Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Gemsstock Ltd. (CIK 1724140) reported $307.5M across 13 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GDX ($57.9M, 18.83%), VIST ($45.5M, 14.80%), KSPI ($34.2M, 11.12%), GPOR ($23.7M, 7.72%), BMA ($22.0M, 7.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GDX | VANECK ETF TRUST | $57.9M | 18.83% | 767,100 | Added |
| 2 | VIST | VISTA ENERGY S.A.B. DE C.V | $45.5M | 14.80% | 713,004 | Added |
| 3 | KSPI | KASPI KZ JSC | $34.2M | 11.12% | 394,491 | Trimmed |
| 4 | GPOR | GULFPORT ENERGY CORP | $23.7M | 7.72% | 139,899 | Trimmed |
| 5 | BMA | BANCO MACRO S A | $22.0M | 7.17% | 237,969 | New |
| 6 | NU | NU HLDGS LTD | $19.8M | 6.44% | 1.5M | Added |
| 7 | ITUB | ITAU UNIBANCO HLDG S A | $18.9M | 6.16% | 2.3M | Trimmed |
| 8 | EQX | EQUINOX GOLD CORP | $18.5M | 6.01% | 1.9M | Trimmed |
| 9 | MELI | MERCADOLIBRE INC | $18.4M | 5.98% | 10,830 | Hold |
| 10 | PBR | PETROLEO BRASILEIRO S A | $15.2M | 4.93% | 937,800 | New |
| 11 | YPF | YPF SOCIEDAD ANONIMA | $14.4M | 4.70% | 317,699 | New |
| 12 | EGO | ELDORADO GOLD CORP NEW | $11.2M | 3.64% | 360,000 | Added |
| 13 | CAAP | CORPORACION AMER ARPTS S A | $7.8M | 2.53% | 308,364 | New |
| 14 | JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | Exited |
| 15 | SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | Exited |
| 16 | TUR | ISHARES INC | $0 | 0.00% | 0 | Exited |
| 17 | GGAL | GRUPO FINANCIERO GALICIA S.A | $0 | 0.00% | 0 | Exited |
| 18 | COPX | GLOBAL X FDS | $0 | 0.00% | 0 | Exited |
| 19 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
| 20 | NEM | NEWMONT CORP | $0 | 0.00% | 0 | Exited |
| 21 | NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | Exited |
| 22 | EQT | EQT CORP | $0 | 0.00% | 0 | Exited |
| 23 | CRM | SALESFORCE INC | $0 | 0.00% | 0 | Exited |
| 24 | TECK | TECK RESOURCES LTD | $0 | 0.00% | 0 | Exited |
| 25 | VALE | VALE S A | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30