Filed: 2/7/2025ACC: 0002028828-25-000010
📋 What this filing means
WEALTH HIGH GOVERNANCE CAPITAL LTDA filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $278.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$278.81M
Total AUM (reported)
3.96M
Total Shares
Allocation by class
COM$182.69M65.5%
CL A$32.59M11.7%
COM SHS$19.58M7.0%
COM NEW$16.83M6.0%
COM CL A$10.04M3.6%
CL A ORD SHS$6.75M2.4%
SHS$6.43M2.3%
Portfolio Concentration
Top 3$49.23M17.7%
4–10$72.46M26.0%
11–25$104.81M37.6%
Rest$52.32M18.8%
Top 3 weight
17.7%
Top 10 weight
43.6%
Voting Authority Distribution
Total shares with voting rights: 3.96M
Sole
Full voting authority
3.96M
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)
Sole45
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings45
Rows:
META PLATFORMS INC
SOLEShares37.26K
TypeSH
Market value$21.82M
7.83%
Sole
37.26K
Shared
0.00
None
0.00
BIRKENSTOCK HOLDING PLC
SOLEShares248.74K
TypeSH
Market value$14.09M
5.05%
Sole
248.74K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares99.20K
TypeSH
Market value$13.32M
4.78%
Sole
99.20K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares186.73K
TypeSH
Market value$11.05M
3.96%
Sole
186.73K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares49.60K
TypeSH
Market value$10.88M
3.90%
Sole
49.60K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares24.96K
TypeSH
Market value$10.52M
3.77%
Sole
24.96K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares62.02K
TypeSH
Market value$10.34M
3.71%
Sole
62.02K
Shared
0.00
None
0.00
ROYAL BK CDA
SOLEShares85K
TypeSH
Market value$10.24M
3.67%
Sole
85K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares31K
TypeSH
Market value$10.04M
3.60%
Sole
31K
Shared
0.00
None
0.00
E L F BEAUTY INC
SOLEShares74.68K
TypeSH
Market value$9.38M
3.36%
Sole
74.68K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares99.26K
TypeSH
Market value$9.16M
3.29%
Sole
99.26K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares37.20K
TypeSH
Market value$8.62M
3.09%
Sole
37.20K
Shared
0.00
None
0.00
EQT CORP
SOLEShares186.63K
TypeSH
Market value$8.61M
3.09%
Sole
186.63K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares74.40K
TypeSH
Market value$8.22M
2.95%
Sole
74.40K
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares74.67K
TypeSH
Market value$7.43M
2.67%
Sole
74.67K
Shared
0.00
None
0.00
HOWMET AEROSPACE INC
SOLEShares62.16K
TypeSH
Market value$6.80M
2.44%
Sole
62.16K
Shared
0.00
None
0.00
BITDEER TECHNOLOGIES GROUP
SOLEShares311.31K
TypeSH
Market value$6.75M
2.42%
Sole
311.31K
Shared
0.00
None
0.00
ULTA BEAUTY INC
SOLEShares15.50K
TypeSH
Market value$6.74M
2.42%
Sole
15.50K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares12.42K
TypeSH
Market value$6.48M
2.33%
Sole
12.42K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares24.87K
TypeSH
Market value$6.43M
2.31%
Sole
24.87K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares15.53K
TypeSH
Market value$6.25M
2.24%
Sole
15.53K
Shared
0.00
None
0.00
REDDIT INC
SOLEShares37.20K
TypeSH
Market value$6.08M
2.18%
Sole
37.20K
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares9.25K
TypeSH
Market value$5.88M
2.11%
Sole
9.25K
Shared
0.00
None
0.00
GAP INC
SOLEShares248.29K
TypeSH
Market value$5.87M
2.10%
Sole
248.29K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares49.60K
TypeSH
Market value$5.48M
1.97%
Sole
49.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 37.26K | SH | $21.82M 7.83% | 37.26K | 0.00 | 0.00 |
BIRKENSTOCK HOLDING PLCSOLE | COM SHS | 248.74K | SH | $14.09M 5.05% | 248.74K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 99.20K | SH | $13.32M 4.78% | 99.20K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 186.73K | SH | $11.05M 3.96% | 186.73K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 49.60K | SH | $10.88M 3.90% | 49.60K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 24.96K | SH | $10.52M 3.77% | 24.96K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 62.02K | SH | $10.34M 3.71% | 62.02K | 0.00 | 0.00 |
ROYAL BK CDASOLE | COM | 85K | SH | $10.24M 3.67% | 85K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 31K | SH | $10.04M 3.60% | 31K | 0.00 | 0.00 |
E L F BEAUTY INCSOLE | COM | 74.68K | SH | $9.38M 3.36% | 74.68K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 99.26K | SH | $9.16M 3.29% | 99.26K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 37.20K | SH | $8.62M 3.09% | 37.20K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 186.63K | SH | $8.61M 3.09% | 186.63K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 74.40K | SH | $8.22M 2.95% | 74.40K | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 74.67K | SH | $7.43M 2.67% | 74.67K | 0.00 | 0.00 |
HOWMET AEROSPACE INCSOLE | COM | 62.16K | SH | $6.80M 2.44% | 62.16K | 0.00 | 0.00 |
BITDEER TECHNOLOGIES GROUPSOLE | CL A ORD SHS | 311.31K | SH | $6.75M 2.42% | 311.31K | 0.00 | 0.00 |
ULTA BEAUTY INCSOLE | COM | 15.50K | SH | $6.74M 2.42% | 15.50K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 12.42K | SH | $6.48M 2.33% | 12.42K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 24.87K | SH | $6.43M 2.31% | 24.87K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 15.53K | SH | $6.25M 2.24% | 15.53K | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 37.20K | SH | $6.08M 2.18% | 37.20K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 9.25K | SH | $5.88M 2.11% | 9.25K | 0.00 | 0.00 |
GAP INCSOLE | COM | 248.29K | SH | $5.87M 2.10% | 248.29K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 49.60K | SH | $5.48M 1.97% | 49.60K | 0.00 | 0.00 |
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