StockDriftsStockDriftsTop 46 Wealth High Governance Asset Management Ltda. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FIX | COMFORT SYS USA INC | 5.82% | 12.0K | $16.5M | new | $1156.14(+50.61%) | 2026-03-31 | |
| ROST | ROSS STORES INC | 5.71% | 74.6K | $16.2M | +1592.02%(+70.21K) | $196.49(+8.62%) | 2026-03-31 | |
| PH | PARKER-HANNIFIN CORP | 5.64% | 17.9K | $16.0M | +131.46%(+10.15K) | $857.49(+12.29%) | 2026-03-31 | |
| PAAS | PAN AMERN SILVER CORP | 5.16% | 267.6K | $14.6M | +203.96%(+179.56K) | $50.60(-8.53%) | 2026-03-31 | |
| NRG | NRG ENERGY INC | 3.85% | 74.6K | $10.9M | -15.42%(-13.61K) | $160.60(-14.88%) | 2026-03-31 | |
| FCX | FREEPORT MCMORAN INC | 3.7% | 178.4K | $10.5M | new | $54.78(+11.29%) | 2026-03-31 | |
| CW | CURTISS WRIGHT CORP | 3.57% | 14.8K | $10.1M | +34.68%(+3.82K) | $564.90(+34.58%) | 2026-03-31 | |
| SN | SHARKNINJA INC | 3.33% | 89.1K | $9.4M | +61.63%(+33.98K) | $108.05(+40.19%) | 2026-03-31 | |
| CIEN | CIENA CORP | 3.28% | 23.9K | $9.3M | new | $311.05(+35.82%) | 2026-03-31 | |
| NXT | NEXTPOWER INC | 3.17% | 74.6K | $9.0M | -15.44%(-13.62K) | $80.55(+40.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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