Theron de Ris

Eschler Asset Management Llp

Assets Managed

$100.321M

Holdings

Last Quarter

2026 - Q1

Filed Date

20d ago

Growth Rate

-32.37%(2Q avg: -11.19%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Eschler Asset Management Llp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 33 positions.

Assets under management

The assets under management (AUM) of Eschler Asset Management Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 100.321M in assets, with a quarterly growth rate of -32.37% and a 2-quarter average growth rate of -11.19%. The portfolio is managed by Theron de Ris, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
GDXJ Vaneck Junior Gold Miners Recent Activity Increased 5.23%	25.19%	$25.262M 210,448 shares@ $120.04 avg price	Increased 5.23%
IAUX I-80 Gold Corp Recent Activity Increased 20%	13.64%	$13.68M 9M shares@ $1.52 avg price	Increased 20%
NEM Newmont Corp Recent Activity Decreased -42.85%	10.8%	$10.825M 100,000 shares@ $108.25 avg price	Decreased -42.85%
GOOG Alphabet Inc-cl C Recent Activity Increased 102.17%	8.5%	$8.519M 29,698 shares@ $286.86 avg price	Increased 102.17%
VXUS Vanguard Total Intl Stock Recent Activity	4.79%	$4.798M 62,218 shares@ $77.12 avg price
BE Bloom Energy Corp- A Recent Activity New Position	4.73%	$4.742M 35,000 shares@ $135.49 avg price	New Position
VOO Vanguard S&p 500 Etf Recent Activity	4.5%	$4.513M 7,552 shares@ $597.56 avg price
BZ Kanzhun Ltd - Adr Recent Activity Increased 66.67%	3.34%	$3.348M 250,000 shares@ $13.39 avg price	Increased 66.67%
META Meta Platforms Inc-class A Recent Activity Decreased -0.75%	3.06%	$3.064M 5,355 shares@ $572.13 avg price	Decreased -0.75%
IMCR Immunocore Holdings Plc-adr Recent Activity	2.41%	$2.412M 80,000 shares@ $30.15 avg price

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