Gemsstock Ltd.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 6, 2024), Gemsstock Ltd. reported 13 stock positions worth $313.7 million. Its top holding was Amazon.com (AMZN) at 17.1% of the portfolio, followed by Teck Resources Ltd.-CLS B (TECK, 12.8%) and Alphabet Class C (GOOG, 12.6%). Compared with Q1 2024, it opened 5 new positions, sold out of 5, added to 6 and reduced 1. The biggest buy was Amazon.com (AMZN, shares +94%) and the biggest sale an exit from Nu Holdings Ltd./Cayman Isl-A (NU).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001724140
- Portfolio Value
- $313.7M (Q2 2024)
- SEC Filing
- 0001724140-24-000011 ↗ filed Aug 6, 2024
Holdings Value
Holdings 13 stocks · $313.7M
| AMZN Amazon.com Inc. | 17.07% | 277,065 | $53.5M | Add +94.4% |
| TECK Teck Resources Ltd.-CLS B | 12.80% | 838,170 | $40.1M | Add +1.4% |
| GOOG Alphabet Inc. Class C | 12.56% | 214,800 | $39.4M | Add +15.7% |
| AVGO Broadcom Inc. | 11.26% | 22,000 | $35.3M | Add +9.4% |
| TSM Taiwan Semiconductor-SP ADR | 10.62% | 191,700 | $33.3M | Add +16.7% |
| JPM JPMorgan Chase & Co. | 8.77% | 136,000 | $27.5M | Add +3.4% |
| SHEL Shell PLC-ADR | 5.72% | 248,424 | $17.9M | Reduce -1.0% |
| VIST Vista Energy Sab DE CV | 4.24% | 292,600 | $13.3M | New |
| EQX Equinox Gold Corp. | 4.16% | 2,499,100 | $13.0M | New |
| NEM Newmont Corp. | 4.07% | 305,100 | $12.8M | New |
| B Barrick Gold Corp. | 3.99% | 750,700 | $12.5M | New |
| GDXJ Vaneck Junior Gold Miners | 3.80% | 283,300 | $11.9M | New |
| TE T1 Energy Inc. filed as FREYR BATTERY INC | 0.93% | 1,715,915 | $2.9M | No change |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| AMZN Amazon.com Inc. | Add +94.4% | 17.07% | +7.37 |
| VIST Vista Energy Sab DE CV | New | 4.24% | +4.24 |
| EQX Equinox Gold Corp. | New | 4.16% | +4.16 |
| NEM Newmont Corp. | New | 4.07% | +4.07 |
| B Barrick Gold Corp. | New | 3.99% | +3.99 |
| GDXJ Vaneck Junior Gold Miners | New | 3.80% | +3.80 |
| TSM Taiwan Semiconductor-SP ADR | Add +16.7% | 10.62% | +2.19 |
| GOOG Alphabet Inc. Class C | Add +15.7% | 12.56% | +1.90 |
| AVGO Broadcom Inc. | Add +9.4% | 11.26% | +1.21 |
| JPM JPMorgan Chase & Co. | Add +3.4% | 8.77% | −1.17 |
| TECK Teck Resources Ltd.-CLS B | Add +1.4% | 12.80% | −1.48 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 13 | $307.5M | GDX, VIST, KSPI, GPOR, BMA |
| Q1 2026 | 28 | $948.8M | EQX, GPOR, AMZN, B, VIST |
| Q4 2025 | 22 | $793.4M | EQX, GPOR, SOXX, QQQ, AMZN |
| Q3 2025 | 15 | $486.1M | EEM, EQX, EQT, GDXJ, NEM |
| Q2 2025 | 17 | $560.9M | EEM, EWZ, EQX, DB, KSPI |
| Q1 2025 | 18 | $265.4M | KSPI, EQX, GGAL, TECK, BMA |
| Q4 2024 | 16 | $483.2M | QQQ, RSP, GOOG, AMZN, NU |
| Q3 2024 | 9 | $206.8M | QQQ, AMZN, B, NEM, GOOG |
| Q2 2024 | 13 | $313.7M | AMZN, TECK, GOOG, AVGO, TSM |
| Q1 2024 | 13 | $265.0M | TECK, NU, GOOG, AVGO, JPM |