Wealth High Governance Asset Management Ltda.

13F filer · CIK 0002111728

Reported Aug 12, 2026

Net buyer this quarter

13F portfolio value$940MU.S. long equity reported on 13F

Positions3821 new · 30 closed

Net flow last quarter+$210MBuys minus sells

Top 10 positions weight44.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 202638 positions
GNRCGenerac Holdings Inc.	$63.6M	6.77%	0.37%	New	Q2 2026
GLWCorning Inc	$46.2M	4.92%	0.02%	New	Q2 2026
PHParker-Hannifin Corp	$42.5M	4.52%	0.03%	+11.6%	Q4 2025
TKRTimken Co	$42.1M	4.48%	0.42%	+123.1%	Q4 2025
AMDAdvanced Micro Devices Inc	$42.1M	4.48%	0.00%	New	Q2 2026
SNSharkNinja, Inc.	$38.6M	4.11%	0.18%	+30.2%	Q4 2025
DDOGDatadog, Inc.	$37.7M	4.01%	0.19%	+126.2%	Q1 2026
FIXComfort Systems USA Inc	$35.9M	3.82%	0.05%	-30.3%	Q1 2026
HUTHut 8 Corp.	$33.4M	3.56%	0.24%	Not reported	Q4 2025
CWCurtiss Wright Corp	$32.9M	3.50%	0.12%	+34.0%	Q4 2025
FPSForgent Power Solutions, Inc.	$32.4M	3.44%	Not reported	New	Q2 2026
MKSIMKS Inc	$32.2M	3.43%	0.11%	New	Q2 2026
AMATApplied Materials Inc	$31.4M	3.34%	0.01%	New	Q2 2026
UCTTUltra Clean Holdings, Inc.	$31M	3.30%	0.48%	New	Q2 2026
CATCaterpillar Inc	$30.8M	3.28%	0.01%	New	Q2 2026
THYP21Shares Hyperliquid ETF	$23.9M	2.55%	31.63%	New	Q2 2026
RBLXRoblox Corp	$23.6M	2.51%	0.06%	New	Q2 2026
SEISolaris Energy Infrastructure, Inc.	$23.3M	2.48%	Not reported	+27.5%	Q4 2025
ROSTRoss Stores, Inc.	$23.1M	2.46%	0.03%	-33.1%	Q4 2025
DOCNDigitalOcean Holdings, Inc.	$22.7M	2.42%	0.14%	-36.3%	Q1 2026
NXTNextpower Inc.	$21.6M	2.29%	0.13%	+11.5%	Q4 2025
JBHTHunt J B Transport Services Inc	$21M	2.23%	0.08%	New	Q2 2026
MWHSOLV Energy, Inc.	$19.7M	2.10%	Not reported	New	Q2 2026
BTDRBitdeer Technologies Group	$18.4M	1.96%	0.49%	New	Q2 2026
CIENCiena Corp	$17.8M	1.89%	0.03%	-30.4%	Q1 2026
PURRHyperliquid Strategies Inc	$17.1M	1.82%	1.08%	New	Q2 2026
ASAmer Sports, Inc.	$14.7M	1.56%	0.08%	+11.6%	Q4 2025
BTIBritish American Tobacco p.l.c.	$13.4M	1.43%	0.01%	+11.5%	Q4 2025
ENLTEnlight Renewable Energy Ltd.	$12.9M	1.37%	0.11%	+272.0%	Q1 2026
EATBrinker International, Inc	$9.73M	1.04%	0.14%	Not reported	Q4 2025
SPYSPDR S&P 500 ETF Trust	$8.62M	0.92%	Not reported	-21.7%	Q4 2025
SKMSK Telecom Co Ltd	$6.98M	0.74%	0.10%	-55.6%	Q1 2026
ALMAlmonty Industries Inc.	$4.79M	0.51%	0.11%	New	Q2 2026
CRDOCredo Technology Group Holding Ltd	$3.94M	0.42%	0.01%	New	Q2 2026
DPCDPC Holdings PLC	$3.55M	0.38%	0.05%	New	Q2 2026
AMZNAmazon Com Inc	$2.42M	0.26%	0.00%	New	Q2 2026
IBITiShares Bitcoin Trust ETF	$1.14M	0.12%	0.00%	New	Q2 2026
AGBKAGI Inc	$512K	0.05%	Not reported	-86.1%	Q1 2026
Q1 2026Reported Jul 9, 202647 positions
