§ 13F · FUND PROFILE
Wealth High Governance Capital Ltda.
AUM · $334M (13F)Positions · 35Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$187M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GNRC | GENERAC HLDGS INC | 83K | $24M | 7.3% | NEW |
| 2 | GLW | CORNING INC | 69K | $18M | 5.3% | NEW |
| 3 | PH | PARKER-HANNIFIN CORP | 17K | $16M | 4.8% | −21% |
| 4 | TKR | TIMKEN CO | 110K | $16M | 4.8% | +57% |
| 5 | AMD | ADVANCED MICRO DEVICES INC | 28K | $16M | 4.8% | NEW |
| 6 | SN | SHARKNINJA INC | 97K | $15M | 4.4% | −8% |
| 7 | DDOG | DATADOG INC | 55K | $14M | 4.3% | +60% |
| 8 | FIX | COMFORT SYS USA INC | 7K | $14M | 4.1% | −51% |
| 9 | HUT | HUT 8 CORP | 110K | $13M | 3.8% | NEW |
| 10 | CW | CURTISS WRIGHT CORP | 17K | $13M | 3.8% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
Wealth High Governance Capital Ltda is a Other fund managing $334 million in assets. The fund runs a portfolio of 35 positions.
Read the full dossier →