Wealth High Governance Asset Management Ltda.
Wealth High Governance Asset Management Ltda. reported 50 holdings worth US$940M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Wealth High Governance Asset Management Ltda. reported 50 holdings worth US$940M as of Jun 30, 2026. Largest: Generac Holdings Inc., Corning Incorporated and Parker-hannifin Corporation. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 50
- Value as reported
- US$940M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Generac Holdings Inc. | 217K | US$63.6M | 6.8% |
| Corning Incorporated | 181K | US$46.2M | 4.9% |
| Parker-hannifin Corporation | 43,440 | US$42.5M | 4.5% |
| Timken Company (the) | 290K | US$42.1M | 4.5% |
| Advanced Micro Devices Inc | 72,398 | US$42.1M | 4.5% |
| Sharkninja, Inc. | 253K | US$38.6M | 4.1% |
| Datadog, Inc. | 145K | US$37.7M | 4.0% |
| Comfort Systems Usa, Inc. | 18,096 | US$35.9M | 3.8% |
| Hut 8 Corp. | 290K | US$33.4M | 3.6% |
| Curtiss-wright Corporation | 43,434 | US$32.9M | 3.5% |
| Forgent Power Solutions, Inc. | 579K | US$32.4M | 3.4% |
| Mks Inc. | 72,400 | US$32.2M | 3.4% |
| Applied Materials, Inc. | 43,440 | US$31.4M | 3.3% |
| Ultra Clean Holdings, Inc. | 217K | US$31M | 3.3% |
| Caterpillar, Inc. | 28,960 | US$30.8M | 3.3% |
| Roblox Corporation | 434K | US$23.6M | 2.5% |
| Solaris Energy Infrastructure, Inc. | 290K | US$23.3M | 2.5% |
| Ross Stores, Inc. | 109K | US$23.1M | 2.5% |
| Digitalocean Holdings, Inc. | 145K | US$22.7M | 2.4% |
| Nextpower Inc. | 181K | US$21.6M | 2.3% |
| J.b. Hunt Transport Services, Inc. | 72,399 | US$21M | 2.2% |
| Solv Energy, Inc. | 579K | US$19.7M | 2.1% |
| Bitdeer Technologies Group | 1.16M | US$18.4M | 2.0% |
| Ciena Corporation | 36,187 | US$17.8M | 1.9% |
| Hyperliquid Strategies Inc | 2.17M | US$17.1M | 1.8% |
| Amer Sports, Inc. | 434K | US$14.7M | 1.6% |
| British American Tobacco P.l.c. | 217K | US$13.4M | 1.4% |
| Brinker International, Inc. | 57,919 | US$9.73M | 1.0% |
| Sk Telecom Co., Ltd. | 217K | US$6.98M | 0.74% |
| Almonty Industries Inc. | 290K | US$4.79M | 0.51% |
| Credo Technology Group Holding Ltd | 14,480 | US$3.94M | 0.42% |
| Amazon.com, Inc. | 10,146 | US$2.42M | 0.26% |
| Agi Inc | 72,366 | US$512K | 0.05% |
Source
View original at SEC
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