Wealth High Governance Capital Ltda current holdings: USA Stocks
Wealth High Governance Capital Ltda reported $0.32 billion in share positions in stocks (listed in the US), 32 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 82,805; Value $24,246,132.
- GLW: Country of operation United States; Class COM; Shares 69,014; Value $17,628,246.
- PH: Country of operation United States; Class COM; Shares 16,560; Value $16,197,667.
- TKR: Country of operation United States; Class COM; Shares 110,445; Value $16,049,867.
Form 13F-HR as filed (SEC CIK 2028828): quarter ended 2026-06-30, filed 2026-08-13. 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 | 82,805 | $24,246,132 | 7.47% | 2026-06-30 | 2026-08-13 | -27.52% |
|---|
GLW
CORNING INC | United States | COM | 69,014 | $17,628,246 | 5.43% | 2026-06-30 | 2026-08-13 | -37.87% |
|---|
PH
PARKER-HANNIFIN CORP | United States | COM | 16,560 | $16,197,667 | 4.99% | 2026-06-30 | 2026-08-13 | -0.79% |
|---|
TKR
TIMKEN CO | United States | COM | 110,445 | $16,049,867 | 4.94% | 2026-06-30 | 2026-08-13 | -19.31% |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 27,602 | $16,034,278 | 4.94% | 2026-06-30 | 2026-08-13 | +4.59% |
|---|
SN
SHARKNINJA INC | United States | COM SHS | 96,611 | $14,710,957 | 4.53% | 2026-06-30 | 2026-08-13 | +19.81% |
|---|
DDOG
DATADOG INC | United States | CL A COM | 55,226 | $14,378,641 | 4.43% | 2026-06-30 | 2026-08-13 | +3.15% |
|---|
FIX
COMFORT SYS USA INC | United States | COM | 6,904 | $13,683,383 | 4.21% | 2026-06-30 | 2026-08-13 | -15.99% |
|---|
HUT
HUT 8 CORP | United States | COM | 110,463 | $12,752,401 | 3.93% | 2026-06-30 | 2026-08-13 | -19.57% |
|---|
CW
CURTISS WRIGHT CORP | United States | COM | 16,566 | $12,553,052 | 3.87% | 2026-06-30 | 2026-08-13 | -29.55% |
|---|
FPS
FORGENT POWER SOLUTIONS INC | United States | COM SHS CL A | 220,824 | $12,335,229 | 3.80% | 2026-06-30 | 2026-08-13 | -33.40% |
|---|
MKSI
MKS INC. | United States | COM | 27,600 | $12,276,480 | 3.78% | 2026-06-30 | 2026-08-13 | -40.19% |
|---|
AMAT
APPLIED MATLS INC | United States | COM | 16,560 | $11,972,880 | 3.69% | 2026-06-30 | 2026-08-13 | -29.18% |
|---|
UCTT
ULTRA CLEAN HLDGS INC | United States | COM | 82,843 | $11,812,583 | 3.64% | 2026-06-30 | 2026-08-13 | -43.57% |
|---|
CAT
CATERPILLAR INC | United States | COM | 11,040 | $11,756,496 | 3.62% | 2026-06-30 | 2026-08-13 | -22.37% |
|---|
RBLX
ROBLOX CORP | United States | CL A | 165,638 | $9,007,394 | 2.77% | 2026-06-30 | 2026-08-13 | -24.27% |
|---|
SEI
SOLARIS ENERGY INFRAS INC | United States | COM CL A | 110,482 | $8,889,382 | 2.74% | 2026-06-30 | 2026-08-13 | -15.06% |
|---|
ROST
ROSS STORES INC | United States | COM | 41,405 | $8,813,054 | 2.71% | 2026-06-30 | 2026-08-13 | +10.12% |
|---|
DOCN
DIGITALOCEAN HLDGS INC | United States | COM | 55,222 | $8,671,511 | 2.67% | 2026-06-30 | 2026-08-13 | -14.02% |
|---|
NXT
NEXTPOWER INC | United States | CLASS A COM | 69,050 | $8,226,617 | 2.53% | 2026-06-30 | 2026-08-13 | -33.43% |
|---|
JBHT
HUNT J B TRANS SVCS INC | United States | COM | 27,601 | $7,988,557 | 2.46% | 2026-06-30 | 2026-08-13 | -20.78% |
|---|
MWH
SOLV ENERGY INC | United States | COM SHS CL A | 220,852 | $7,520,011 | 2.32% | 2026-06-30 | 2026-08-13 | -28.84% |
|---|
BTDR
BITDEER TECHNOLOGIES GROUP | | CL A ORD SHS | 441,625 | $7,008,589 | 2.16% | 2026-06-30 | 2026-08-13 | -31.32% |
|---|
CIEN
CIENA CORP | United States | COM NEW | 13,813 | $6,776,105 | 2.09% | 2026-06-30 | 2026-08-13 | -27.65% |
|---|
PURR
HYPERLIQUID STRATEGIES INC | United States | COM | 828,048 | $6,516,738 | 2.01% | 2026-06-30 | 2026-08-13 | +51.46% |
|---|
AS
AMER SPORTS INC | Cayman Islands | COM SHS | 165,613 | $5,604,344 | 1.73% | 2026-06-30 | 2026-08-13 | -19.50% |
|---|
ENLT
ENLIGHT RENEWABLE ENERGY LTD | | SHS | 55,222 | $4,915,862 | 1.51% | 2026-06-30 | 2026-08-13 | -21.44% |
|---|
EAT
BRINKER INTL INC | United States | COM | 22,081 | $3,709,608 | 1.14% | 2026-06-30 | 2026-08-13 | +18.52% |
|---|
ALM
ALMONTY INDS INC | | COM NEW | 110,463 | $1,829,267 | 0.56% | 2026-06-30 | 2026-08-13 | -20.35% |
|---|
CRDO
CREDO TECHNOLOGY GROUP HOLDI | Cayman Islands | ORDINARY SHARES | 5,520 | $1,501,164 | 0.46% | 2026-06-30 | 2026-08-13 | -29.27% |
|---|
DPC
DPC HOLDINGS PLC | United Kingdom | ORDINARY SHARES | 27,601 | $1,354,105 | 0.42% | 2026-06-30 | 2026-08-13 | -15.49% |
|---|
AGBK
AGI INC | | COM SHS CL A | 27,634 | $195,649 | 0.06% | 2026-06-30 | 2026-08-13 | -19.92% |
|---|