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Wealth High Governance Asset Management Ltda.
hedge fundUpdated 29 days agoManaged by Wealth High Governance Asset Management Ltda. • Latest filing Q2 2026
Portfolio value
$939.5M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $193.2M |
| Q1 2026 | $283.3M |
| Q2 2026 | $939.5M |
Top holdings
50 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GNRC GENERAC HLDGS INC | $63.6M | 217.2K | 6.77% | — |
| 2 | G GLW CORNING INC | $46.2M | 181.0K | 4.92% | — |
| 3 | P PH PARKER-HANNIFIN CORP | $42.5M | 43.4K | 4.52% | — |
| 4 | T TKR TIMKEN CO | $42.1M | 289.6K | 4.48% | — |
| 5 | A AMD ADVANCED MICRO DEVICES INC | $42.1M | 72.4K | 4.48% | — |
| 6 | S SN SHARKNINJA INC | $38.6M | 253.4K | 4.11% | — |
| 7 | D DDOG DATADOG INC | $37.7M | 144.8K | 4.01% | — |
| 8 | F FIX COMFORT SYS USA INC | $35.9M | 18.1K | 3.82% | — |
| 9 | H HUT HUT 8 CORP | $33.4M | 289.5K | 3.56% | — |
| 10 | C CW CURTISS WRIGHT CORP | $32.9M | 43.4K | 3.50% | — |
| 11 | F FPS FORGENT POWER SOLUTIONS INC | $32.4M | 579.2K | 3.44% | — |
| 12 | M MKSI MKS INC. | $32.2M | 72.4K | 3.43% | — |
| 13 | A AMAT APPLIED MATLS INC | $31.4M | 43.4K | 3.34% | — |
| 14 | U UCTT ULTRA CLEAN HLDGS INC | $31M | 217.2K | 3.30% | — |
| 15 | C CAT CATERPILLAR INC | $30.8M | 29.0K | 3.28% | — |
| 16 | F FPF FIRST TR EXCHANGE-TRADED FD | $28.3M | 1.13M | 3.01% | — |
| 17 | T THYP 21SHARES HYPERLIQUID ETF | $23.9M | 632.6K | 2.55% | — |
| 18 | R RBLX ROBLOX CORP | $23.6M | 434.4K | 2.51% | — |
| 19 | S SEI SOLARIS ENERGY INFRAS INC | $23.3M | 289.5K | 2.48% | — |
| 20 | R ROST ROSS STORES INC | $23.1M | 108.6K | 2.46% | — |