Wealth High Governance Asset Management Ltda.
Wealth High Governance Asset Management Ltda. reported 50 US-listed holdings worth $939.5 million in its 13F for the quarter ended 30 June 2026, filed 12 August 2026. Its largest: Generac Holdings Inc. (6.8%), Corning Inc. (4.9%) and Parker-Hannifin Corp. (4.5%). Against the quarter before, it opened 30 positions, added to 10, trimmed 10 and sold out of 31.
Reported holdings$939.5M+46.6% on Q1 2026
Positions50-1 on Q1 2026
The largest ten44.2%of its reported holdings
Latest 13FQ2 2026filed 12 August 2026
OpenedAdded toTrimmed
The 14 largest of its 50 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +17.2% over the 2 quarters to 30 June 2026, against +9.5% for the S&P 500.
Its reported holdingsThe S&P 500
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Opened 30Added 10Trimmed 10Sold out 31
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 30
- Generac Holdings Inc. GNRC$63.6 million
- Corning Inc. GLW$46.2 million
- Advanced Micro Devices Inc. AMD$42.1 million
- Hut 8 Corp. HUT$33.4 million
- Forgent Power Solutions Inc FPS$32.4 million
- MKS Inc. MKSI$32.2 million
- Applied Materials Inc. AMAT$31.4 million
- Ultra Clean Holdings, Inc. UCTT$31.0 million
and 22 more in the table below
Added to 10
- Timken Co. TKR+159,738 shares · +123%
- Datadog, Inc. DDOG+80,777 shares · +126%
- Enlight Renewable Energy Ltd ENLT+105,854 shares · +272%
- SharkNinja, Inc. SN+58,833 shares · +30%
- Curtiss Wright Corp. CW+11,009 shares · +34%
- Solaris Energy Infrastructure, Inc. SEI+62,350 shares · +27%
- Parker-Hannifin Corp. PH+4,508 shares · +12%
- Nextpower Inc. NXT+18,656 shares · +11%
and 2 more in the table below
Trimmed 10
- Comfort Systems USA Inc. FIX-7,881 shares · -30%
- DigitalOcean Holdings, Inc. DOCN-82,598 shares · -36%
- ROSS Stores, Inc. ROST-53,714 shares · -33%
- SK Telecom Co Ltd SKM-271,675 shares · -56%
- Ciena Corp. CIEN-15,781 shares · -30%
- Agi Inc. AGBK-446,993 shares · -86%
- SPDR S&P 500 SPY-3,205 shares · -22%
- New York Life Investments Et QAI-21,285 shares · -24%
and 2 more in the table below
Sold out of 31
- Pan Amern Silver Corp. PAAS$31.9 million last quarter
- NRG Energy, Inc. NRG$23.7 million last quarter
- Freeport-McMoRan Inc. FCX$22.9 million last quarter
- Vistra Corp. VST$19.5 million last quarter
- EchoStar Corp. ECHO$19.0 million last quarter
- Celestica Inc. CLS$18.3 million last quarter
- Lumentum Holdings Inc. LITE$18.3 million last quarter
- Celsius Holdings, Inc. CELH$16.1 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Generac Holdings Inc. GNRC | 217.2K | $63.6 million | 6.77% | new |
| Corning Inc. GLW | 181.0K | $46.2 million | 4.92% | new |
| Parker-Hannifin Corp. PH | 43.4K | $42.5 million | 4.52% | +4.5K |
| Timken Co. TKR | 289.6K | $42.1 million | 4.48% | +159.7K |
| Advanced Micro Devices Inc. AMD | 72.4K | $42.1 million | 4.48% | new |
| SharkNinja, Inc. SN | 253.4K | $38.6 million | 4.11% | +58.8K |
| Datadog, Inc. DDOG | 144.8K | $37.7 million | 4.01% | +80.8K |
