Vault-13

Gemsstock Ltd.

London, X0 · CIK 1724140 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$307.5m reported value -67.6% vs Q1 2026
13positions
89.1%in top 10
4 new 4 added 4 reduced 19 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 VANECK ETF TRUST GOLD MINERS ETF GDX GDX 767,100 $57.9m18.83% 18.83% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 204.1k, Q2 2026 767.1k +563.0k +563,000 275.9%
2 VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS VIST VIST 713,004 $45.5m14.80% 14.80% AddedShares held: Q3 2025 310.1k, Q4 2025 613.0k, Q1 2026 670.3k, Q2 2026 713.0k +42.7k +42,729 6.4%
3 KASPI KZ JSC SPONSORED ADS KSPI KSPI 394,491 $34.2m11.12% 11.12% ReducedShares held: Q3 2025 186.7k, Q4 2025 188.3k, Q1 2026 509.1k, Q2 2026 394.5k -114.7k -114,656 -22.5%
4 GULFPORT ENERGY CORP COMMON SHARES GPOR GPOR 139,899 $23.7m7.72% 7.72% ReducedShares held: Q3 2025 188.2k, Q4 2025 337.3k, Q1 2026 508.2k, Q2 2026 139.9k -368.3k -368,318 -72.5%
5 BANCO MACRO SA SPON ADR B BMA BMA 237,969 $22.0m7.17% 7.17% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 238.0k
6 NU HLDGS LTD ORD SHS CL A NU NU 1,481,697 $19.8m6.44% 6.44% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.3m, Q2 2026 1.5m +178.1k +178,076 13.7%
7 ITAU UNIBANCO HLDG S A SPON ADR REP PFD ITUB ITUB 2,316,513 $18.9m6.16% 6.16% ReducedShares held: Q3 2025 2.3m, Q4 2025 2.3m, Q1 2026 2.4m, Q2 2026 2.3m -91.6k -91,600 -3.8%
8 EQUINOX GOLD CORP COM EQX EQX 1,900,000 $18.5m6.01% 6.01% ReducedShares held: Q3 2025 5.4m, Q4 2025 5.2m, Q1 2026 8.3m, Q2 2026 1.9m -6.4m -6,382,105 -77.1%
9 MERCADOLIBRE INC COM MELI MELI 10,830 $18.4m5.98% 5.98% UnchangedShares held: Q3 2025 0, Q4 2025 8.5k, Q1 2026 10.8k, Q2 2026 10.8k
10 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR PBR PBR 937,800 $15.2m4.93% 4.93% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 937.8k
11 YPF SOCIEDAD ANONIMA SPON ADR CL D YPF YPF 317,699 $14.4m4.70% 4.70% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 317.7k
12 ELDORADO GOLD CORP NEW COM EGO EGO 360,000 $11.2m3.64% 3.64% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 315.1k, Q2 2026 360.0k +44.9k +44,862 14.2%
13 CORPORACION AMER ARPTS S A COM CAAP CAAP 308,364 $7.8m2.53% 2.53% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 308.4k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
AMAZON COM INC AMZN AMZN 289,300 $60.3m289.3k shares
BARRICK MNG CORP B B 1,363,284 $55.6m1.4m shares
EXPAND ENERGY CORPORATION EXE EXE 437,900 $48.1m437.9k shares
EQT CORP EQT EQT 735,967 $46.8m736.0k shares
ANTERO RESOURCES CORP AR AR 992,354 $42.1m992.4k shares
NEWMONT CORP NEM NEM 373,315 $40.4m373.3k shares
ALPHABET INC GOOG GOOG 131,020 $37.6m131.0k shares
UBS GROUP AG UBS UBS 630,741 $24.2m630.7k shares
GRUPO FINANCIERO GALICIA S.A GGAL GGAL 473,448 $22.1m473.4k shares
TECK RESOURCES LTD TECK TECK 416,670 $21.6m416.7k shares
DEUTSCHE BANK A G DB DB 711,800 $20.7m711.8k shares
VALE S A VALE VALE 1,273,217 $20.3m1.3m shares
NVIDIA CORPORATION NVDA NVDA 110,000 $19.2m110.0k shares
SALESFORCE INC CRM CRM 100,500 $18.8m100.5k shares
JPMORGAN CHASE & CO JPM JPM 63,400 $18.6m63.4k shares
GLOBAL X FDS COPX COPX 241,200 $18.4m241.2k shares
COMSTOCK RES INC CRK CRK 813,937 $17.2m813.9k shares
ISHARES SILVER TR SLV SLV 200,000 $13.6m200.0k shares
ISHARES INC TUR TUR 13,300 $514.0k13.3k shares