13F HOLDINGS REPORT
Wealth High Governance Capital Ltda
Quarter ended Q4 2024 · Filed February 7, 2025 · Accession 0002028828-25-000010
Total Value
$278.8M
Positions
45
Other Managers
0
Confidential Omitted
No
Holdings (45)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 37,262 | $21.8M | 7.83% |
| 2 | BIRKENSTOCK HOLDING PLC | BIRK | 248,741 | $14.1M | 5.05% |
| 3 | NVIDIA CORPORATION | NVDA | 99,200 | $13.3M | 4.78% |
| 4 | CISCO SYS INC | CSCO | 186,732 | $11.1M | 3.96% |
| 5 | AMAZON COM INC | AMZN | 49,600 | $10.9M | 3.90% |
| 6 | MICROSOFT CORP | MSFT | 24,962 | $10.5M | 3.77% |
| 7 | GE AEROSPACE | 369604301 | 62,018 | $10.3M | 3.71% |
| 8 | ROYAL BK CDA | 780087102 | 85,000 | $10.2M | 3.67% |
| 9 | APPLOVIN CORP | APP | 31,000 | $10.0M | 3.60% |
| 10 | E L F BEAUTY INC | ELF | 74,684 | $9.4M | 3.36% |
| 11 | CELESTICA INC | CLS | 99,258 | $9.2M | 3.29% |
| 12 | BROADCOM INC | AVGO | 37,199 | $8.6M | 3.09% |
| 13 | EQT CORP | EQT | 186,634 | $8.6M | 3.09% |
| 14 | MARVELL TECHNOLOGY INC | MRVL | 74,400 | $8.2M | 2.95% |
| 15 | EXPAND ENERGY CORPORATION | EXE | 74,668 | $7.4M | 2.67% |
| 16 | HOWMET AEROSPACE INC | HWM | 62,160 | $6.8M | 2.44% |
| 17 | BITDEER TECHNOLOGIES GROUP | BTDR | 311,308 | $6.7M | 2.42% |
| 18 | ULTA BEAUTY INC | ULTA | 15,500 | $6.7M | 2.42% |
| 19 | INTUITIVE SURGICAL INC | ISRG | 12,422 | $6.5M | 2.33% |
| 20 | FLUTTER ENTMT PLC | G3643J108 | 24,872 | $6.4M | 2.31% |
| 21 | VERTEX PHARMACEUTICALS INC | VRTX | 15,528 | $6.3M | 2.24% |
| 22 | REDDIT INC | RDDT | 37,200 | $6.1M | 2.18% |
| 23 | PARKER-HANNIFIN CORP | PH | 9,250 | $5.9M | 2.11% |
| 24 | GAP INC | GAP | 248,287 | $5.9M | 2.10% |
| 25 | ARISTA NETWORKS INC | ANET | 49,600 | $5.5M | 1.97% |
| 26 | RIOT PLATFORMS INC | RIOT | 498,214 | $5.1M | 1.82% |
| 27 | ELI LILLY & CO | LLY | 6,200 | $4.8M | 1.72% |
| 28 | PALANTIR TECHNOLOGIES INC | PLTR | 62,000 | $4.7M | 1.68% |
| 29 | BOSTON SCIENTIFIC CORP | BSX | 49,750 | $4.4M | 1.59% |
| 30 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 186,634 | $4.0M | 1.43% |
| 31 | NOVANTA INC | NOVTU | 24,836 | $3.8M | 1.36% |
| 32 | ENTERGY CORP NEW | ENO | 49,658 | $3.8M | 1.35% |
| 33 | PPL CORP | PPLC | 93,000 | $3.0M | 1.08% |
| 34 | VISTA ENERGY S.A.B. DE C.V. | VSOGF | 49,868 | $2.7M | 0.97% |
| 35 | XCEL ENERGY INC | XELLL | 37,252 | $2.5M | 0.90% |
| 36 | NISOURCE INC | NI | 62,078 | $2.3M | 0.82% |
| 37 | ANTERO RESOURCES CORP | AR | 62,001 | $2.2M | 0.78% |
| 38 | HUDBAY MINERALS INC | HBM | 248,884 | $2.0M | 0.72% |
| 39 | TRANSALTA CORP | TACPF | 124,122 | $1.8M | 0.63% |
| 40 | IREN LIMITED | IREN | 124,439 | $1.2M | 0.44% |
| 41 | RANGE RES CORP | RRC | 31,001 | $1.1M | 0.40% |
| 42 | SEMPRA | SREA | 12,418 | $1.1M | 0.39% |
| 43 | WINGSTOP INC | WING | 3,082 | $875,904 | 0.31% |
| 44 | CAMECO CORP | CCJ | 12,668 | $651,009 | 0.23% |
| 45 | TERAWULF INC | WULF | 62,402 | $353,195 | 0.13% |