Investor
Gemsstock Ltd.
CIK 0001724140 · filed 2026-05-14 · SEC filing
13F book
$948.8M
Positions
28
13 new · 7 sold
Largest name
12.6%
Equinox Gold Corp. · EQX
Est. mark
$25.9M
Price effect on 15 names still held. Flow $129.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Equinox Gold Corp. | EQX | 8.28M | $119.8M | 12.6% | $2.19M | Added$46.5M |
| Gulfport Energy Corp | GPOR | 508.2K | $107.5M | 11.3% | $1.21M | Added$37.4M |
| Amazon Com Inc | AMZN | 289.3K | $60.3M | 6.3% | −$4.94M | Added$9.68M |
| Barrick Mng Corp | — | 1.36M | $55.6M | 5.9% | −$3.2M | Added$5.18M |
| Vista Energy S.A.B. De C.V. | — | 670.3K | $50.6M | 5.3% | $16.4M | Added$20.8M |
| EXPAND ENERGY Corp | EXE | 437.9K | $48.1M | 5.1% | −$232.3K | Added$3.87M |
| Eqt Corp | EQT | 736K | $46.8M | 4.9% | $6.81M | Added$10.5M |
| Antero Resources Corp | AR | 992.4K | $42.1M | 4.4% | $7.58M | Added$9.39M |
| Newmont Corp | — | 373.3K | $40.4M | 4.3% | $2.61M | Added$9.42M |
| Kaspi Kz Jsc | — | 509.1K | $37.7M | 4.0% | −$764.3K | Added$23M |
| Alphabet Inc | — | 131K | $37.6M | 4.0% | — | New |
| UBS Group AG | UBS | 630.7K | $24.2M | 2.6% | — | New |
| Grupo Financiero Galicia S.A | — | 473.4K | $22.1M | 2.3% | — | New |
| Teck Resources Ltd | — | 416.7K | $21.6M | 2.3% | $1.06M | Added$8.43M |
| Deutsche Bank A G | — | 711.8K | $20.7M | 2.2% | — | New |
| Vale S.A. | VALE | 1.27M | $20.3M | 2.1% | — | New |
| Itau Unibanco Hldg S A | — | 2.41M | $20.2M | 2.1% | $2.78M | Added$3.88M |
| Nvidia Corp | NVDA | 110K | $19.2M | 2.0% | — | New |
| Salesforce, Inc. | CRM | 100.5K | $18.8M | 2.0% | — | New |
| Nu Hldgs Ltd | — | 1.3M | $18.7M | 2.0% | — | New |
| Vaneck Etf Trust | — | 204.1K | $18.7M | 2.0% | — | New |
| Mercadolibre Inc | MELI | 10.8K | $18.7M | 2.0% | −$2.42M | Added$1.6M |
| Jpmorgan Chase & Co. | — | 63.4K | $18.6M | 2.0% | −$1.53M | Added$1.12M |
| Global X Fds | — | 241.2K | $18.4M | 1.9% | — | New |
| Comstock Res Inc | — | 813.9K | $17.2M | 1.8% | −$1.71M | Cut−$2.03M |
| Ishares Silver Tr | — | 200K | $13.6M | 1.4% | — | New |
| Eldorado Gold Corp New | — | 315.1K | $10.8M | 1.1% | — | New |
| Ishares Inc | — | 13.3K | $514K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.