13F HOLDINGS REPORT
Wealth High Governance Capital Ltda
Quarter ended Q4 2024 · Filed February 7, 2025 · Accession 0002028828-25-000009
Total Value
$284.9M
Positions
41
Other Managers
0
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | E L F BEAUTY INC | ELF | 160,000 | $17.4M | 6.12% |
| 2 | META PLATFORMS INC | META | 30,000 | $17.2M | 6.03% |
| 3 | ABERCROMBIE & FITCH CO | ANF | 90,000 | $12.6M | 4.42% |
| 4 | WINGSTOP INC | WING | 30,000 | $12.5M | 4.38% |
| 5 | CAMECO CORP | CCJ | 250,000 | $11.9M | 4.19% |
| 6 | LPL FINL HLDGS INC | 50212V100 | 50,000 | $11.6M | 4.08% |
| 7 | ARISTA NETWORKS INC | ANET | 30,000 | $11.5M | 4.04% |
| 8 | JEFFERIES FINL GROUP INC | 47233W109 | 180,000 | $11.1M | 3.89% |
| 9 | HUBSPOT INC | HUBS | 20,000 | $10.6M | 3.73% |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 60,000 | $9.8M | 3.46% |
| 11 | NVIDIA CORPORATION | NVDA | 80,000 | $9.7M | 3.41% |
| 12 | FLUTTER ENTMT PLC | G3643J108 | 40,000 | $9.5M | 3.33% |
| 13 | UNITY SOFTWARE INC | U | 400,000 | $9.0M | 3.18% |
| 14 | CAPITAL ONE FINL CORP | 14040H105 | 60,000 | $9.0M | 3.15% |
| 15 | PARKER-HANNIFIN CORP | PH | 14,000 | $8.8M | 3.10% |
| 16 | BROADCOM INC | AVGO | 50,000 | $8.6M | 3.03% |
| 17 | ALCOA CORP | AA | 200,000 | $7.7M | 2.71% |
| 18 | BIRKENSTOCK HOLDING PLC | BIRK | 150,000 | $7.4M | 2.60% |
| 19 | DECKERS OUTDOOR CORP | DECK | 40,000 | $6.4M | 2.24% |
| 20 | VIKING HOLDINGS LTD | VIK | 180,000 | $6.3M | 2.20% |
| 21 | RANGE RES CORP | RRC | 198,636 | $6.1M | 2.14% |
| 22 | ANTERO RESOURCES CORP | AR | 200,000 | $5.7M | 2.01% |
| 23 | GAP INC | GAP | 250,000 | $5.5M | 1.93% |
| 24 | BOEING CO | BA-PA | 30,000 | $4.6M | 1.60% |
| 25 | ERO COPPER CORP | ERO | 200,000 | $4.5M | 1.56% |
| 26 | ELI LILLY & CO | LLY | 5,000 | $4.4M | 1.55% |
| 27 | DISCOVER FINL SVCS | 254709108 | 30,000 | $4.2M | 1.48% |
| 28 | CHESAPEAKE ENERGY CORP | EXE | 50,000 | $4.1M | 1.44% |
| 29 | BITDEER TECHNOLOGIES GROUP | BTDR | 500,000 | $3.9M | 1.37% |
| 30 | SEA LTD | SE | 40,000 | $3.8M | 1.32% |
| 31 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 2,000 | $3.7M | 1.29% |
| 32 | HUT 8 CORP | HUT | 300,000 | $3.7M | 1.29% |
| 33 | KASPI KZ JSC | 48581R205 | 30,000 | $3.2M | 1.12% |
| 34 | HOULIHAN LOKEY INC | HLI | 20,000 | $3.2M | 1.11% |
| 35 | GLOBAL X FDS | 37954Y871 | 100,000 | $2.9M | 1.00% |
| 36 | TERAWULF INC | WULF | 600,000 | $2.8M | 0.99% |
| 37 | VISTA ENERGY S.A.B. DE C.V. | VSOGF | 60,000 | $2.7M | 0.93% |
| 38 | AMAZON COM INC | AMZN | 10,000 | $1.9M | 0.65% |
| 39 | CRH PLC | CRH | 20,000 | $1.9M | 0.65% |
| 40 | HUDBAY MINERALS INC | HBM | 200,000 | $1.8M | 0.65% |
| 41 | IRIS ENERGY LTD | IREN | 200,000 | $1.7M | 0.59% |