| Comfort Systems USA Inc. FIX | 18.1K | $35.9 million | 3.82% | -7.9K |
| Hut 8 Corp. HUT | 289.5K | $33.4 million | 3.56% | new |
| Curtiss Wright Corp. CW | 43.4K | $32.9 million | 3.50% | +11.0K |
| Forgent Power Solutions Inc FPS | 579.2K | $32.4 million | 3.44% | new |
| MKS Inc. MKSI | 72.4K | $32.2 million | 3.43% | new |
| Applied Materials Inc. AMAT | 43.4K | $31.4 million | 3.34% | new |
| Ultra Clean Holdings, Inc. UCTT | 217.2K | $31.0 million | 3.30% | new |
| Caterpillar Inc. CAT | 29.0K | $30.8 million | 3.28% | new |
| First Trust Global Wind Energy ETF FAN | 1.1M | $28.3 million | 3.01% | new |
| 21SHARES Hyperliquid ETF THYP | 632.6K | $23.9 million | 2.55% | new |
| Roblox Corp. RBLX | 434.4K | $23.6 million | 2.51% | new |
| Solaris Energy Infrastructure, Inc. SEI | 289.5K | $23.3 million | 2.48% | +62.4K |
| ROSS Stores, Inc. ROST | 108.6K | $23.1 million | 2.46% | -53.7K |
| DigitalOcean Holdings, Inc. DOCN | 144.8K | $22.7 million | 2.42% | -82.6K |
| Nextpower Inc. NXT | 180.9K | $21.6 million | 2.29% | +18.7K |
| J.B. Hunt Transport Services, Inc. JBHT | 72.4K | $21.0 million | 2.23% | new |
| Solv Energy Inc. MWH | 579.1K | $19.7 million | 2.10% | new |
| Bitdeer Technologies Group BTDR | 1.2M | $18.4 million | 1.96% | new |
| Ciena Corp. CIEN | 36.2K | $17.8 million | 1.89% | -15.8K |
| Hyperliquid Strategies Inc. PURR | 2.2M | $17.1 million | 1.82% | new |
| Amer Sports Inc. AS | 434.4K | $14.7 million | 1.56% | +45.3K |
| British American Tobacco p.l.c. BTI | 217.2K | $13.4 million | 1.43% | +22.4K |
| Enlight Renewable Energy Ltd ENLT | 144.8K | $12.9 million | 1.37% | +105.9K |
| Brinker International, Inc. EAT | 57.9K | $9.7 million | 1.04% | new |
| SPDR S&P 500 SPY | 11.5K | $8.6 million | 0.92% | -3.2K |
| SK Telecom Co Ltd SKM | 217.1K | $7.0 million | 0.74% | -271.7K |
| Wisdomtree Trust USDU | 186.8K | $5.0 million | 0.53% | new |
| Almonty Inds Inc. ALM | 289.5K | $4.8 million | 0.51% | new |
| Credo Technology Group Holding Ltd. CRDO | 14.5K | $3.9 million | 0.42% | new |
| Franklin Templeton ETF Trust FLSP | 135.7K | $3.8 million | 0.40% | -16.1K |
| DPC Holdings PLC DPC | 72.4K | $3.6 million | 0.38% | new |
| Invesco Exch Traded FD Trust II CQQQ | 43.6K | $2.5 million | 0.26% | new |
| New York Life Investments Et QAI | 67.7K | $2.5 million | 0.26% | -21.3K |
| Litman Gregory FDS Trust DBMF | 80.2K | $2.5 million | 0.26% | -20.9K |
| Amazon.com Inc. AMZN | 10.1K | $2.4 million | 0.26% | new |
| Global X FDS QYLD | 86.1K | $1.6 million | 0.17% | new |
| Invesco Exchange Traded FD T SPHQ | 17.3K | $1.6 million | 0.17% | new |
| Invesco S&P International Developed High Quality ETF IDHQ | 35.1K | $1.5 million | 0.16% | new |
| Vanguard Wellington FD VFMO | 5.8K | $1.4 million | 0.15% | new |
| iShares Bitcoin Trust ETF IBIT | 34.3K | $1.1 million | 0.12% | new |
| Pacer FDS Trust SRVR | 21.5K | $683,055 | 0.07% | new |
| GBL X Infrastr Devl Ex-Usetf IPAV | 20.9K | $671,304 | 0.07% | new |
| Agi Inc. AGBK | 72.4K | $512,351 | 0.05% | -447.0K |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.