Wealth High Governance Asset Management Ltda.

Est. AUM

$283.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	COMFORT SYS USA INC	COM	$16.5M	11954	5.82%	SOLE
2	ROSS STORES INC	COM	$16.2M	74618	5.71%	SOLE
3	PARKER-HANNIFIN CORP	COM	$16.0M	17864	5.64%	SOLE
4	PAN AMERN SILVER CORP	COM	$14.6M	267602	5.16%	SOLE
5	NRG ENERGY INC	COM NEW	$10.9M	74604	3.85%	SOLE
6	FREEPORT MCMORAN INC	CL B	$10.5M	178368	3.70%	SOLE
7	CURTISS WRIGHT CORP	COM	$10.1M	14850	3.57%	SOLE
8	SHARKNINJA INC	COM SHS	$9.4M	89112	3.33%	SOLE
9	CIENA CORP	COM NEW	$9.3M	23936	3.28%	SOLE
10	NEXTPOWER INC	CLASS A COM	$9.0M	74588	3.17%	SOLE
11	DIGITALOCEAN HLDGS INC	COM	$9.0M	104752	3.17%	SOLE
12	VISTRA CORP	COM	$9.0M	59736	3.17%	SOLE
13	ECHOSTAR CORP	CL A	$8.8M	74832	3.09%	SOLE
14	CELESTICA INC	COM	$8.4M	29916	2.97%	SOLE
15	LUMENTUM HLDGS INC	COM	$8.4M	11968	2.97%	SOLE
16	CELSIUS HLDGS INC	COM NEW	$7.4M	209246	2.62%	SOLE
17	CLOUDFLARE INC	CL A COM	$7.4M	35786	2.61%	SOLE
18	CENTURY ALUM CO	COM	$7.0M	118950	2.46%	SOLE
19	VISTA ENERGY S.A.B. DE C.V.	SPONSORED ADS	$6.8M	89556	2.39%	SOLE
20	SK TELECOM CO LTD	SPONSORED ADR	$6.6M	224548	2.32%	SOLE
21	ALBEMARLE CORP	COM	$6.4M	35776	2.27%	SOLE
22	TIMKEN CO	COM	$6.0M	59634	2.12%	SOLE
23	SOLARIS ENERGY INFRAS INC	COM CL A	$5.9M	104336	2.08%	SOLE
24	AMER SPORTS INC	COM SHS	$5.9M	178254	2.07%	SOLE
25	ALAMOS GOLD INC	COM CL A	$5.3M	119078	1.87%	SOLE
26	BRITISH AMERN TOB PLC	SPONSORED ADR	$5.2M	89542	1.85%	SOLE
27	BARRICK MNG CORP	COM SHS	$4.9M	119078	1.71%	SOLE
28	KINROSS GOLD CORP	COM	$4.5M	148916	1.60%	SOLE
29	CORE NATURAL RESOURCES INC	COM SHS	$3.8M	35858	1.33%	SOLE
30	AURA MINERALS INC	SHS NEW	$3.6M	44668	1.29%	SOLE
31	DATADOG INC	CL A COM	$3.5M	29394	1.22%	SOLE
32	INVESCO EXCH TRADED FD TR II	SOLAR ETF	$3.4M	61845	1.22%	SOLE
33	HOULIHAN LOKEY INC	CL A	$3.2M	21968	1.11%	SOLE
34	PEABODY ENERGY CORP	COM	$3.0M	89798	1.04%	SOLE
35	PAMPA ENERGIA SA	SPONS ADR LVL I	$2.2M	24714	0.77%	SOLE
36	METHANEX CORP	COM	$2.1M	35788	0.75%	SOLE
37	ECOPETROL S A	SPONSORED ADS	$2.1M	137208	0.73%	SOLE
38	BAKER HUGHES COMPANY	CL A	$1.8M	29704	0.64%	SOLE
39	SNOWFLAKE INC	COM SHS	$1.8M	11988	0.64%	SOLE
40	AGI INC	COM SHS CL A	$1.7M	238718	0.61%	SOLE
41	XP INC	CL A	$1.7M	89784	0.60%	SOLE
42	PETROLEO BRASILEIRO S A	SPONSORED ADR	$1.2M	59934	0.44%	SOLE
43	ENLIGHT RENEWABLE ENERGY LTD	SHS	$1.2M	17848	0.43%	SOLE
44	PALANTIR TECHNOLOGIES INC	CL A	$879K	6006	0.31%	SOLE
45	SERVICENOW INC	COM	$627K	5994	0.22%	SOLE
46	SPORTRADAR GROUP AG	CLASS A ORD SHS	$201K	12014	0.07%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.