Gemsstock Ltd.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 8, 2024), Gemsstock Ltd. reported 9 stock positions worth $206.8 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 18.9% of the portfolio, followed by Amazon.com (AMZN, 12.6%) and Barrick Gold (B, 12.2%). Compared with Q2 2024, it opened 2 new positions, sold out of 6, added to 2 and reduced 3. The biggest buy was a new position in Invesco QQQ Trust Series 1 (QQQ) and the biggest sale an exit from Broadcom (AVGO).

Most Recent 13F
Q2 2026
Location
London, X0
CIK
0001724140
Portfolio Value
$206.8M (Q3 2024)
SEC Filing
0001724140-24-000019 ↗ filed Nov 8, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $265.0M Q1 2024 Q2 2024: $313.7M Q2 2024 Q3 2024: $206.8M $206.8M Q3 2024 Q4 2024: $483.2M Q4 2024 Q1 2025: $265.4M Q1 2025 Q2 2025: $560.9M Q2 2025 Q3 2025: $486.1M Q3 2025 Q4 2025: $793.4M Q4 2025 Q1 2026: $948.8M Q1 2026 Q2 2026: $307.5M Q2 2026

Holdings 9 stocks · $206.8M
QQQ Invesco QQQ Trust Series 1 18.91% 80,100 $39.1M New
AMZN Amazon.com Inc. 12.58% 139,565 $26.0M Reduce -49.6%
B Barrick Gold Corp. 12.21% 1,269,600 $25.3M Add +69.1%
NEM Newmont Corp. 12.00% 464,300 $24.8M Add +52.2%
GOOG Alphabet Inc. Class C 11.70% 144,700 $24.2M Reduce -32.6%
TECK Teck Resources Ltd.-CLS B 10.44% 413,070 $21.6M Reduce -50.7%
BABA Alibaba Group Holding-SP ADR 8.10% 157,800 $16.7M New
EQX Equinox Gold Corp. 7.37% 2,499,100 $15.2M No change
GDXJ Vaneck Junior Gold Miners 6.69% 283,300 $13.8M No change

Portfolio Sells Q2 2024 → Q3 2024
AVGO Broadcom Inc. Sold out 0.00% −11.26
TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −10.62
JPM JPMorgan Chase & Co. Sold out 0.00% −8.77
SHEL Shell PLC-ADR Sold out 0.00% −5.72
AMZN Amazon.com Inc. Reduce -49.6% 12.58% −4.49
VIST Vista Energy Sab DE CV Sold out 0.00% −4.24
TECK Teck Resources Ltd.-CLS B Reduce -50.7% 10.44% −2.36
TE T1 Energy Inc. Sold out 0.00% −0.93
GOOG Alphabet Inc. Class C Reduce -32.6% 11.70% −0.86

Portfolio Buys Q2 2024 → Q3 2024
QQQ Invesco QQQ Trust Series 1 New 18.91% +18.91
B Barrick Gold Corp. Add +69.1% 12.21% +8.22
BABA Alibaba Group Holding-SP ADR New 8.10% +8.10
NEM Newmont Corp. Add +52.2% 12.00% +7.93

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026Amended 13$307.5MGDX, VIST, KSPI, GPOR, BMA
Q1 2026 28$948.8MEQX, GPOR, AMZN, B, VIST
Q4 2025 22$793.4MEQX, GPOR, SOXX, QQQ, AMZN
Q3 2025 15$486.1MEEM, EQX, EQT, GDXJ, NEM
Q2 2025 17$560.9MEEM, EWZ, EQX, DB, KSPI
Q1 2025 18$265.4MKSPI, EQX, GGAL, TECK, BMA
Q4 2024 16$483.2MQQQ, RSP, GOOG, AMZN, NU
Q3 2024 9$206.8MQQQ, AMZN, B, NEM, GOOG
Q2 2024 13$313.7MAMZN, TECK, GOOG, AVGO, TSM
Q1 2024 13$265.0MTECK, NU, GOOG, AVGO, JPM