FIXComfort Systems USA Inc	$35.8M	5.59%	0.07%	New	Q1 2026
ROSTRoss Stores, Inc.	$35.2M	5.49%	0.05%	+1229.9%	Q4 2025
PHParker-Hannifin Corp	$34.9M	5.44%	0.03%	+82.3%	Q4 2025
PAASPan American Silver Corp	$31.9M	4.98%	0.14%	+139.2%	Q4 2025
NRGNRG Energy, Inc.	$23.7M	3.70%	0.08%	-33.5%	Q4 2025
FCXFreeport-Mcmoran Inc	$22.9M	3.57%	0.03%	New	Q1 2026
CWCurtiss Wright Corp	$22.1M	3.45%	0.09%	+6.3%	Q4 2025
SNSharkNinja, Inc.	$20.6M	3.21%	0.14%	+27.5%	Q4 2025
CIENCiena Corp	$20.2M	3.15%	0.04%	New	Q1 2026
NXTNextpower Inc.	$19.6M	3.05%	0.12%	-33.5%	Q4 2025
VSTVistra Corp.	$19.5M	3.05%	0.04%	New	Q1 2026
DOCNDigitalOcean Holdings, Inc.	$19.5M	3.04%	0.22%	New	Q1 2026
ECHOEchoStar CORP	$19M	2.97%	0.34%	-11.3%	Q4 2025
CLSCelestica Inc	$18.3M	2.85%	0.06%	+33.1%	Q4 2025
LITELumentum Holdings Inc.	$18.3M	2.85%	0.04%	-52.7%	Q4 2025
CELHCelsius Holdings, Inc.	$16.1M	2.52%	0.18%	+49.0%	Q4 2025
NETCloudflare, Inc.	$16.1M	2.51%	Not reported	New	Q1 2026
CENXCentury Aluminum Co	$15.2M	2.38%	0.26%	+70.1%	Q4 2025
VISTVista Energy, S.A.B. de C.V.	$14.7M	2.29%	0.20%	New	Q1 2026
SKMSK Telecom Co Ltd	$14.3M	2.23%	0.23%	New	Q1 2026
ALBAlbemarle Corp	$14M	2.18%	0.07%	-49.0%	Q4 2025
TKRTimken Co	$13.1M	2.04%	0.19%	-33.5%	Q4 2025
SEISolaris Energy Infrastructure, Inc.	$12.8M	2.00%	Not reported	+6.3%	Q4 2025
ASAmer Sports, Inc.	$12.8M	2.00%	0.07%	+218.8%	Q4 2025
AGIAlamos Gold Inc	$11.5M	1.80%	0.06%	New	Q1 2026
BTIBritish American Tobacco p.l.c.	$11.4M	1.78%	0.01%	+59.6%	Q4 2025
BBarrick Mining Corp	$10.6M	1.65%	0.02%	+112.8%	Q4 2025
KGCKinross Gold Corp	$9.9M	1.54%	0.03%	New	Q1 2026
SPYSPDR S&P 500 ETF Trust	$9.59M	1.50%	Not reported	+0.6%	Q4 2025
CNRCore Natural Resources, Inc.	$8.16M	1.27%	0.15%	New	Q1 2026
AUGOAura Minerals Inc.	$7.94M	1.24%	0.12%	New	Q1 2026
DDOGDatadog, Inc.	$7.55M	1.18%	0.08%	New	Q1 2026
HLIHoulihan Lokey, Inc.	$6.86M	1.07%	8.13%	-21.7%	Q4 2025
BTUPeabody Energy Corp	$6.42M	1.00%	0.16%	New	Q1 2026
PAMPampa Energy Inc.	$4.76M	0.74%	0.00%	-2.1%	Q4 2025
MEOHMethanex Corp	$4.64M	0.72%	0.10%	New	Q1 2026
ECEcopetrol S.A.	$4.47M	0.70%	0.00%	New	Q1 2026
BKRBaker Hughes Co	$3.96M	0.62%	0.01%	New	Q1 2026
SNOWSnowflake Inc.	$3.92M	0.61%	0.01%	New	Q1 2026
AGBKAGI Inc	$3.78M	0.59%	Not reported	New	Q1 2026
XPXP Inc.	$3.71M	0.58%	Not reported	-68.1%	Q4 2025
PBRPetrobras - Petroleo Brasileiro SA	$2.7M	0.42%	0.00%	New	Q1 2026
ENLTEnlight Renewable Energy Ltd.	$2.66M	0.41%	0.03%	New	Q1 2026
REMXRemedytemp Inc	$2.07M	0.32%	Not reported	+4.9%	Q4 2025
PLTRPalantir Technologies Inc.	$1.9M	0.30%	0.00%	New	Q1 2026
NOWServiceNow, Inc.	$1.36M	0.21%	0.00%	New	Q1 2026
SRADSportradar Group AG	$435K	0.07%	Not reported	-92.9%	Q4 2025
