Filed: 6/18/2026ACC: 0002111728-26-000003
📋 What this filing means
WEALTH HIGH GOVERNANCE ASSET MANAGEMENT LTDA. filed this quarterly 13F‑HR report disclosing 46 equity positions with a total reported market value of $283.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
46
Positions
$283.32M
Total AUM (reported)
3.59M
Total Shares
Allocation by class
COM$137.84M48.7%
COM NEW$27.62M9.7%
COM SHS$25.73M9.1%
CL A$16.32M5.8%
SPONSORED ADR$13.06M4.6%
COM CL A$11.19M3.9%
CL A COM$10.85M3.8%
Portfolio Concentration
Top 3$48.64M17.2%
4–10$73.84M26.1%
11–25$108.16M38.2%
Rest$52.68M18.6%
Top 3 weight
17.2%
Top 10 weight
43.2%
Voting Authority Distribution
Total shares with voting rights: 3.59M
Sole
Full voting authority
3.59M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole46
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings46
Rows:
COMFORT SYS USA INC
SOLEShares11.95K
TypeSH
Market value$16.48M
5.82%
Sole
11.95K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares74.62K
TypeSH
Market value$16.16M
5.71%
Sole
74.62K
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares17.86K
TypeSH
Market value$15.99M
5.64%
Sole
17.86K
Shared
0.00
None
0.00
PAN AMERN SILVER CORP
SOLEShares267.60K
TypeSH
Market value$14.62M
5.16%
Sole
267.60K
Shared
0.00
None
0.00
NRG ENERGY INC
SOLEShares74.60K
TypeSH
Market value$10.90M
3.85%
Sole
74.60K
Shared
0.00
None
0.00
FREEPORT MCMORAN INC
SOLEShares178.37K
TypeSH
Market value$10.48M
3.70%
Sole
178.37K
Shared
0.00
None
0.00
CURTISS WRIGHT CORP
SOLEShares14.85K
TypeSH
Market value$10.11M
3.57%
Sole
14.85K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares89.11K
TypeSH
Market value$9.44M
3.33%
Sole
89.11K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares23.94K
TypeSH
Market value$9.29M
3.28%
Sole
23.94K
Shared
0.00
None
0.00
NEXTPOWER INC
SOLEShares74.59K
TypeSH
Market value$8.99M
3.17%
Sole
74.59K
Shared
0.00
None
0.00
DIGITALOCEAN HLDGS INC
SOLEShares104.75K
TypeSH
Market value$8.99M
3.17%
Sole
104.75K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares59.74K
TypeSH
Market value$8.98M
3.17%
Sole
59.74K
Shared
0.00
None
0.00
ECHOSTAR CORP
SOLEShares74.83K
TypeSH
Market value$8.76M
3.09%
Sole
74.83K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares29.92K
TypeSH
Market value$8.43M
2.97%
Sole
29.92K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares11.97K
TypeSH
Market value$8.41M
2.97%
Sole
11.97K
Shared
0.00
None
0.00
CELSIUS HLDGS INC
SOLEShares209.25K
TypeSH
Market value$7.42M
2.62%
Sole
209.25K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares35.79K
TypeSH
Market value$7.38M
2.61%
Sole
35.79K
Shared
0.00
None
0.00
CENTURY ALUM CO
SOLEShares118.95K
TypeSH
Market value$6.98M
2.46%
Sole
118.95K
Shared
0.00
None
0.00
VISTA ENERGY S.A.B. DE C.V.
SOLEShares89.56K
TypeSH
Market value$6.76M
2.39%
Sole
89.56K
Shared
0.00
None
0.00
SK TELECOM CO LTD
SOLEShares224.55K
TypeSH
Market value$6.58M
2.32%
Sole
224.55K
Shared
0.00
None
0.00
ALBEMARLE CORP
SOLEShares35.78K
TypeSH
Market value$6.42M
2.27%
Sole
35.78K
Shared
0.00
None
0.00
TIMKEN CO
SOLEShares59.63K
TypeSH
Market value$6.00M
2.12%
Sole
59.63K
Shared
0.00
None
0.00
SOLARIS ENERGY INFRAS INC
SOLEShares104.34K
TypeSH
Market value$5.90M
2.08%
Sole
104.34K
Shared
0.00
None
0.00
AMER SPORTS INC
SOLEShares178.25K
TypeSH
Market value$5.87M
2.07%
Sole
178.25K
Shared
0.00
None
0.00
ALAMOS GOLD INC
SOLEShares119.08K
TypeSH
Market value$5.29M
1.87%
Sole
119.08K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COMFORT SYS USA INCSOLE | COM | 11.95K | SH | $16.48M 5.82% | 11.95K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 74.62K | SH | $16.16M 5.71% | 74.62K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 17.86K | SH | $15.99M 5.64% | 17.86K | 0.00 | 0.00 |
PAN AMERN SILVER CORPSOLE | COM | 267.60K | SH | $14.62M 5.16% | 267.60K | 0.00 | 0.00 |
NRG ENERGY INCSOLE | COM NEW | 74.60K | SH | $10.90M 3.85% | 74.60K | 0.00 | 0.00 |
FREEPORT MCMORAN INCSOLE | CL B | 178.37K | SH | $10.48M 3.70% | 178.37K | 0.00 | 0.00 |
CURTISS WRIGHT CORPSOLE | COM | 14.85K | SH | $10.11M 3.57% | 14.85K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 89.11K | SH | $9.44M 3.33% | 89.11K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 23.94K | SH | $9.29M 3.28% | 23.94K | 0.00 | 0.00 |
NEXTPOWER INCSOLE | CLASS A COM | 74.59K | SH | $8.99M 3.17% | 74.59K | 0.00 | 0.00 |
DIGITALOCEAN HLDGS INCSOLE | COM | 104.75K | SH | $8.99M 3.17% | 104.75K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 59.74K | SH | $8.98M 3.17% | 59.74K | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 74.83K | SH | $8.76M 3.09% | 74.83K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 29.92K | SH | $8.43M 2.97% | 29.92K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 11.97K | SH | $8.41M 2.97% | 11.97K | 0.00 | 0.00 |
CELSIUS HLDGS INCSOLE | COM NEW | 209.25K | SH | $7.42M 2.62% | 209.25K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 35.79K | SH | $7.38M 2.61% | 35.79K | 0.00 | 0.00 |
CENTURY ALUM COSOLE | COM | 118.95K | SH | $6.98M 2.46% | 118.95K | 0.00 | 0.00 |
VISTA ENERGY S.A.B. DE C.V.SOLE | SPONSORED ADS | 89.56K | SH | $6.76M 2.39% | 89.56K | 0.00 | 0.00 |
SK TELECOM CO LTDSOLE | SPONSORED ADR | 224.55K | SH | $6.58M 2.32% | 224.55K | 0.00 | 0.00 |
ALBEMARLE CORPSOLE | COM | 35.78K | SH | $6.42M 2.27% | 35.78K | 0.00 | 0.00 |
TIMKEN COSOLE | COM | 59.63K | SH | $6.00M 2.12% | 59.63K | 0.00 | 0.00 |
SOLARIS ENERGY INFRAS INCSOLE | COM CL A | 104.34K | SH | $5.90M 2.08% | 104.34K | 0.00 | 0.00 |
AMER SPORTS INCSOLE | COM SHS | 178.25K | SH | $5.87M 2.07% | 178.25K | 0.00 | 0.00 |
ALAMOS GOLD INCSOLE | COM CL A | 119.08K | SH | $5.29M 1.87% | 119.08K | 0.00 | 0.00 |
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