WEALTH HIGH GOVERNANCE CAPITAL LTDA
Q1 2026 Form 13-F
SAO PAULO, BRAZIL
CIK 0002028828
· Institutional investment manager
Holdings reported by
BW Gestao de Investimentos Ltda since Q4 2024
$333.2M Reported Value Total
Reported value
$333.2M
Quarter over quarter
+12.2%
Holdings
46
Top-10 concentration
43.3%
Filing Structure
Holdings reported by
- BW Gestao de Investimentos Ltda · since Q4 2024
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Fernando Shirakawa
Chief Operating Officer
Filing Navigation
13F Metrics
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Q1 2026 13F record
Q1 2026 13F filing summary
| Period of report | March 31, 2026 |
|---|---|
| Filed | June 18, 2026 |
| Form | 13F-HR |
| Reported value | $333.2M |
| Positions | 46 |
| Change in reported value | -2.4% |
| New positions | 23 |
| Exited positions | 23 |
| Position turnover | 66.7% |
| Top-10 concentration | 43.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 13, 2026
|
35 | $334.4M |
|
Q1 2026 13F
Filed Jun 18, 2026
|
46 | $333.2M |
|
Q4 2025 13F
Filed Jan 30, 2026
|
46 | $341.3M |
|
Q3 2025 13F
Filed Nov 13, 2025
|
35 | $348.2M |
|
Q2 2025 13F
Filed Aug 14, 2025
|
33 | $322.4M |
|
Q1 2025 13F
Filed May 15, 2025
|
26 | $153.0M |
|
Q4 2024 13F
Filed Feb 7, 2025
|
45 | $278.8M |
|
Q3 2024 13F
Filed Feb 7, 2025
|
41 | $284.9M |
|
Q2 2024 13F
Filed Feb 7, 2025
|
41 | $403.2M |
|
Q1 2024 13F
Filed Feb 7, 2025
|
61 | $447.3M |
|
Q4 2023 13F
Filed Feb 7, 2025
|
20 | $232.3M |
|
Q3 2023 13F
Filed Feb 7, 2025
|
20 | $287.7M |
|
Q2 2023 13F
Filed Feb 7, 2025
|
19 | $238.6M |
|
Q1 2023 13F
Filed Feb 7, 2025
|
20 | $224.4M |
|
Q4 2022 13F
Filed Feb 7, 2025
|
10 | $139.1M |
Top 20 holdings · Q1 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | FIX COMFORT SYS USA INC | $19.3M | 5.8% |
| 2 | ROST ROSS STORES INC | $19.0M | 5.7% |
| 3 | PH PARKER-HANNIFIN CORP | $18.9M | 5.66% |
| 4 | PAAS PAN AMERN SILVER CORP | $17.3M | 5.18% |
| 5 | NRG NRG ENERGY INC | $12.8M | 3.85% |
| 6 | FCX FREEPORT MCMORAN INC | $12.4M | 3.72% |
| 7 | CW CURTISS WRIGHT CORP | $12.0M | 3.59% |
| 8 | SN SHARKNINJA INC | $11.2M | 3.35% |
| 9 | CIEN CIENA CORP | $10.9M | 3.27% |
| 10 | NXT NEXTPOWER INC | $10.6M | 3.17% |
| 11 | VST VISTRA CORP | $10.5M | 3.16% |
| 12 | DOCN DIGITALOCEAN HLDSG INC | $10.5M | 3.16% |
| 13 | SATS ECHOSTAR CORP | $10.3M | 3.08% |
| 14 | CLS CELESTICA INC | $9.9M | 2.96% |
| 15 | LITE LUMENTUM HLDGS INC | $9.8M | 2.96% |
| 16 | CELH CELSIUS HLGDS INC | $8.7M | 2.61% |
| 17 | NET CLOUDFLARE INC | $8.7M | 2.61% |
| 18 | CENX CENTURY ALUM CO | $8.2M | 2.48% |
| 19 | VIST VISTA ENERGY S.A.B. DE C.V. | $7.9M | 2.38% |
| 20 | SKM SK TELECOM CO LTD | $7.7M | 2.32% |
Values as reported on the Q1 2026 Form 13F. Every position is in the holdings table below.