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Wealth High Governance Capital Ltda

CIK:0002028828
Hedge Fund
$260M AUM
33 holdings
São Paulo, SP, Brazil
Founded:2019
86 employees
Latest filing:Jun 30, 2025

Wealth High Governance Capital Ltda. is an independent financial institution headquartered in São Paulo, Brazil, specializing in wealth management and asset management. Founded in 2019, the firm operates with a high level of governance, offering customized solutions and global portfolio management. Its staff draws on more than 20 years of experience serving private wealth clients, focusing on long-term relationships, trust, and a mature management model. The team size is estimated at around 86 employees and they cater primarily to private wealth and institutional investors.

Investment Strategy

Wealth High Governance Capital Ltda. manages equity and global macro funds. The firm emphasizes global portfolio management and custom solutions for each client, leveraging a team with extensive experience in the wealth management sector. The investment approach is characterized by independence, high governance standards, and alignment with client interests. They seek long-term partnerships via a mature and tested investment model designed to provide broad and flexible access to global asset classes.

Latest 13F Filing Activity

Wealth High Governance Capital Ltda filed their most recent 13F report on Jun 30, 2025 disclosing 33 equity positions with a total 13F market value of $322M. The fund increased holdings in NRG Energy Inc., Amazon Com Inc., Microsoft Corp. among other positions. Wealth High Governance Capital Ltda reduced exposure to SPDR Dow Jones Indl Average, Global X FDS, Vaneck Etf Trust among others.

Top Buys
N
NRGNRG ENERGY INC
+$36.3M
A
AMZNAMAZON COM INC
+$19.0M
M
MSFTMICROSOFT CORP
+$18.5M
A
AVGOBROADCOM INC
+$17.7M
O
ONONON HLDG AG
+$17.2M
Top Sells
D
DIASPDR DOW JONES INDL AVERAGE
-$46.2M
C
COPXGLOBAL X FDS
-$12.1M
G
GDXVANECK ETF TRUST
-$11.4M
K
KWEBKRANESHARES TRUST
-$6.5M
A
APPAPPLOVIN CORP
-$4.9M

Top Holdings

N
NRGNRG ENERGY INC
+12.4%$39.8M
A
AVGOBROADCOM INC
+7.4%$23.9M
O
ONONON HLDG AG
+6.0%$19.4M
A
AMZNAMAZON COM INC
+5.9%$19.0M
M
MSFTMICROSOFT CORP
+5.7%$18.5M

Equity Positions (33)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
NRG ENERGY INC12.35%$39.8M248,000$150.81$160.58+$36.3M
BROADCOM INC7.42%$23.9M86,800$216.77$275.65+$17.7M
ON HLDG AG6.01%$19.4M372,000$50.97$52.05+$17.2M
AMAZON COM INC5.91%$19.0M86,800$219.39$219.39+$19.0M
MICROSOFT CORP5.74%$18.5M37,200$497.41$497.41+$18.5M

Industry Allocation

CRUDE PETROLEUM & NATURAL GAS
+18.5%
METAL MINING
+6.3%
ELECTRIC SERVICES
+5.6%
FINANCE SERVICES
+4.8%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+4.5%