Filed: 6/18/2026ACC: 0002028828-26-000004
📋 What this filing means
WEALTH HIGH GOVERNANCE CAPITAL LTDA filed this quarterly 13F‑HR report disclosing 46 equity positions with a total reported market value of $333.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
46
Positions
$333.15M
Total AUM (reported)
4.23M
Total Shares
Allocation by class
COM$162.15M48.7%
COM NEW$32.41M9.7%
COM SHS$30.36M9.1%
CL A$19.13M5.7%
SPONSORED ADR$15.35M4.6%
COM CL A$13.18M4.0%
CL A COM$12.77M3.8%
Portfolio Concentration
Top 3$57.19M17.2%
4–10$87.07M26.1%
11–25$127.10M38.2%
Rest$61.78M18.5%
Top 3 weight
17.2%
Top 10 weight
43.3%
Voting Authority Distribution
Total shares with voting rights: 4.23M
Sole
Full voting authority
4.23M
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
SOLEShares14.02K
TypeSH
Market value$19.34M
5.80%
Sole
14.02K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares87.69K
TypeSH
Market value$19.00M
5.70%
Sole
87.69K
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares21.07K
TypeSH
Market value$18.86M
5.66%
Sole
21.07K
Shared
0.00
None
0.00
PAN AMERN SILVER CORP
SOLEShares316.20K
TypeSH
Market value$17.27M
5.18%
Sole
316.20K
Shared
0.00
None
0.00
NRG ENERGY INC
SOLEShares87.70K
TypeSH
Market value$12.82M
3.85%
Sole
87.70K
Shared
0.00
None
0.00
FREEPORT MCMORAN INC
SOLEShares210.82K
TypeSH
Market value$12.39M
3.72%
Sole
210.82K
Shared
0.00
None
0.00
CURTISS WRIGHT CORP
SOLEShares17.57K
TypeSH
Market value$11.97M
3.59%
Sole
17.57K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares105.44K
TypeSH
Market value$11.17M
3.35%
Sole
105.44K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares28.03K
TypeSH
Market value$10.88M
3.27%
Sole
28.03K
Shared
0.00
None
0.00
NEXTPOWER INC
SOLEShares87.71K
TypeSH
Market value$10.57M
3.17%
Sole
87.71K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares70.13K
TypeSH
Market value$10.54M
3.16%
Sole
70.13K
Shared
0.00
None
0.00
DIGITALOCEAN HLDSG INC
SOLEShares122.62K
TypeSH
Market value$10.52M
3.16%
Sole
122.62K
Shared
0.00
None
0.00
ECHOSTAR CORP
SOLEShares87.58K
TypeSH
Market value$10.25M
3.08%
Sole
87.58K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares35.04K
TypeSH
Market value$9.87M
2.96%
Sole
35.04K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares14.02K
TypeSH
Market value$9.85M
2.96%
Sole
14.02K
Shared
0.00
None
0.00
CELSIUS HLGDS INC
SOLEShares245.38K
TypeSH
Market value$8.71M
2.61%
Sole
245.38K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares42.11K
TypeSH
Market value$8.69M
2.61%
Sole
42.11K
Shared
0.00
None
0.00
CENTURY ALUM CO
SOLEShares140.53K
TypeSH
Market value$8.25M
2.48%
Sole
140.53K
Shared
0.00
None
0.00
VISTA ENERGY S.A.B. DE C.V.
SOLEShares105.22K
TypeSH
Market value$7.94M
2.38%
Sole
105.22K
Shared
0.00
None
0.00
SK TELECOM CO LTD
SOLEShares264.25K
TypeSH
Market value$7.74M
2.32%
Sole
264.25K
Shared
0.00
None
0.00
ALBEMARLE CORP
SOLEShares42.11K
TypeSH
Market value$7.56M
2.27%
Sole
42.11K
Shared
0.00
None
0.00
TIMKEN CO
SOLEShares70.18K
TypeSH
Market value$7.06M
2.12%
Sole
70.18K
Shared
0.00
None
0.00
AMER SPORTS INC
SOLEShares210.87K
TypeSH
Market value$6.94M
2.08%
Sole
210.87K
Shared
0.00
None
0.00
SOLARIS ENERGY INFRAS INC
SOLEShares122.83K
TypeSH
Market value$6.94M
2.08%
Sole
122.83K
Shared
0.00
None
0.00
ALAMOS GOLD INC
SOLEShares140.46K
TypeSH
Market value$6.24M
1.87%
Sole
140.46K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COMFORT SYS USA INCSOLE | COM | 14.02K | SH | $19.34M 5.80% | 14.02K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 87.69K | SH | $19.00M 5.70% | 87.69K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 21.07K | SH | $18.86M 5.66% | 21.07K | 0.00 | 0.00 |
PAN AMERN SILVER CORPSOLE | COM | 316.20K | SH | $17.27M 5.18% | 316.20K | 0.00 | 0.00 |
NRG ENERGY INCSOLE | COM NEW | 87.70K | SH | $12.82M 3.85% | 87.70K | 0.00 | 0.00 |
FREEPORT MCMORAN INCSOLE | CL B | 210.82K | SH | $12.39M 3.72% | 210.82K | 0.00 | 0.00 |
CURTISS WRIGHT CORPSOLE | COM | 17.57K | SH | $11.97M 3.59% | 17.57K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 105.44K | SH | $11.17M 3.35% | 105.44K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 28.03K | SH | $10.88M 3.27% | 28.03K | 0.00 | 0.00 |
NEXTPOWER INCSOLE | CLASS A COM | 87.71K | SH | $10.57M 3.17% | 87.71K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 70.13K | SH | $10.54M 3.16% | 70.13K | 0.00 | 0.00 |
DIGITALOCEAN HLDSG INCSOLE | COM | 122.62K | SH | $10.52M 3.16% | 122.62K | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 87.58K | SH | $10.25M 3.08% | 87.58K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 35.04K | SH | $9.87M 2.96% | 35.04K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 14.02K | SH | $9.85M 2.96% | 14.02K | 0.00 | 0.00 |
CELSIUS HLGDS INCSOLE | COM NEW | 245.38K | SH | $8.71M 2.61% | 245.38K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 42.11K | SH | $8.69M 2.61% | 42.11K | 0.00 | 0.00 |
CENTURY ALUM COSOLE | COM | 140.53K | SH | $8.25M 2.48% | 140.53K | 0.00 | 0.00 |
VISTA ENERGY S.A.B. DE C.V.SOLE | SPONSORED ADS | 105.22K | SH | $7.94M 2.38% | 105.22K | 0.00 | 0.00 |
SK TELECOM CO LTDSOLE | SPONSORED ADR | 264.25K | SH | $7.74M 2.32% | 264.25K | 0.00 | 0.00 |
ALBEMARLE CORPSOLE | COM | 42.11K | SH | $7.56M 2.27% | 42.11K | 0.00 | 0.00 |
TIMKEN COSOLE | COM | 70.18K | SH | $7.06M 2.12% | 70.18K | 0.00 | 0.00 |
AMER SPORTS INCSOLE | COM SHS | 210.87K | SH | $6.94M 2.08% | 210.87K | 0.00 | 0.00 |
SOLARIS ENERGY INFRAS INCSOLE | COM CL A | 122.83K | SH | $6.94M 2.08% | 122.83K | 0.00 | 0.00 |
ALAMOS GOLD INCSOLE | COM CL A | 140.46K | SH | $6.24M 1.87% | 140.46K | 0.00 | 0.00 |
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