Wealth High Governance Asset Management Ltda. — 13F Holdings & Portfolio

CIK 2111728 · latest 13F-HR filed 2026-07-09

Wealth High Governance Asset Management Ltda. manages $641.0M in 13F-reported U.S. long-equity assets across 51 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are FIX (5.59%), ROST (5.49%), PH (5.44%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 23 new positions, exited 25, added to 16, and trimmed 9.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
AVENIDA CIDADE JARDIM, NO 803, 7O ANDAR
CJ 72
SAO PAULO 01453-000
Phone
551135092325
Filing Manager
Wealth High Governance Asset Management Ltda.
SAO PAULO, D5
Signatory
Fernando Shirakawa
Chief Operating Officer
Loading holdings…
AUM

$641.0M

Long-equity book

Holdings

51

Distinct positions

Period

2026-03-31

Filed 2026-07-09

Q/Q Activity

+23 / −25 / ↑16 / ↓9

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ROSS STORES INC$33.0M +1499.2%
  • PAN AMERN SILVER CORP$19.3M +152.3%
  • PARKER-HANNIFIN CORP$16.1M +85.7%
  • CENTURY ALUM CO$9.3M +154.8%
  • AMER SPORTS INC$8.3M +181.0%
Show all 16

Top Trims

  • NRG ENERGY INC-$15.2M -39.0%
  • INVESCO EXCH TRADED FD TR II-$9.6M -49.0%
  • SPORTRADAR GROUP AG-$8.3M -95.0%
  • ALBEMARLE CORP-$7.6M -35.2%
  • XP INC-$6.3M -62.9%
Show all 9

New Positions

  • COMFORT SYS USA INC$35.8M
  • FREEPORT MCMORAN INC$22.9M
  • CIENA CORP$20.2M
  • VISTRA CORP$19.5M
  • DIGITALOCEAN HLDGS INC$19.5M
Show all 23

Exited Positions

  • SOCIEDAD QUIMICA Y MINERA DE$21.0M
  • HUT 8 CORP$16.8M
  • C H ROBINSON WORLDWIDE INC$15.7M
  • CARVANA CO$15.5M
  • HUDBAY MINERALS INC$14.5M
Show all 25
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 COMFORT SYS USA INC FIX 199908104 $35.8M 5.59% 25,977 SH
2 ROSS STORES INC ROST 778296103 $35.2M 5.49% 162,309 SH
3 PARKER-HANNIFIN CORP PH 701094104 $34.9M 5.44% 38,932 SH
4 PAN AMERN SILVER CORP PAAS 697900108 $31.9M 4.98% 583,801 SH
5 NRG ENERGY INC NRG 629377508 $23.7M 3.70% 162,302 SH
6 FREEPORT MCMORAN INC FCX 35671D857 $22.9M 3.57% 389,184 SH
7 CURTISS WRIGHT CORP CW 231561101 $22.1M 3.45% 32,425 SH
8 SHARKNINJA INC SN G8068L108 $20.6M 3.21% 194,556 SH
9 CIENA CORP CIEN 171779309 $20.2M 3.15% 51,968 SH
10 NEXTPOWER INC NXT 65290E101 $19.6M 3.05% 162,294 SH
11 VISTRA CORP VST 92840M102 $19.5M 3.05% 129,868 SH
12 DIGITALOCEAN HLDGS INC DOCN 25402D102 $19.5M 3.04% 227,376 SH
13 ECHOSTAR CORP SATS 278768106 $19.0M 2.97% 162,416 SH
14 CELESTICA INC CLS 15101Q207 $18.3M 2.85% 64,958 SH
15 LUMENTUM HLDGS INC LITE 55024U109 $18.3M 2.85% 25,984 SH
16 CELSIUS HLDGS INC CELH 15118V207 $16.1M 2.52% 454,623 SH
17 CLOUDFLARE INC NET 18915M107 $16.1M 2.51% 77,893 SH
18 CENTURY ALUM CO CENX 156431108 $15.2M 2.38% 259,475 SH
19 VISTA ENERGY S.A.B. DE C.V. VIST 92837L109 $14.7M 2.29% 194,778 SH
20 SK TELECOM CO LTD SKM 78440P306 $14.3M 2.23% 488,795 SH
21 ALBEMARLE CORP ALB 012653101 $14.0M 2.18% 77,888 SH
22 TIMKEN CO TKR 887389104 $13.1M 2.04% 129,817 SH
23 SOLARIS ENERGY INFRAS INC SEI 83418M103 $12.8M 2.00% 227,168 SH
24 AMER SPORTS INC AS G0260P102 $12.8M 2.00% 389,127 SH
25 ALAMOS GOLD INC AGI 011532108 $11.5M 1.80% 259,539 SH
26 BRITISH AMERN TOB PLC BTI 110448107 $11.4M 1.78% 194,771 SH
27 BARRICK MNG CORP B 06849F108 $10.6M 1.65% 259,539 SH
28 INVESCO EXCH TRADED FD TR II TAN 46138G706 $10.0M 1.56% 179,398 SH
29 KINROSS GOLD CORP KGC 496902404 $9.9M 1.54% 324,458 SH
30 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $9.6M 1.50% 14,747 SH
31 CORE NATURAL RESOURCES INC CNR 218937100 $8.2M 1.27% 77,929 SH
32 AURA MINERALS INC AUGO G06973112 $7.9M 1.24% 97,334 SH
33 DATADOG INC DDOG 23804L103 $7.6M 1.18% 63,997 SH
34 HOULIHAN LOKEY INC HLI 441593100 $6.9M 1.07% 47,784 SH
35 PEABODY ENERGY CORP BTU 704551100 $6.4M 1.00% 194,899 SH
36 PAMPA ENERGIA SA PAM 697660207 $4.8M 0.74% 53,757 SH
37 METHANEX CORP MEOH 59151K108 $4.6M 0.72% 77,894 SH
38 ECOPETROL S A EC 279158109 $4.5M 0.70% 298,454 SH
39 FRANKLIN TEMPLETON ETF TR FLSP 35473P546 $4.1M 0.64% 151,739 SH
40 BAKER HUGHES COMPANY BKR 05722G100 $4.0M 0.62% 64,852 SH
41 SNOWFLAKE INC SNOW 833445109 $3.9M 0.61% 25,994 SH
42 AGI INC AGBK G0118C105 $3.8M 0.59% 519,359 SH
43 XP INC XP G98239109 $3.7M 0.58% 194,892 SH
44 LITMAN GREGORY FDS TR DBMF 53700T827 $3.0M 0.48% 101,154 SH
45 NEW YORK LIFE INVESTMENTS ET QAI 45409B107 $3.0M 0.47% 88,984 SH
46 PETROLEO BRASILEIRO S A PBR 71654V408 $2.7M 0.42% 129,967 SH
47 ENLIGHT RENEWABLE ENERGY LTD ENLT M4056D110 $2.7M 0.41% 38,924 SH
48 VANECK ETF TRUST REMX 92189H805 $2.1M 0.32% 23,470 SH
49 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $1.9M 0.30% 13,003 SH
50 SERVICENOW INC NOW 81762P102 $1.4M 0.21% 12,997 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-06-18 $283.3M 46 0002111728-26-000003
2026-03-31 2026-07-09 $641.0M 51 0002111728-26-000005
2025-12-31 2026-06-18 $193.2M 46 0002111728-26-000002
2025-12-31 2026-07-09 $559.3M 53 0002111728-26-000004