Back to Wealth High Governance Capital Ltda
Wealth High Governance Capital Ltda
Q2 2026 13F filing
Updated 28 days ago35 disclosed positions worth $334.4M
Portfolio value
$334.4M
Total holdings
35
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-13
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GNRC GENERAC HLDGS INC | $24.2M | 82.8K | 7.25% | — |
| 2 | G GLW CORNING INC | $17.6M | 69.0K | 5.27% | — |
| 3 | P PH PARKER-HANNIFIN CORP | $16.2M | 16.6K | 4.84% | — |
| 4 | T TKR TIMKEN CO | $16M | 110.4K | 4.80% | — |
| 5 | A AMD ADVANCED MICRO DEVICES INC | $16M | 27.6K | 4.80% | — |
| 6 | S SN SHARKNINJA INC | $14.7M | 96.6K | 4.40% | — |
| 7 | D DDOG DATADOG INC | $14.4M | 55.2K | 4.30% | — |
| 8 | F FIX COMFORT SYS USA INC | $13.7M | 6.9K | 4.09% | — |
| 9 | H HUT HUT 8 CORP | $12.8M | 110.5K | 3.81% | — |
| 10 | C CW CURTISS WRIGHT CORP | $12.6M | 16.6K | 3.75% | — |
| 11 | F FPS FORGENT POWER SOLUTIONS INC | $12.3M | 220.8K | 3.69% | — |
| 12 | M MKSI MKS INC. | $12.3M | 27.6K | 3.67% | — |
| 13 | A AMAT APPLIED MATLS INC | $12M | 16.6K | 3.58% | — |
| 14 | U UCTT ULTRA CLEAN HLDGS INC | $11.8M | 82.8K | 3.53% | — |
| 15 | C CAT CATERPILLAR INC | $11.8M | 11.0K | 3.52% | — |
| 16 | F FPF FIRST TR EXCHANGE-TRADED FD | $9.7M | 386.6K | 2.89% | — |
| 17 | R RBLX ROBLOX CORP | $9M | 165.6K | 2.69% | — |
| 18 | S SEI SOLARIS ENERGY INFRAS INC | $8.9M | 110.5K | 2.66% | — |
| 19 | R ROST ROSS STORES INC | $8.8M | 41.4K | 2.64% | — |
| 20 | D DOCN DIGITALOCEAN HLDGS INC | $8.7M | 55.2K | 2.59% | — |
| 21 | N NXT NEXTPOWER INC | $8.2M | 69.0K | 2.46% | — |
| 22 | H HUM HUNT J B TRANS SVCS INC | $8M | 27.6K | 2.39% | — |
| 23 | ? N/A SOLV ENERGY INC | $7.5M | 220.9K | 2.25% | — |
| 24 | B BTDR BITDEER TECHNOLOGIES GROUP | $7M | 441.6K | 2.10% | — |
| 25 | C CIEN CIENA CORP | $6.8M | 13.8K | 2.03% | — |
| 26 | P PURR HYPERLIQUID STRATEGIES INC | $6.5M | 828.0K | 1.95% | — |
| 27 | A AS AMER SPORTS INC | $5.6M | 165.6K | 1.68% | — |
| 28 | B BTAFF BRITISH AMERN TOB PLC | $5.1M | 82.8K | 1.53% | — |
| 29 | E ENLT ENLIGHT RENEWABLE ENERGY LTD | $4.9M | 55.2K | 1.47% | — |
| 30 | E EAT BRINKER INTL INC | $3.7M | 22.1K | 1.11% | — |
| 31 | S SKM SK TELECOM CO LTD | $2.7M | 82.9K | 0.80% | — |
| 32 | A ALM ALMONTY INDS INC | $1.8M | 110.5K | 0.55% | — |
| 33 | C CRDO CREDO TECHNOLOGY GROUP HOLDI | $1.5M | 5.5K | 0.45% | — |
| 34 | D DPC DPC HOLDINGS PLC | $1.4M | 27.6K | 0.41% | — |
| 35 | A AGBK AGI INC | $196K | 27.6K | 0.06% | — |