60% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.57% | — | +8.61% | |
| 4 | MSTR | Strategy Inc | Stock-Tech | 6.64% | — | -83.75% | |
| 5 | BLK | Blackrock Inc | Stock-Financials | 5.31% | +0.48% | — | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 4.80% | — | — | |
| 7 | SE | Sea Ltd-adr | Stock-Comm Services | 3.99% | — | +50.94% | |
| 8 | AZO | Autozone Inc | Stock-Consumer Disc | 3.49% | — | -30.02% | |
| 9 | ELV | Elevance Health Inc | Stock-Healthcare | 2.56% | — | — | |
| 10 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 2.54% | — | +5.36% | |
| 11 | AGI | Alamos Gold Inc-class A | Stock-Materials | 2.54% | — | — | |
| 12 | AYS1 | Sandstorm Gold LTD | Stock-Other | 1.97% | — | — | |
| 13 | ARCO | Arcos Dorados Holdings Inc. | Stock-Other | 1.93% | — | +50.02% | |
| 14 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.92% | — | -84.62% | |
| 15 | LEA | Lear CORP | Stock-Consumer Disc | 1.89% | — | +30.77% | |
| 16 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.87% | — | +3.66% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.86% | +4.17% | — | |
| 18 | MQ8 | Mag Silver CORP | Stock-Other | 1.76% | — | +83.33% | |
| 19 | KKR | Kkr & Co Inc | Stock-Financials | 1.67% | — | — | |
| 20 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.32% | — | -5.99% | |
| 21 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 1.26% | — | +63.64% | |
| 22 | ✓ | Vinci Partners Invts LTD | Stock-Other | 1.18% | — | — | |
| 23 | CIM | Chimera Investment CORP | Stock-Other | 1.15% | — | — | |
| 24 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 1.14% | — | -85.51% | |
| 25 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.06% | — | +83.33% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | +0.45% | — | |
| 27 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 1.05% | — | -38.10% | |
| 28 | NOAH | Noah Holdings Ltd-spon Ads | Stock-Other | 0.96% | +0.20% | -32.36% | |
| 29 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.93% | +0.27% | — | |
| 30 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 0.93% | — | — | |
| 31 | VIPS | Vipshop Holdings LTD - Adr | Stock-Consumer Disc | 0.87% | — | — | |
| 32 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.84% | -22.69% | +66.36% | |
| 33 | VAL | Valaris Limited | Stock-Energy | 0.81% | +0.06% | — | |
| 34 | RTO | Rentokil Initial Plc-sp Adr | Stock-Other | 0.77% | — | -13.61% | |
| 35 | BHC | Bausch Health Cos Inc | Stock-Healthcare | 0.71% | +0.13% | — | |
| 36 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-Other | 0.68% | — | — | |
| 37 | SEA1EUR | Seabridge Gold Inc | Stock-Other | 0.67% | — | — | |
| 38 | EWW | Ishares Msci Mexico ETF | ETF-Other | 0.66% | — | — | |
| 39 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.63% | — | — | |
| 40 | RERE | Atrenew Inc | Stock-Other | 0.58% | +0.19% | — | |
| 41 | LXU | Lsb Industries Inc | Stock-Other | 0.54% | — | -25.00% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.51% | — | — | |
| 43 | TRUP | Trupanion Inc | Stock-Other | 0.50% | — | — | |
| 44 | TOKEUSD | Cambria Cannabis ETF | ETF-Other | 0.48% | — | — | |
| 45 | VOXR | Vox Royalty CORP | Stock-Other | 0.47% | +0.86% | NEW | |
| 46 | MLCO | Melco Resorts & Entert-adr | Stock-Other | 0.41% | — | — | |
| 47 | MSOS | Advisorshares Pure US Cann | ETF-Other | 0.40% | — | — | |
| 48 | GROY | Gold Royalty CORP | Stock-Other | 0.18% | — | — | |
| 49 | ✓ | Marketwise Inc | Stock-Other | 0.15% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RIO | Rio Tinto Plc-spon Adr | +9.2% | +156.14% | Add |
| 2 | BLK | Blackrock Inc | +5.3% | NEW | New buy |
| 3 | GOOGL | Alphabet Inc-cl A | +4.2% | +8.61% | Add |
