13F HOLDINGS REPORT
Gemsstock Ltd.
Quarter ended Q2 2024 · Filed August 6, 2024 · Accession 0001724140-24-000011
Total Value
$313.7M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 277,065 | $53.5M | 17.07% |
| 2 | TECK RESOURCES LTD | TCKRF | 838,170 | $40.1M | 12.80% |
| 3 | ALPHABET INC | GOOG | 214,800 | $39.4M | 12.56% |
| 4 | BROADCOM INC | AVGO | 22,000 | $35.3M | 11.26% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 191,700 | $33.3M | 10.62% |
| 6 | JPMORGAN CHASE & CO. | VYLD | 136,000 | $27.5M | 8.77% |
| 7 | SHELL PLC | RYDAF | 248,424 | $17.9M | 5.72% |
| 8 | VISTA ENERGY S.A.B. DE C.V. | VSOGF | 292,600 | $13.3M | 4.24% |
| 9 | EQUINOX GOLD CORP | EQX | 2,499,100 | $13.0M | 4.16% |
| 10 | NEWMONT CORP | NEMCL | 305,100 | $12.8M | 4.07% |
| 11 | BARRICK GOLD CORP | 067901108 | 750,700 | $12.5M | 3.99% |
| 12 | VANECK ETF TRUST | 92189F791 | 283,300 | $11.9M | 3.80% |
| 13 | FREYR BATTERY INC | TE-WT | 1,715,915 | $2.9M | 0.93% |