Wealth High Governance Asset Management Ltda
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$641.0M
Q ending 2026-03-31
Prior quarter
$559.3M
Q ending 2025-12-31
Change
+14.6% QoQ
Positions
51
reported holdings
Largest positions
All 51 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Comfort Sys Usa Inc | FIX | Shares | $35.8M | 26K |
| Ross Stores Inc | ROST | Shares | $35.2M | 162K |
| Parker-Hannifin Corp | PH | Shares | $34.9M | 39K |
| Pan Amern Silver Corp | PAAS | Shares | $31.9M | 584K |
| Nrg Energy Inc | NRG | Shares | $23.7M | 162K |
| Freeport Mcmoran Inc | FCX | Shares | $22.9M | 389K |
| Curtiss Wright Corp | CW | Shares | $22.1M | 32K |
| Sharkninja Inc | Shares | $20.6M | 195K | |
| Ciena Corp | CIEN | Shares | $20.2M | 52K |
| Nextpower Inc | NXT | Shares | $19.6M | 162K |
| Vistra Corp | VST | Shares | $19.5M | 130K |
| Digitalocean Hldgs Inc | DOCN | Shares | $19.5M | 227K |
| Echostar Corp | ECHO | Shares | $19.0M | 162K |
| Celestica Inc | CLS | Shares | $18.3M | 65K |
| Lumentum Hldgs Inc | LITE | Shares | $18.3M | 26K |
| Celsius Hldgs Inc | CELH | Shares | $16.1M | 455K |
| Cloudflare Inc | NET | Shares | $16.1M | 78K |
| Century Alum Co | CENX | Shares | $15.2M | 259K |
| Vista Energy S.A.B. De C.V. | VIST | Shares | $14.7M | 195K |
| Sk Telecom Co Ltd | SKM | Shares | $14.3M | 489K |
| Albemarle Corp | ALB | Shares | $14.0M | 78K |
| Timken Co | TKR | Shares | $13.1M | 130K |
| Solaris Energy Infras Inc | SEI | Shares | $12.8M | 227K |
| Amer Sports Inc | Shares | $12.8M | 389K | |
| Alamos Gold Inc | AGI | Shares | $11.5M | 260K |
| British Amern Tob Plc | BTI | Shares | $11.4M | 195K |
| Barrick Mng Corp | B | Shares | $10.6M | 260K |
| Invesco Exch Traded Fd Tr Ii | TAN | Shares | $10.0M | 179K |
| Kinross Gold Corp | KGC | Shares | $9.9M | 324K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $9.6M | 15K |
| Core Natural Resources Inc | CNR | Shares | $8.2M | 78K |
| Aura Minerals Inc | Shares | $7.9M | 97K | |
| Datadog Inc | DDOG | Shares | $7.6M | 64K |
| Houlihan Lokey Inc | HLI | Shares | $6.9M | 48K |
| Peabody Energy Corp | BTU | Shares | $6.4M | 195K |
| Pampa Energia Sa | PAM | Shares | $4.8M | 54K |
| Methanex Corp | MEOH | Shares | $4.6M | 78K |
| Ecopetrol S A | EC | Shares | $4.5M | 298K |
| Franklin Templeton Etf Tr | FLSP | Shares | $4.1M | 152K |
| Baker Hughes Company | BKR | Shares | $4.0M | 65K |
| Snowflake Inc | SNOW | Shares | $3.9M | 26K |
| Agi Inc | Shares | $3.8M | 519K | |
| Xp Inc | Shares | $3.7M | 195K | |
| Litman Gregory Fds Tr | DBMF | Shares | $3.0M | 101K |
| New York Life Investments Et | QAI | Shares | $3.0M | 89K |
| Petroleo Brasileiro S A | PBR | Shares | $2.7M | 130K |
| Enlight Renewable Energy Ltd | Shares | $2.7M | 39K | |
| Vaneck Etf Trust | REMX | Shares | $2.1M | 23K |
| Palantir Technologies Inc | PLTR | Shares | $1.9M | 13K |
| Servicenow Inc | NOW | Shares | $1.4M | 13K |
| Sportradar Group Ag | Shares | $435K | 26K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.