| 4 | META | Meta Platforms Inc-class A | +3.6% | +7.60% | Add |
| 5 | ELV | Elevance Health Inc | +2.6% | NEW | New buy |
| 6 | SE | Sea Ltd-adr | +2.5% | +50.94% | Add |
| 7 | AYS1 | Sandstorm Gold LTD | +2% | NEW | New buy |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +1.9% | NEW | New buy |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | +1.7% | — | Unchanged |
| 10 | IBKR | Interactive Brokers Gro-cl A | +1.3% | +5.36% | Add |
| 11 | MQ8 | Mag Silver CORP | +1.1% | +83.33% | Add |
| 12 | ARCO | Arcos Dorados Holdings Inc. | +1% | +50.02% | Add |
| 13 | EWZ | Ishares Msci Brazil ETF | +0.9% | NEW | New buy |
| 14 | SCHW | Schwab (charles) CORP | +0.9% | +3.66% | Add |
| 15 | LEA | Lear CORP | +0.8% | +30.77% | Add |
| 16 | AGI | Alamos Gold Inc-class A | +0.8% | — | Unchanged |
| 17 | IBN | Icici Bank Ltd-spon Adr | +0.8% | +63.64% | Add |
| 18 | KKR | Kkr & Co Inc | +0.7% | — | Unchanged |
| 19 | BHC | Bausch Health Cos Inc | +0.7% | NEW | New buy |
| 20 | IWN | Ishares Russell 2000 Value E | +0.7% | +83.33% | Add |
| 21 | ASHR | Xtrackers Harvest Csi 300 Ch | +0.7% | NEW | New buy |
| 22 | EWW | Ishares Msci Mexico ETF | +0.7% | NEW | New buy |
| 23 | RERE | Atrenew Inc | +0.6% | NEW | New buy |
| 24 | UNH | Unitedhealth Group Inc | +0.5% | NEW | New buy |
| 25 | PYPL | Paypal Holdings Inc | +0.5% | -5.99% | Trim |
| 26 | TRUP | Trupanion Inc | +0.5% | NEW | New buy |
| 27 | TOKEUSD | Cambria Cannabis ETF | +0.5% | NEW | New buy |
| 28 | GDXJ | Vaneck Junior Gold Miners | +0.5% | +66.36% | Add |
| 29 | RBLX | Roblox CORP -class A | +0.5% | — | Unchanged |
| 30 | AMZN | Amazon.com Inc | +0.5% | — | Unchanged |
| 31 | ✓ | Vinci Partners Invts LTD | +0.4% | — | Unchanged |
| 32 | MLCO | Melco Resorts & Entert-adr | +0.4% | NEW | New buy |
| 33 | MSOS | Advisorshares Pure US Cann | +0.4% | NEW | New buy |
| 34 | AZO | Autozone Inc | +0.4% | -30.02% | Trim |
| 35 | CIM | Chimera Investment CORP | +0.3% | — | Unchanged |
| 36 | VIPS | Vipshop Holdings LTD - Adr | +0.2% | — | Unchanged |
| 37 | RTO | Rentokil Initial Plc-sp Adr | +0.2% | -13.61% | Trim |
| 38 | GROY | Gold Royalty CORP | +0.2% | NEW | New buy |
| 39 | PINS | Pinterest Inc- Class A | +0.2% | — | Unchanged |
| 40 | VAL | Valaris Limited | +0.2% | — | Unchanged |
| 41 | ✓ | Marketwise Inc | +0.2% | NEW | New buy |
| 42 | VOXR | Vox Royalty CORP | +0.1% | — | Unchanged |
| 43 | LXU | Lsb Industries Inc | +0.1% | -25.00% | Trim |
| 44 | SEA1EUR | Seabridge Gold Inc | 0% | — | Unchanged |
| 45 | NOAH | Noah Holdings Ltd-spon Ads | 0% | -32.36% | Trim |
| 46 | JD | Jd.com Inc-adr | -0.2% | -38.10% | Trim |
| 47 | ETSY | Etsy Inc | -0.3% | EXIT | Sold out |
| 48 | QFIN | Qfin Holdings Inc-adr | -0.3% | EXIT | Sold out |
| 49 | DIS | Walt Disney Co/the | -0.4% | EXIT | Sold out |
| 50 | UPWK | Upwork Inc | -0.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Eschler Asset Management LLP reported a total U.S. public equity portfolio value of $56.2M across 49 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RIO, META, GOOGL) accounted for 32.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $2.3M
Top Position Liquidated / Trimmed
AMT
前期市值: $1.4M
During Q4 2024, Eschler Asset Management LLP's top holdings by market value included RIO (13.2%)、META (8.6%)、GOOGL (8.6%). The largest single position, RIO, represented 13.2% of total portfolio value.
In Q4 2024, Eschler Asset Management LLP made 69 total portfolio adjustments, initiating 16 new buys, adding to 12 positions, trimming 9 holdings, and fully liquidating 32 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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