Holders — by stockHoldings — by fund
Wealth High Governance Capital Ltda
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2028828
$334.4M
disclosed book value
35
positions
7.3%
largest position share
Positions, as of 2026-06-30
top 35 of 35 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GNRCGENERAC HLDGS INC | 82,805 | $24.2M | 7.3% |
| 2 | GLWCORNING INC | 69,014 | $17.6M | 5.3% |
| 3 | PHPARKER-HANNIFIN CORP | 16,560 | $16.2M | 4.8% |
| 4 | TKRTIMKEN CO | 110,445 | $16.0M | 4.8% |
| 5 | AMDADVANCED MICRO DEVICES INC | 27,602 | $16.0M | 4.8% |
| 6 | SHARKNINJA INC | 96,611 | $14.7M | 4.4% |
| 7 | DDOGDATADOG INC | 55,226 | $14.4M | 4.3% |
| 8 | FIXCOMFORT SYS USA INC | 6,904 | $13.7M | 4.1% |
| 9 | HUTHUT 8 CORP | 110,463 | $12.8M | 3.8% |
| 10 | CWCURTISS WRIGHT CORP | 16,566 | $12.6M | 3.8% |
| 11 | FPSFORGENT POWER SOLUTIONS INC | 220,824 | $12.3M | 3.7% |
| 12 | MKSIMKS INC. | 27,600 | $12.3M | 3.7% |
| 13 | AMATAPPLIED MATLS INC | 16,560 | $12.0M | 3.6% |
| 14 | UCTTULTRA CLEAN HLDGS INC | 82,843 | $11.8M | 3.5% |
| 15 | CATCATERPILLAR INC | 11,040 | $11.8M | 3.5% |
| 16 | FANFIRST TR EXCHANGE-TRADED FD | 386,555 | $9.7M | 2.9% |
| 17 | RBLXROBLOX CORP | 165,638 | $9.0M | 2.7% |
| 18 | SEISOLARIS ENERGY INFRAS INC | 110,482 | $8.9M | 2.7% |
| 19 | ROSTROSS STORES INC | 41,405 | $8.8M | 2.6% |
| 20 | DOCNDIGITALOCEAN HLDGS INC | 55,222 | $8.7M | 2.6% |
| 21 | NXTNEXTPOWER INC | 69,050 | $8.2M | 2.5% |
| 22 | JBHTHUNT J B TRANS SVCS INC | 27,601 | $8.0M | 2.4% |
| 23 | MWHSOLV ENERGY INC | 220,852 | $7.5M | 2.2% |
| 24 | BITDEER TECHNOLOGIES GROUP | 441,625 | $7.0M | 2.1% |
| 25 | CIENCIENA CORP | 13,813 | $6.8M | 2% |
| 26 | PURRHYPERLIQUID STRATEGIES INC | 828,048 | $6.5M | 1.9% |
| 27 | AMER SPORTS INC | 165,613 | $5.6M | 1.7% |
| 28 | BTIBRITISH AMERN TOB PLC | 82,824 | $5.1M | 1.5% |
| 29 | ENLIGHT RENEWABLE ENERGY LTD | 55,222 | $4.9M | 1.5% |
| 30 | EATBRINKER INTL INC | 22,081 | $3.7M | 1.1% |
| 31 | SKMSK TELECOM CO LTD | 82,880 | $2.7M | 0.8% |
| 32 | ALMALMONTY INDS INC | 110,463 | $1.8M | 0.5% |
| 33 | CREDO TECHNOLOGY GROUP HOLDI | 5,520 | $1.5M | 0.4% |
| 34 | DPC HOLDINGS PLC | 27,601 | $1.4M | 0.4% |
| 35 | AGI INC | 27,634 | $195,649 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.