Gemsstock Ltd.
Net seller this quarter
$307M
12
-$588M
75.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VIST | $45.5M | 14.80% | 0.75% | +6.4% | Q2 2024 |
 KSPI | $34.2M | 11.12% | 0.21% | -22.5% | Q4 2024 |
 GPOR | $23.7M | 7.72% | 0.79% | -72.5% | Q1 2025 |
 BMA | $22M | 7.17% | 0.04% | Not reported | Q4 2024 |
 NU | $19.8M | 6.44% | Not reported | +13.7% | Q2 2023 |
 ITUB | $18.9M | 6.16% | 0.04% | -3.8% | Q2 2023 |
 EQX | $18.5M | 6.01% | 0.24% | -77.1% | Q2 2024 |
 MELI | $18.4M | 5.98% | 0.02% | Not reported | Q4 2025 |
 PBR | $15.2M | 4.93% | 0.01% | Not reported | Q4 2019 |
 YPF | $14.4M | 4.70% | 0.08% | New | Q2 2026 |
 EGO | $11.2M | 3.64% | 0.18% | +14.2% | Q1 2026 |
 CAAP | $7.76M | 2.53% | 0.19% | New | Q2 2026 |
| Q1 2026 | |||||
| EQX | $120M | 12.62% | 1.05% | +58.8% | Q2 2024 |
| GPOR | $108M | 11.33% | 2.81% | +50.7% | Q1 2025 |
 AMZN | $60.3M | 6.35% | 0.00% | +32.0% | Q4 2019 |
 B | $55.6M | 5.86% | 0.08% | +17.7% | Q2 2025 |
| VIST | $50.6M | 5.33% | 0.70% | +9.3% | Q2 2024 |
 EXE | $48.1M | 5.07% | 0.18% | +9.3% | Q3 2025 |
 EQT | $46.8M | 4.94% | 0.12% | +8.5% | Q1 2025 |
 AR | $42.1M | 4.44% | 0.32% | +4.5% | Q2 2022 |
 NEM | $40.4M | 4.26% | 0.03% | +20.3% | Q2 2024 |
| KSPI | $37.7M | 3.97% | 0.27% | +170.5% | Q4 2024 |
 GOOG | $37.6M | 3.96% | Not reported | Not reported | Q4 2019 |
 UBS | $24.2M | 2.55% | 0.02% | New | Q1 2026 |
 GGAL | $22.1M | 2.33% | Not reported | Not reported | Q4 2024 |
 TECK | $21.6M | 2.27% | Not reported | +51.9% | Q2 2022 |
 DB | $20.7M | 2.18% | 0.04% | Not reported | Q4 2024 |
 VALE | $20.3M | 2.14% | 0.04% | Not reported | Q1 2022 |
| ITUB | $20.2M | 2.13% | 0.04% | +5.8% | Q2 2023 |
 NVDA | $19.2M | 2.02% | 0.00% | Not reported | Q3 2021 |
 CRM | $18.8M | 1.98% | 0.01% | New | Q1 2026 |
| NU | $18.7M | 1.97% | Not reported | Not reported | Q2 2023 |
| MELI | $18.7M | 1.97% | 0.02% | +27.4% | Q4 2025 |
 JPM | $18.6M | 1.97% | 0.00% | +16.5% | Q3 2020 |
 CRK | $17.2M | 1.81% | 0.28% | -1.7% | Q4 2025 |
 SLV | $13.6M | 1.44% | 0.03% | Not reported | Q2 2020 |
| EGO | $10.8M | 1.14% | 0.16% | New | Q1 2026 |
| TURN | $514K | 0.05% | Not reported | Not reported | Q4 2019 |
| Q4 2025 | |||||
| EQX | $73.2M | 9.23% | 0.66% | -4.2% | Q2 2024 |
| GPOR | $70.2M | 8.84% | 1.79% | +79.3% | Q1 2025 |
 QQQ | $52.5M | 6.61% | Not reported | Not reported | Q3 2024 |
| AMZN | $50.6M | 6.37% | 0.00% | Not reported | Q4 2019 |
| B | $50.4M | 6.36% | 0.07% | +8.5% | Q2 2025 |
| EXE | $44.2M | 5.57% | 0.17% | +75.0% | Q3 2025 |
| EQT | $36.4M | 4.58% | 0.11% | +0.9% | Q1 2025 |
 SMH | $35.9M | 4.53% | Not reported | +81.1% | Q3 2025 |
| AR | $32.7M | 4.13% | 0.31% | +34.1% | Q2 2022 |
 MSFT | $32.4M | 4.08% | 0.00% | Not reported | Q3 2021 |
| NEM | $31M | 3.91% | 0.03% | -26.5% | Q2 2024 |
| VIST | $29.8M | 3.76% | 0.64% | +97.7% | Q2 2024 |
| CRK | $19.2M | 2.42% | 0.28% | New | Q4 2025 |
| JPM | $17.5M | 2.21% | 0.00% | Not reported | Q3 2020 |
| MELI | $17.1M | 2.16% | 0.02% | New | Q4 2025 |
| ITUB | $16.3M | 2.05% | 0.04% | -5.1% | Q2 2023 |
| KSPI | $14.7M | 1.85% | 0.10% | +0.9% | Q4 2024 |
| TECK | $13.1M | 1.66% | Not reported | -3.7% | Q2 2022 |
| Q3 2025 | |||||
| EQX | $61.1M | 12.56% | 1.20% | +2.2% | Q2 2024 |
| EQT | $36.6M | 7.53% | 0.11% | +116.0% | Q1 2025 |
| NEM | $35.6M | 7.32% | 0.04% | +5.1% | Q2 2024 |
| B | $35M | 7.19% | 0.06% | -7.0% | Q2 2025 |
| GPOR | $34.1M | 7.01% | 0.97% | +140.7% | Q1 2025 |
| EXE | $24.3M | 5.00% | 0.10% | New | Q3 2025 |
| AR | $23.8M | 4.89% | 0.23% | +49.8% | Q2 2022 |
| SMH | $18M | 3.70% | Not reported | New | Q3 2025 |
| DB | $17.2M | 3.55% | 0.03% | -52.3% | Q4 2024 |
| ITUB | $17.1M | 3.52% | 0.04% | Not reported | Q2 2023 |
| KSPI | $15.2M | 3.14% | 0.10% | -43.0% | Q4 2024 |
| TECK | $12.5M | 2.57% | Not reported | -18.4% | Q2 2022 |
| VIST | $10.7M | 2.19% | 0.33% | +25.9% | Q2 2024 |