Skip to content
Disclosery

Gemsstock Ltd.

Follow

13F filer, CIK 1724140, London, United Kingdom

Gemsstock Ltd. reported $307,450,204 across 13 holdings for the quarter ended 2026-06-30, in a 13F-HR/A filed 2026-08-14. Its ten largest share positions make up 89.14% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001724140-26-000014

Period
2026-06-30
Reported value
$307M
Holdings
13
Top 10 weight
89.14%
New
4
Sold out
19

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GDXadded+563,000$42.5M
BMAnew+237,969$22M
PBRnew+937,800$15.2M
YPFnew+317,699$14.4M
CAAPnew+308,364$7.76M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GPORreduced-368,318-$62.5M
EQXreduced-6,382,105-$62M
AMZNexited-289,300-$60.3M
Bexited-1,363,284-$55.6M
EXEexited-437,900-$48.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR/A 0001724140-26-000014, largest first. % of portfolio is the value over $307,450,204, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 204,100 shares; 2026Q2: 767,100 shares 767,100$57.9M18.83%+563,000Timeline
VISTVISTA ENERGY S.A.B. DE C.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 201,668 shares; 2025Q1: 278,402 shares; 2025Q2: 246,315 shares; 2025Q3: 310,115 shares; 2025Q4: 613,017 shares; 2026Q1: 670,275 shares; 2026Q2: 713,004 shares 713,004$45.5M14.8%+42,729Timeline
KSPIKASPI KZ JSCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 132,313 shares; 2025Q1: 410,000 shares; 2025Q2: 327,362 shares; 2025Q3: 186,662 shares; 2025Q4: 188,262 shares; 2026Q1: 509,147 shares; 2026Q2: 394,491 shares 394,491$34.2M11.12%-114,656Timeline
GPORGULFPORT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,200 shares; 2025Q2: 78,195 shares; 2025Q3: 188,174 shares; 2025Q4: 337,349 shares; 2026Q1: 508,217 shares; 2026Q2: 139,899 shares 139,899$23.7M7.72%-368,318Timeline
BMABANCO MACRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 158,625 shares; 2025Q1: 206,725 shares; 2025Q2: 196,725 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 237,969 shares 237,969$22M7.17%newTimeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,179,764 shares; 2025Q1: not reported; 2025Q2: 1,130,469 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,303,621 shares; 2026Q2: 1,481,697 shares 1,481,697$19.8M6.44%+178,076Timeline
ITUBITAU UNIBANCO HLDG S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,328,500 shares; 2025Q4: 2,276,813 shares; 2026Q1: 2,408,113 shares; 2026Q2: 2,316,513 shares 2,316,513$18.9M6.16%-91,600Timeline
EQXEQUINOX GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,499,100 shares; 2024Q4: 2,556,677 shares; 2025Q1: 4,198,277 shares; 2025Q2: 5,324,477 shares; 2025Q3: 5,442,905 shares; 2025Q4: 5,217,177 shares; 2026Q1: 8,282,105 shares; 2026Q2: 1,900,000 shares 1,900,000$18.5M6.01%-6,382,105Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,500 shares; 2026Q1: 10,830 shares; 2026Q2: 10,830 shares 10,830$18.4M5.98%0Timeline
PBRPETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 937,800 shares 937,800$15.2M4.93%newTimeline
YPFYPF SOCIEDAD ANONIMAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 317,699 shares 317,699$14.4M4.7%newTimeline
EGOELDORADO GOLD CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 315,138 shares; 2026Q2: 360,000 shares 360,000$11.2M3.64%+44,862Timeline
CAAPCORPORACION AMER ARPTS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 308,364 shares 308,364$7.76M2.53%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AMZNAMAZON COM INC289,300$60.3Mshares
BBARRICK MNG CORP1,363,284$55.6Mshares
EXEEXPAND ENERGY CORPORATION437,900$48.1Mshares
EQTEQT CORP735,967$46.8Mshares
ARANTERO RESOURCES CORP992,354$42.1Mshares
NEMNEWMONT CORP373,315$40.4Mshares
