13F HOLDINGS REPORT
Gemsstock Ltd.
Quarter ended Q1 2024 · Filed May 8, 2024 · Accession 0001724140-24-000007
Total Value
$265.0M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TECK RESOURCES LTD | TCKRF | 826,624 | $37.8M | 14.28% |
| 2 | NU HLDGS LTD | NU | 3,162,503 | $37.7M | 14.24% |
| 3 | ALPHABET INC | GOOG | 185,600 | $28.3M | 10.66% |
| 4 | BROADCOM INC | AVGO | 20,100 | $26.6M | 10.05% |
| 5 | JPMORGAN CHASE & CO | VYLD | 131,500 | $26.3M | 9.94% |
| 6 | AMAZON COM INC | AMZN | 142,500 | $25.7M | 9.70% |
| 7 | ITAU UNIBANCO HLDG S A | 465562106 | 3,424,782 | $23.7M | 8.96% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 164,300 | $22.4M | 8.44% |
| 9 | SHELL PLC | RYDAF | 250,924 | $16.8M | 6.35% |
| 10 | PETROLEO BRASILEIRO SA PETRO | 71654V408 | 407,708 | $6.2M | 2.34% |
| 11 | V F CORP | VFC | 362,500 | $5.6M | 2.10% |
| 12 | BANCO BRADESCO S A | 059460303 | 1,720,607 | $4.9M | 1.86% |
| 13 | FREYR BATTERY INC | TE-WT | 1,715,915 | $2.9M | 1.09% |