Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Gemsstock Ltd. (CIK 1724140) reported $948.8M across 28 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: EQX ($119.8M, 12.62%), GPOR ($107.5M, 11.33%), AMZN ($60.3M, 6.35%), B ($55.6M, 5.86%), VIST ($50.6M, 5.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EQX | EQUINOX GOLD CORP | $119.8M | 12.62% | 8.3M | Added |
| 2 | GPOR | GULFPORT ENERGY CORP | $107.5M | 11.33% | 508,217 | Added |
| 3 | AMZN | AMAZON COM INC | $60.3M | 6.35% | 289,300 | Added |
| 4 | B | BARRICK MNG CORP | $55.6M | 5.86% | 1.4M | Added |
| 5 | VIST | VISTA ENERGY S.A.B. DE C.V | $50.6M | 5.33% | 670,275 | Added |
| 6 | CHK | EXPAND ENERGY CORPORATION | $48.1M | 5.07% | 437,900 | Added |
| 7 | EQT | EQT CORP | $46.8M | 4.94% | 735,967 | Added |
| 8 | AR | ANTERO RESOURCES CORP | $42.1M | 4.44% | 992,354 | Added |
| 9 | NEM | NEWMONT CORP | $40.4M | 4.26% | 373,315 | Added |
| 10 | KSPI | KASPI KZ JSC | $37.7M | 3.97% | 509,147 | Added |
| 11 | GOOG | ALPHABET INC | $37.6M | 3.96% | 131,020 | New |
| 12 | UBS | UBS GROUP AG | $24.2M | 2.55% | 630,741 | New |
| 13 | GGAL | GRUPO FINANCIERO GALICIA S.A | $22.1M | 2.33% | 473,448 | New |
| 14 | TECK | TECK RESOURCES LTD | $21.6M | 2.27% | 416,670 | Added |
| 15 | DB | DEUTSCHE BK AG | $20.7M | 2.18% | 711,800 | New |
| 16 | VALE | VALE S A | $20.3M | 2.14% | 1.3M | New |
| 17 | ITUB | ITAU UNIBANCO HLDG S A | $20.2M | 2.13% | 2.4M | Added |
| 18 | NVDA | NVIDIA CORPORATION | $19.2M | 2.02% | 110,000 | New |
| 19 | CRM | SALESFORCE INC | $18.8M | 1.98% | 100,500 | New |
| 20 | MELI | MERCADOLIBRE INC | $18.7M | 1.97% | 10,830 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $18.6M | 1.97% | 63,400 | Added |
| 22 | GDX | VANECK ETF TRUST | $18.7M | 1.97% | 204,100 | New |
| 23 | NU | NU HLDGS LTD | $18.7M | 1.97% | 1.3M | New |
| 24 | COPX | GLOBAL X FDS | $18.4M | 1.94% | 241,200 | New |
| 25 | CRK | COMSTOCK RES INC | $17.2M | 1.81% | 813,937 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31