Wealth High Governance Capital Ltda
CIK 0002028828 · SAO PAULO, D5 · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$334.4M
2026 Q2
Positions
35
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
47.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
GNRC
GENERAC HLDGS INC
7.3%
GLW
CORNING INC
5.3%
PH
PARKER-HANNIFIN CORP
4.8%
TKR
TIMKEN CO
4.8%
AMD
ADVANCED MICRO DEVICES INC
4.8%
SN
SHARKNINJA INC
4.4%
DDOG
DATADOG INC
4.3%
FIX
COMFORT SYS USA INC
4.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.