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GEMSSTOCK LTD.

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LONDON X0 Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Gemsstock Ltd. is based out of London. Gemsstock Ltd. is a registered investment advisory firm Their last reported 13F filing for Q1 2024 included $264,989,666 in managed 13F securities and a top 10 holdings concentration of 94.96%. Gemsstock Ltd.'s largest holding is Teck Resources Ltd with shares held of 826,624. Whalewisdom has at least 20 13F filings

2024-03-31

Top Buys (13F)

2024-03-31

Top Sells (13F)

2024-03-31

13F Holdings Summary

Name $ Change
TECK Teck Resources Ltd 14.28%
NU Nu Holdings Ltd 14.24%
GOOG Alphabet Inc. Class 10.66%
AVGO Broadcom Ltd. (Avago 10.05%
JPM JPMorgan Chase & Co. 9.94%

2024-03-31

13F Activity

Market Value $265m, Prior: $269m
Inflows (Outflows) as % of Total MV (-11.7442)%
New Purchases 2 stocks
Added To 7 stocks
Sold out of 2 stocks
Reduced holdings in 4 stocks
Top 10 Holdings % 94.96%
Turnover %[1] 26.67%
Turnover Alt %[2] 16.85%
Time Held Top 20 3.5385 quarters
Time Held Top 10 3.5 quarters
Time Held All 3.92 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-03-31

13F Sector Allocation Over Time

2024-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31

Portfolio Performance