Wealth High Governance Asset Management Ltda. current holdings: USA Stocks
Wealth High Governance Asset Management Ltda. reported $0.83 billion in share positions in stocks (listed in the US), 33 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are GNRC, GLW, PH.
- GNRC: Country of operation United States; Class COM; Shares 217,195; Value $63,596,868.
- GLW: Country of operation United States; Class COM; Shares 180,986; Value $46,229,254.
- PH: Country of operation United States; Class COM; Shares 43,440; Value $42,489,533.
- TKR: Country of operation United States; Class COM; Shares 289,555; Value $42,078,133.
Form 13F-HR as filed (SEC CIK 2111728): quarter ended 2026-06-30, filed 2026-08-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
GNRC
GENERAC HLDGS INC | United States | COM | 217,195 | $63,596,868 | 7.45% | 2026-06-30 | 2026-08-12 | -27.52% |
|---|
GLW
CORNING INC | United States | COM | 180,986 | $46,229,254 | 5.41% | 2026-06-30 | 2026-08-12 | -37.87% |
|---|
PH
PARKER-HANNIFIN CORP | United States | COM | 43,440 | $42,489,533 | 4.98% | 2026-06-30 | 2026-08-12 | -0.79% |
|---|
TKR
TIMKEN CO | United States | COM | 289,555 | $42,078,133 | 4.93% | 2026-06-30 | 2026-08-12 | -19.31% |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 72,398 | $42,056,722 | 4.93% | 2026-06-30 | 2026-08-12 | +4.59% |
|---|
SN
SHARKNINJA INC | United States | COM SHS | 253,389 | $38,583,543 | 4.52% | 2026-06-30 | 2026-08-12 | +19.81% |
|---|
DDOG
DATADOG INC | United States | CL A COM | 144,774 | $37,693,359 | 4.41% | 2026-06-30 | 2026-08-12 | +3.15% |
|---|
FIX
COMFORT SYS USA INC | United States | COM | 18,096 | $35,865,367 | 4.20% | 2026-06-30 | 2026-08-12 | -15.99% |
|---|
HUT
HUT 8 CORP | United States | COM | 289,537 | $33,425,599 | 3.91% | 2026-06-30 | 2026-08-12 | -19.57% |
|---|
CW
CURTISS WRIGHT CORP | United States | COM | 43,434 | $32,912,548 | 3.85% | 2026-06-30 | 2026-08-12 | -29.55% |
|---|
FPS
FORGENT POWER SOLUTIONS INC | United States | COM SHS CL A | 579,176 | $32,352,771 | 3.79% | 2026-06-30 | 2026-08-12 | -33.40% |
|---|
MKSI
MKS INC. | United States | COM | 72,400 | $32,203,520 | 3.77% | 2026-06-30 | 2026-08-12 | -40.19% |
|---|
AMAT
APPLIED MATLS INC | United States | COM | 43,440 | $31,407,120 | 3.68% | 2026-06-30 | 2026-08-12 | -29.18% |
|---|
UCTT
ULTRA CLEAN HLDGS INC | United States | COM | 217,157 | $30,964,417 | 3.63% | 2026-06-30 | 2026-08-12 | -43.57% |
|---|
CAT
CATERPILLAR INC | United States | COM | 28,960 | $30,839,504 | 3.61% | 2026-06-30 | 2026-08-12 | -22.37% |
|---|
RBLX
ROBLOX CORP | United States | CL A | 434,362 | $23,620,606 | 2.77% | 2026-06-30 | 2026-08-12 | -24.27% |
|---|
SEI
SOLARIS ENERGY INFRAS INC | United States | COM CL A | 289,518 | $23,294,618 | 2.73% | 2026-06-30 | 2026-08-12 | -15.06% |
|---|
ROST
ROSS STORES INC | United States | COM | 108,595 | $23,114,446 | 2.71% | 2026-06-30 | 2026-08-12 | +10.12% |
|---|
DOCN
DIGITALOCEAN HLDGS INC | United States | COM | 144,778 | $22,734,489 | 2.66% | 2026-06-30 | 2026-08-12 | -14.02% |
|---|
NXT
NEXTPOWER INC | United States | CLASS A COM | 180,950 | $21,558,383 | 2.52% | 2026-06-30 | 2026-08-12 | -33.43% |
|---|
JBHT
HUNT J B TRANS SVCS INC | United States | COM | 72,399 | $20,954,443 | 2.45% | 2026-06-30 | 2026-08-12 | -20.78% |
|---|
MWH
SOLV ENERGY INC | United States | COM SHS CL A | 579,148 | $19,719,989 | 2.31% | 2026-06-30 | 2026-08-12 | -28.84% |
|---|
BTDR
BITDEER TECHNOLOGIES GROUP | | CL A ORD SHS | 1,158,375 | $18,383,411 | 2.15% | 2026-06-30 | 2026-08-12 | -31.32% |
|---|
CIEN
CIENA CORP | United States | COM NEW | 36,187 | $17,751,895 | 2.08% | 2026-06-30 | 2026-08-12 | -27.65% |
|---|
PURR
HYPERLIQUID STRATEGIES INC | United States | COM | 2,171,952 | $17,093,262 | 2.00% | 2026-06-30 | 2026-08-12 | +51.46% |
|---|
AS
AMER SPORTS INC | Cayman Islands | COM SHS | 434,387 | $14,699,656 | 1.72% | 2026-06-30 | 2026-08-12 | -19.50% |
|---|
ENLT
ENLIGHT RENEWABLE ENERGY LTD | | SHS | 144,778 | $12,888,138 | 1.51% | 2026-06-30 | 2026-08-12 | -21.44% |
|---|
EAT
BRINKER INTL INC | United States | COM | 57,919 | $9,730,392 | 1.14% | 2026-06-30 | 2026-08-12 | +18.52% |
|---|
ALM
ALMONTY INDS INC | | COM NEW | 289,537 | $4,794,733 | 0.56% | 2026-06-30 | 2026-08-12 | -20.35% |
|---|
CRDO
CREDO TECHNOLOGY GROUP HOLDI | Cayman Islands | ORDINARY SHARES | 14,480 | $3,937,836 | 0.46% | 2026-06-30 | 2026-08-12 | -29.27% |
|---|
DPC
DPC HOLDINGS PLC | United Kingdom | ORDINARY SHARES | 72,399 | $3,551,895 | 0.42% | 2026-06-30 | 2026-08-12 | -15.49% |
|---|
AMZN
AMAZON COM INC | United States | COM | 10,146 | $2,418,198 | 0.28% | 2026-06-30 | 2026-08-12 | +3.50% |
|---|
AGBK
AGI INC | | COM SHS CL A | 72,366 | $512,351 | 0.06% | 2026-06-30 | 2026-08-12 | -19.92% |
|---|
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