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Portfolio (Quarterly) Guide ↗

Gemsstock Ltd.

· CIK 0001724140
13F Portfolio $793M AUM 22 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New
Page 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EQX EQUINOX GOLD CORP Basic Materials 5,217,177.0 $73.2M 9.23% NEW $14.04 -12.1%
2 GPOR GULFPORT ENERGY CORP Energy 337,349.0 $70.2M 8.84% NEW $207.99 -10.0%
3 SOXX ISHARES TR 10,634.0 $54.2M 6.83% NEW $5092.34 -90.0%
4 QQQ INVESCO QQQ TR Financial Services 8,772.0 $52.5M 6.61% NEW $5981.06 -88.2%
5 AMZN AMAZON COM INC Consumer Cyclical 219,100.0 $50.6M 6.38% NEW $230.82 +12.9%
6 B BARRICK MNG CORP Basic Materials 1,157,850.0 $50.4M 6.36% NEW $43.55 -9.0%
7 EWY ISHARES INC 494,500.0 $48.1M 6.06% NEW $97.22 +79.0%
8 EXPAND ENERGY CORPORATION 400,500.0 $44.2M 5.57% NEW $110.36
9 EEM ISHARES TR 678,757.0 $38.6M 4.87% NEW $56.94 +13.2%
10 EQT EQT CORP Energy 678,257.0 $36.4M 4.58% NEW $53.60 +10.2%
11 SMH VANECK ETF TRUST 99,800.0 $35.9M 4.53% NEW $360.13 +53.7%
12 AR ANTERO RESOURCES CORP Energy 949,754.0 $32.7M 4.12% NEW $34.46 +12.5%
13 MSFT MICROSOFT CORP Technology 66,945.0 $32.4M 4.08% NEW $483.62 -14.5%
14 NEM NEWMONT CORP Basic Materials 310,415.0 $31.0M 3.91% NEW $99.85 +5.4%
15 VIST VISTA ENERGY S.A.B. DE C.V Energy 613,017.0 $29.8M 3.76% NEW $48.66 +64.6%
16 CRK COMSTOCK RES INC Energy 827,694.0 $19.2M 2.42% NEW $23.18 -36.2%
17 JPM JPMORGAN CHASE & CO Financial Services 54,400.0 $17.5M 2.21% NEW $322.22 -8.8%
18 MELI MERCADOLIBRE INC Consumer Cyclical 8,500.0 $17.1M 2.16% NEW $2014.26 -20.9%
19 ITUB ITAU UNIBANCO HLDG S A Financial Services 2,276,813.0 $16.3M 2.06% NEW $7.16 +9.3%
20 GDXJ VANECK ETF TRUST 133,558.0 $15.2M 1.92% NEW $113.78 -2.8%
Page 1 of 2  ·  22 positions

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 34.7%
Basic Materials 30.9%
Financial Services 15.9%
Consumer Cyclical 12.5%
Technology 6.0%