Holders — by stockHoldings — by fund
Gemsstock Ltd.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001724140
$307.5M
disclosed book value
13
positions
18.8%
largest position share
Positions, as of 2026-06-30
top 13 of 13 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GDXVANECK ETF TRUST | 767,100 | $57.9M | 18.8% |
| 2 | VISTVISTA ENERGY S.A.B. DE C.V | 713,004 | $45.5M | 14.8% |
| 3 | KSPIKASPI KZ JSC | 394,491 | $34.2M | 11.1% |
| 4 | GPORGULFPORT ENERGY CORP | 139,899 | $23.7M | 7.7% |
| 5 | BMABANCO MACRO S A | 237,969 | $22.0M | 7.2% |
| 6 | NUNU HLDGS LTD | 1.5M | $19.8M | 6.4% |
| 7 | ITUBITAU UNIBANCO HLDG S A | 2.3M | $18.9M | 6.2% |
| 8 | EQXEQUINOX GOLD CORP | 1.9M | $18.5M | 6% |
| 9 | MELIMERCADOLIBRE INC | 10,830 | $18.4M | 6% |
| 10 | PBRPETROLEO BRASILEIRO S A | 937,800 | $15.2M | 4.9% |
| 11 | YPFYPF SOCIEDAD ANONIMA | 317,699 | $14.4M | 4.7% |
| 12 | EGOELDORADO GOLD CORP NEW | 360,000 | $11.2M | 3.6% |
| 13 | CAAPCORPORACION AMER ARPTS S A | 308,364 | $7.8M | 2.5% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.