account_balance
Investment manager · 13F filer · SEC CIK 1724140
Gemsstock Ltd.
Reported value$337Mas of Jun 30, 2026
Positions14 5 new, 19 sold out
Top 10 weight85.6%GDX alone is 17%
FiledAug 1041 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GDXVaneck ETF Trust
17.2%Added +276%
VISTVista Energy S.a.b. de C.v
13.5%Added +6%
KSPIKaspi Kz JSC
10.1%Trimmed −23%
GLDSPDR Gold Tr
8.9%New
GPORGulfport Energy Corp
7.0%Trimmed −72%
BMABanco Macro S A
6.5%New
NUNu Hldgs Ltd
5.9%Added +14%
ITUBItau Unibanco HLDG S A
5.6%Trimmed −4%
EQXEquinox Gold Corp
5.5%Trimmed −77%
MELIMercadolibre Inc
5.4%
PBRPetroleo Brasileiro S A
4.5%New
YPFYpf Sociedad Anonima
4.3%New
GDXVaneck ETF Trust
17.2%Added +276%
VISTVista Energy S.a.b. de C.v
13.5%Added +6%
KSPI10.1%GLD8.9%GPOR7.0%BMA6.5%NU5.9%ITUB5.6%EQX5.5%MELI5.4%PBR4.5%YPF4.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GDX Vaneck ETF Trust 17.2% Added +276%
VIST Vista Energy S.a.b. de C.v 13.5% Added +6%KSPI Kaspi Kz JSC 10.1% Trimmed −23%GLD SPDR Gold Tr 8.9% NewGPOR Gulfport Energy Corp 7.0% Trimmed −72%BMA Banco Macro S A 6.5% NewNU Nu Hldgs Ltd 5.9% Added +14%ITUB Itau Unibanco HLDG S A 5.6% Trimmed −4%EQX Equinox Gold Corp 5.5% Trimmed −77%MELI Mercadolibre Inc 5.4% HeldPBR Petroleo Brasileiro S A 4.5% NewYPF Ypf Sociedad Anonima 4.3% NewWhat changed