Wealth High Governance Capital Ltda

SAO PAULO, D5 · CIK 2028828 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityWEALTH HIGH GOVERNANCE CAPITAL LTDA (BR)

Others nearbySão Paulo

$334.4m reported value +0.4% vs Q1 2026

35positions

47.3%in top 10

19 new 3 added 13 reduced 30 sold out vs Q1 2026

Also in the report of:

BW Gestao de Investimentos Ltda.

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	GENERAC HLDGS INC COM GNRC	GNRC	82,805	$24.2m7.25%	7.25%	New
2	CORNING INC COM GLW	GLW	69,014	$17.6m5.27%	5.27%	New
3	PARKER-HANNIFIN CORP COM PH	PH	16,560	$16.2m4.84%	4.84%	Reduced -4.5k	-4,508 -21.4%
4	TIMKEN CO COM TKR	TKR	110,445	$16.0m4.80%	4.80%	Added +40.3k	+40,262 57.4%
5	ADVANCED MICRO DEVICES INC COM AMD	AMD	27,602	$16.0m4.80%	4.80%	New
6	SHARKNINJA INC COM SHS SN	SN	96,611	$14.7m4.40%	4.40%	Reduced -8.8k	-8,833 -8.4%
7	DATADOG INC CL A COM DDOG	DDOG	55,226	$14.4m4.30%	4.30%	Added +20.6k	+20,623 59.6%
8	COMFORT SYS USA INC COM FIX	FIX	6,904	$13.7m4.09%	4.09%	Reduced -7.1k	-7,119 -50.8%
9	HUT 8 CORP COM HUT	HUT	110,463	$12.8m3.81%	3.81%	New
10	CURTISS WRIGHT CORP COM CW	CW	16,566	$12.6m3.75%	3.75%	Reduced -1.0k	-1,009 -5.7%
11	FORGENT POWER SOLUTIONS INC COM SHS CL A FPS	FPS	220,824	$12.3m3.69%	3.69%	New
12	MKS INC. COM MKSI	MKSI	27,600	$12.3m3.67%	3.67%	New
13	APPLIED MATLS INC COM AMAT	AMAT	16,560	$12.0m3.58%	3.58%	New
14	ULTRA CLEAN HLDGS INC COM UCTT	UCTT	82,843	$11.8m3.53%	3.53%	New
15	CATERPILLAR INC COM CAT	CAT	11,040	$11.8m3.52%	3.52%	New
16	FIRST TR EXCHANGE-TRADED FD GBL WND ENRG ETF FAN	FAN	386,555	$9.7m2.89%	2.89%	New
17	ROBLOX CORP CL A RBLX	RBLX	165,638	$9.0m2.69%	2.69%	New
18	SOLARIS ENERGY INFRAS INC COM CL A SEI	SEI	110,482	$8.9m2.66%	2.66%	Reduced -12.3k	-12,350 -10.1%
19	ROSS STORES INC COM ROST	ROST	41,405	$8.8m2.64%	2.64%	Reduced -46.3k	-46,286 -52.8%
20	DIGITALOCEAN HLDGS INC COM DOCN	DOCN	55,222	$8.7m2.59%	2.59%	Reduced -67.4k	-67,402 -55.0%
21	NEXTRACKER INC CLASS A COM NXT	NXT	69,050	$8.2m2.46%	2.46%	Reduced -18.7k	-18,656 -21.3%
22	HUNT J B TRANS SVCS INC COM JBHT	JBHT	27,601	$8.0m2.39%	2.39%	New
23	SOLV ENERGY INC COM SHS CL A MWH	MWH	220,852	$7.5m2.25%	2.25%	New
24	BITDEER TECHNOLOGIES GROUP CL A ORD SHS BTDR	BTDR	441,625	$7.0m2.10%	2.10%	New
25	CIENA CORP COM NEW CIEN	CIEN	13,813	$6.8m2.03%	2.03%	Reduced -14.2k	-14,219 -50.7%
26	HYPERLIQUID STRATEGIES INC COM PURR	PURR	828,048	$6.5m1.95%	1.95%	New
27	AMER SPORTS INC COM SHS AS	AS	165,613	$5.6m1.68%	1.68%	Reduced -45.3k	-45,260 -21.5%
28	BRITISH AMERN TOB PLC SPONSORED ADR BTI	BTI	82,824	$5.1m1.53%	1.53%	Reduced -22.4k	-22,405 -21.3%
29	ENLIGHT RENEWABLE ENERGY LTD SHS ENLT	ENLT	55,222	$4.9m1.47%	1.47%	Added +34.1k	+34,146 162.0%
30	BRINKER INTL INC COM EAT	EAT	22,081	$3.7m1.11%	1.11%	New
31	SK TELECOM CO LTD SPONSORED ADR SKM	SKM	82,880	$2.7m0.80%	0.80%	Reduced -181.4k	-181,367 -68.6%
32	ALMONTY INDS INC COM NEW ALM	ALM	110,463	$1.8m0.55%	0.55%	New
33	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	5,520	$1.5m0.45%	0.45%	New
34	DPC HOLDINGS PLC ORDINARY SHARES DPC	DPC	27,601	$1.4m0.40%	0.40%	New
35	AGI INC COM SHS CL A AGBK	AGBK	27,634	$195.6k0.06%	0.06%	Reduced -253.0k	-253,007 -90.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PAN AMERN SILVER CORP PAAS	PAAS	316,199	$17.3m316.2k shares
NRG ENERGY INC NRG	NRG	87,698	$12.8m87.7k shares
FREEPORT-MCMORAN INC FCX	FCX	210,816	$12.4m210.8k shares
VISTRA CORP VST	VST	70,132	$10.5m70.1k shares
ECHOSTAR CORP ECHO	ECHO	87,584	$10.3m87.6k shares
CELESTICA INC CLS	CLS	35,042	$9.9m35.0k shares
LUMENTUM HLDGS INC LITE	LITE	14,016	$9.8m14.0k shares
CELSIUS HLDGS INC CELH	CELH	245,377	$8.7m245.4k shares
CLOUDFLARE INC NET	NET	42,107	$8.7m42.1k shares
CENTURY ALUM CO CENX	CENX	140,525	$8.2m140.5k shares
VISTA ENERGY S.A.B. DE C.V. VIST	VIST	105,222	$7.9m105.2k shares
ALBEMARLE CORP ALB	ALB	42,112	$7.6m42.1k shares
ALAMOS GOLD INC NEW AGI	AGI	140,461	$6.2m140.5k shares
BARRICK MNG CORP B	B	140,461	$5.7m140.5k shares
KINROSS GOLD CORP KGC	KGC	175,542	$5.4m175.5k shares
CORE NATURAL RESOURCES INC CNR	CNR	42,071	$4.4m42.1k shares
AURA MINERALS INC AUGO	AUGO	52,666	$4.3m52.7k shares
INVESCO EXCH TRADED FD TR II TAN	TAN	70,165	$3.9m70.2k shares
HOULIHAN LOKEY INC HLI	HLI	25,816	$3.7m25.8k shares
PEABODY ENERGY CORP BTU	BTU	105,101	$3.5m105.1k shares
PAMPA ENERGIA S A PAM	PAM	29,043	$2.6m29.0k shares
METHANEX CORP MEOH	MEOH	42,106	$2.5m42.1k shares
ECOPETROL S A EC	EC	161,246	$2.4m161.2k shares
BAKER HUGHES COMPANY BKR	BKR	35,148	$2.1m35.1k shares
SNOWFLAKE INC SNOW	SNOW	14,006	$2.1m14.0k shares