GOOGALPHABET INC131,020$37.6Mshares
UBSUBS GROUP AG630,741$24.2Mshares
GGALGRUPO FINANCIERO GALICIA S.A473,448$22.1Mshares
TECKTECK RESOURCES LTD416,670$21.6Mshares
DBDEUTSCHE BK AG711,800$20.7Mshares
VALEVALE S A1,273,217$20.3Mshares
NVDANVIDIA CORPORATION110,000$19.2Mshares
CRMSALESFORCE INC100,500$18.8Mshares
JPMJPMORGAN CHASE & CO63,400$18.6Mshares
COPXGLOBAL X FDS241,200$18.4Mshares
CRKCOMSTOCK RES INC813,937$17.2Mshares
SLVISHARES SILVER TR200,000$13.6Mshares
TURISHARES INC13,300$514Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001724140-26-000013 superseded2026-08-10acceptance time not in the bulk data set
13F-HR/A 0001724140-26-000014 baserestatement2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR/A 0001724140-26-000014 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001724140-26-000013 Quarter ended 2026-06-302026-08-10acceptance time not in the bulk data set
13F-HR 0001724140-26-000005 Quarter ended 2026-03-312026-05-14acceptance time not in the bulk data set
13F-HR 0001724140-26-000003 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0001724140-25-000015 Quarter ended 2025-09-302025-11-12acceptance time not in the bulk data set
13F-HR 0001724140-25-000014 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001724140-25-000005 Quarter ended 2025-03-312025-05-13acceptance time not in the bulk data set
13F-HR 0001724140-25-000003 Quarter ended 2024-12-312025-02-13acceptance time not in the bulk data set
13F-HR 0001724140-24-000019 Quarter ended 2024-09-302024-11-08acceptance time not in the bulk data set
13F-HR 0001724140-24-000011 Quarter ended 2024-06-302024-08-06acceptance time not in the bulk data set
13F-HR 0001724140-24-000007 Quarter ended 2024-03-312024-05-08acceptance time not in the bulk data set
13F-HR 0001724140-24-000003 Quarter ended 2023-12-312024-02-09acceptance time not in the bulk data set
13F-HR 0001724140-23-000010 Quarter ended 2023-09-302023-11-09acceptance time not in the bulk data set
13F-HR 0001724140-23-000008 Quarter ended 2023-06-302023-08-10acceptance time not in the bulk data set
13F-HR 0001724140-23-000006 Quarter ended 2023-03-312023-05-10acceptance time not in the bulk data set
13F-HR/A 0001724140-23-000004 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR/A 0001724140-23-000003 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001724140-23-000002 Quarter ended 2022-12-312023-02-08acceptance time not in the bulk data set
13F-HR 0001724140-22-000007 Quarter ended 2022-09-302022-11-09acceptance time not in the bulk data set
13F-HR 0001724140-22-000005 Quarter ended 2022-06-302022-08-09acceptance time not in the bulk data set
13F-HR 0001724140-22-000004 Quarter ended 2022-03-312022-05-09acceptance time not in the bulk data set
13F-HR 0001724140-22-000002 Quarter ended 2021-12-312022-02-07acceptance time not in the bulk data set
13F-HR 0001724140-21-000009 Quarter ended 2021-09-302021-11-10acceptance time not in the bulk data set
13F-HR 0001724140-21-000008 Quarter ended 2021-06-302021-08-09acceptance time not in the bulk data set
13F-HR 0001724140-21-000004 Quarter ended 2021-03-312021-05-14acceptance time not in the bulk data set
13F-HR 0001724140-21-000002 Quarter ended 2020-12-312021-02-12acceptance time not in the bulk data set
13F-HR 0001724140-20-000010 Quarter ended 2020-09-302020-11-09acceptance time not in the bulk data set
13F-HR 0001724140-20-000009 Quarter ended 2020-06-302020-08-11acceptance time not in the bulk data set
13F-HR 0001724140-20-000008 Quarter ended 2020-03-312020-05-13acceptance time not in the bulk data set
13F-HR 0001724140-20-000006 Quarter ended 2019-12-312020-02-14acceptance time not in the bulk data set