Wealth High Governance Capital Ltda
Wealth High Governance Capital Ltda reported 35 holdings worth US$334M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Wealth High Governance Capital Ltda reported 35 holdings worth US$334M as of Jun 30, 2026. Largest: Generac Holdings Inc., Corning Incorporated and Parker-hannifin Corporation. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 35
- Value as reported
- US$334M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Generac Holdings Inc. | 82,805 | US$24.2M | 7.3% |
| Corning Incorporated | 69,014 | US$17.6M | 5.3% |
| Parker-hannifin Corporation | 16,560 | US$16.2M | 4.8% |
| Timken Company (the) | 110K | US$16M | 4.8% |
| Advanced Micro Devices Inc | 27,602 | US$16M | 4.8% |
| Sharkninja, Inc. | 96,611 | US$14.7M | 4.4% |
| Datadog, Inc. | 55,226 | US$14.4M | 4.3% |
| Comfort Systems Usa, Inc. | 6,904 | US$13.7M | 4.1% |
| Hut 8 Corp. | 110K | US$12.8M | 3.8% |
| Curtiss-wright Corporation | 16,566 | US$12.6M | 3.8% |
| Forgent Power Solutions, Inc. | 221K | US$12.3M | 3.7% |
| Mks Inc. | 27,600 | US$12.3M | 3.7% |
| Applied Materials, Inc. | 16,560 | US$12M | 3.6% |
| Ultra Clean Holdings, Inc. | 82,843 | US$11.8M | 3.5% |
| Caterpillar, Inc. | 11,040 | US$11.8M | 3.5% |
| Roblox Corporation | 166K | US$9.01M | 2.7% |
| Solaris Energy Infrastructure, Inc. | 110K | US$8.89M | 2.7% |
| Ross Stores, Inc. | 41,405 | US$8.81M | 2.6% |
| Digitalocean Holdings, Inc. | 55,222 | US$8.67M | 2.6% |
| Nextpower Inc. | 69,050 | US$8.23M | 2.5% |
| J.b. Hunt Transport Services, Inc. | 27,601 | US$7.99M | 2.4% |
| Solv Energy, Inc. | 221K | US$7.52M | 2.2% |
| Bitdeer Technologies Group | 442K | US$7.01M | 2.1% |
| Ciena Corporation | 13,813 | US$6.78M | 2.0% |
| Hyperliquid Strategies Inc | 828K | US$6.52M | 1.9% |
| Amer Sports, Inc. | 166K | US$5.6M | 1.7% |
| British American Tobacco P.l.c. | 82,824 | US$5.12M | 1.5% |
| Brinker International, Inc. | 22,081 | US$3.71M | 1.1% |
| Sk Telecom Co., Ltd. | 82,880 | US$2.67M | 0.80% |
| Almonty Industries Inc. | 110K | US$1.83M | 0.55% |
| Credo Technology Group Holding Ltd | 5,520 | US$1.5M | 0.45% |
| Agi Inc | 27,634 | US$196K | 0.06% |
Source
View original at SEC
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