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Portfolio (Quarterly) Guide ↗

Gemsstock Ltd.

· CIK 0001724140
13F Portfolio $307M AUM 13 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 4 New 4 Added 4 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GDX VANECK ETF TRUST 767,100.0 $57.9M 18.82% +563K +275.9% $75.45 +26.5%
2 VIST VISTA ENERGY S.A.B. DE C.V Energy 713,004.0 $45.5M 14.80% +43K +6.4% $63.80 +13.3%
3 NU NU HLDGS LTD Financial Services 1,481,697.0 $19.8M 6.44% +178K +13.7% $13.36 +2.2%
4 EGO ELDORADO GOLD CORP NEW Basic Materials 360,000.0 $11.2M 3.64% +45K +14.2% $31.09 +39.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 45.9%
Financial Services 28.2%
Basic Materials 13.8%
Consumer Cyclical 8.5%
Industrials 3.6%