ESCHLER ASSET MANAGEMENT LLP
ESCHLER ASSET MANAGEMENT LLP runs ESCHLER ASSET MANAGEMENT LLP and currently holds 34 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $56.19M. Their top holdings are VXUS, VOO, GOOG, ITA, META. The top five represent 42.1% of reported portfolio weight. ESCHLER ASSET MANAGEMENT LLP ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, ESCHLER ASSET MANAGEMENT LLP initiated 10 new positions. They added to 4 existing positions. They trimmed 6 positions. Their current best-performing preview position is TSM with returns of +41.31%.
34 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
VXUS VANGUARD STAR FDS | 9.46% | $75.44 | $87.71 | +16.26% | Held |
VOO VANGUARD INDEX FDS | 9.23% | $627.13 | $703.77 | +12.22% | Held |
GOOG ALPHABET INC | 9.14% | $300.19 | $341.75 | +13.84% | Trimmed -51.04% |
ITA ISHARES TR | 8.87% | $242.42 | $237.38 | -2.08% | New Buy |
META META PLATFORMS INC | 5.37% | $377.26 | $549.90 | +45.76% | Held |
VGSH VANGUARD SCOTTSDALE FDS | 5.04% | $58.20 | $58.13 | -0.12% | New Buy |
TSM TAIWAN SEMICONDUCTOR MANUFAC | 4.51% | $451.25 | $418.87 | -7.18% | Added +430.50% |
SNDK SANDISK CORP | 4.47% | $2,273.73 | $1,596.10 | -29.80% | New Buy |
XLI SELECT SECTOR SPDR TR | 4.31% | $185.23 | $180.23 | -2.70% | New Buy |
MELI MERCADOLIBRE INC | 2.78% | $1,890.88 | $1,922.73 | +1.68% | Added +22.80% |
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