§ 13F · FUND PROFILE
Wealth High Governance Asset Management Ltda..
AUM · $940M (13F)Positions · 50Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$536M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GNRC | GENERAC HLDGS INC | 217K | $64M | 6.8% | NEW |
| 2 | GLW | CORNING INC | 181K | $46M | 4.9% | NEW |
| 3 | PH | PARKER-HANNIFIN CORP | 43K | $42M | 4.5% | −24% |
| 4 | TKR | TIMKEN CO | 290K | $42M | 4.5% | +53% |
| 5 | AMD | ADVANCED MICRO DEVICES INC | 72K | $42M | 4.5% | NEW |
| 6 | SN | SHARKNINJA INC | 253K | $39M | 4.1% | −11% |
| 7 | DDOG | DATADOG INC | 145K | $38M | 4.0% | +55% |
| 8 | FIX | COMFORT SYS USA INC | 18K | $36M | 3.8% | −52% |
| 9 | HUT | HUT 8 CORP | 290K | $33M | 3.6% | NEW |
| 10 | CW | CURTISS WRIGHT CORP | 43K | $33M | 3.5% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
Wealth High Governance Asset Management Ltda. is a institutional fund managing $940 million in assets. The fund runs a portfolio of 50 positions.
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