GEMSSTOCK LTD.

PrivateCIK: 1724140
Location

LONDON, X0

14
Positions
$337.45M
Total AUM (reported)
47.39M
Total Shares

Allocation by class

TOTAL AUM$337.45M14 positions
SPONSORED ADS$79.67M23.6%
GOLD MINERS ETF$57.88M17.2%
COM$55.81M16.5%
GOLD SHS$30.00M8.9%
COMMON SHARES$23.74M7.0%
SPON ADR B$22.03M6.5%
ORD SHS CL A$19.80M5.9%

Portfolio Concentration

Top 340.8%4–1044.9%11–2514.4%TOP 1085.6%0%100%
Top 3$137.55M40.8%
4–10$151.35M44.9%
11–25$48.56M14.4%

Top 3 weight

40.8%

Top 10 weight

85.6%

Voting Authority Distribution

Total shares with voting rights: 47.39M

Sole

Full voting authority

47.39M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:

VANECK ETF TRUST

SOLE
GOLD MINERS ETF
Shares767.10K
TypeSH
Market value$57.88M
17.15%
Sole
767.10K
Shared
0.00
None
0.00

VISTA ENERGY S.A.B. DE C.V

SOLE
SPONSORED ADS
Shares713K
TypeSH
Market value$45.49M
13.48%
Sole
713K
Shared
0.00
None
0.00

KASPI KZ JSC

SOLE
SPONSORED ADS
Shares394.49K
TypeSH
Market value$34.18M
10.13%
Sole
394.49K
Shared
0.00
None
0.00

SPDR GOLD TR

SOLE
GOLD SHS
Shares37.50M
TypeSH
Market value$30.00M
8.89%
Sole
37.50M
Shared
0.00
None
0.00

GULFPORT ENERGY CORP

SOLE
COMMON SHARES
Shares139.90K
TypeSH
Market value$23.74M
7.04%
Sole
139.90K
Shared
0.00
None
0.00

BANCO MACRO S A

SOLE
SPON ADR B
Shares237.97K
TypeSH
Market value$22.03M
6.53%
Sole
237.97K
Shared
0.00
None
0.00

NU HLDGS LTD

SOLE
ORD SHS CL A
Shares1.48M
TypeSH
Market value$19.80M
5.87%
Sole
1.48M
Shared
0.00
None
0.00

ITAU UNIBANCO HLDG S A

SOLE
SPON ADR REP PFD
Shares2.32M
TypeSH
Market value$18.93M
5.61%
Sole
2.32M
Shared
0.00
None
0.00

EQUINOX GOLD CORP

SOLE
COM
Shares1.90M
TypeSH
Market value$18.47M
5.47%
Sole
1.90M
Shared
0.00
None
0.00

MERCADOLIBRE INC

SOLE
COM
Shares10.83K
TypeSH
Market value$18.38M
5.45%
Sole
10.83K
Shared
0.00
None
0.00

PETROLEO BRASILEIRO S A

SOLE
SPONSORED ADR
Shares937.80K
TypeSH
Market value$15.15M
4.49%
Sole
937.80K
Shared
0.00
None
0.00

YPF SOCIEDAD ANONIMA

SOLE
SPON ADR CL D
Shares317.70K
TypeSH
Market value$14.45M
4.28%
Sole
317.70K
Shared
0.00
None
0.00

ELDORADO GOLD CORP NEW

SOLE
COM
Shares360K
TypeSH
Market value$11.19M
3.32%
Sole
360K
Shared
0.00
None
0.00

CORPORACION AMER ARPTS S A

SOLE
COM
Shares308.36K
TypeSH
Market value$7.76M
2.30%
Sole
308.36K
Shared
0.00
None
0.00