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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 KASPI KZ JSC 394,491.0 $34.2M 11.12% -115K -22.5% $86.64
2 GPOR GULFPORT ENERGY CORP Energy 139,899.0 $23.7M 7.72% -368K -72.5% $169.70 -5.9%
3 ITUB ITAU UNIBANCO HLDG S A Financial Services 2,316,513.0 $18.9M 6.16% -92K -3.8% $8.17 +0.4%
4 EQX EQUINOX GOLD CORP Basic Materials 1,900,000.0 $18.5M 6.01% -6.4M -77.1% $9.72 +28.1%

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%