Q4 2025Reported Jul 9, 202646 positions
NRGNRG Energy, Inc.	$38.9M	6.95%	0.13%	New	Q4 2025
ALBAlbemarle Corp	$21.6M	3.86%	0.13%	New	Q4 2025
NXTNextpower Inc.	$21.3M	3.80%	0.18%	New	Q4 2025
SQMChemical & Mining Co of Chile Inc	$21M	3.75%	0.12%	New	Q4 2025
LITELumentum Holdings Inc.	$20.2M	3.62%	0.08%	New	Q4 2025
ECHOEchoStar CORP	$19.9M	3.56%	0.38%	New	Q4 2025
PHParker-Hannifin Corp	$18.8M	3.36%	0.02%	New	Q4 2025
SNSharkNinja, Inc.	$17.1M	3.05%	0.11%	New	Q4 2025
HUTHut 8 Corp.	$16.8M	3.01%	0.33%	New	Q4 2025
CWCurtiss Wright Corp	$16.8M	3.01%	0.08%	New	Q4 2025
TKRTimken Co	$16.4M	2.94%	0.28%	New	Q4 2025
CHRWC. H. Robinson Worldwide, Inc.	$15.7M	2.81%	0.08%	New	Q4 2025
CVNACarvana Co.	$15.5M	2.76%	Not reported	New	Q4 2025
HBMHudbay Minerals Inc.	$14.5M	2.60%	0.19%	New	Q4 2025
CLSCelestica Inc	$14.4M	2.58%	0.04%	New	Q4 2025
CCitigroup Inc	$14.2M	2.55%	0.01%	New	Q4 2025
CELHCelsius Holdings, Inc.	$14M	2.50%	0.12%	New	Q4 2025
MSMorgan Stanley	$13M	2.32%	0.00%	New	Q4 2025
PAASPan American Silver Corp	$12.6M	2.26%	0.06%	New	Q4 2025
TTMITTM Technologies Inc	$12.6M	2.26%	0.18%	New	Q4 2025
CRHCRH Public Ltd Co	$11.4M	2.04%	0.01%	New	Q4 2025
CCJCameco Corp	$11.2M	2.00%	0.03%	New	Q4 2025
HLIHoulihan Lokey, Inc.	$10.6M	1.90%	10.38%	New	Q4 2025
TRUTransUnion	$10.5M	1.87%	0.06%	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$10M	1.79%	Not reported	New	Q4 2025
XPXP Inc.	$9.99M	1.79%	Not reported	New	Q4 2025
SEISolaris Energy Infrastructure, Inc.	$9.82M	1.76%	Not reported	New	Q4 2025
SRADSportradar Group AG	$8.7M	1.56%	Not reported	New	Q4 2025
BTIBritish American Tobacco p.l.c.	$6.91M	1.24%	0.01%	New	Q4 2025
RLRalph Lauren Corp	$6.47M	1.16%	Not reported	New	Q4 2025
DECKDeckers Outdoor Corp	$6.33M	1.13%	0.04%	New	Q4 2025
CENXCentury Aluminum Co	$5.98M	1.07%	0.15%	New	Q4 2025
BBarrick Mining Corp	$5.31M	0.95%	0.01%	New	Q4 2025
FLUTFlutter Entertainment plc	$5.25M	0.94%	0.01%	New	Q4 2025
VIKViking Holdings Ltd	$5.23M	0.94%	Not reported	New	Q4 2025
PAMPampa Energy Inc.	$4.86M	0.87%	0.00%	New	Q4 2025
KGSKodiak Gas Services, Inc.	$4.56M	0.82%	0.14%	New	Q4 2025
ASAmer Sports, Inc.	$4.56M	0.82%	0.02%	New	Q4 2025
CMGChipotle Mexican Grill Inc	$4.52M	0.81%	0.01%	New	Q4 2025
HPEHewlett Packard Enterprise Co	$4.4M	0.79%	0.01%	New	Q4 2025
IAGIamgold Corp	$4.03M	0.72%	0.04%	New	Q4 2025
GAPGap Inc	$3.12M	0.56%	0.03%	New	Q4 2025
EATBrinker International, Inc	$2.63M	0.47%	0.04%	New	Q4 2025
ROSTRoss Stores, Inc.	$2.2M	0.39%	0.00%	New	Q4 2025
REMXRemedytemp Inc	$1.65M	0.30%	Not reported	New	Q4 2025
WMTWalmart Inc.	$680K	0.12%	0.00%	New	Q4 2025

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