Wealth High Governance Asset Management Ltda. — 13F holdings

Wealth High Governance Asset Management Ltda. reported 50 holdings worth $940M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. GNRC GENERAC HLDGS INC — $63.6M (6.8%)
2. GLW CORNING INC — $46.2M (4.9%)
3. PH PARKER-HANNIFIN CORP — $42.5M (4.5%)
4. TKR TIMKEN CO — $42.1M (4.5%)
5. AMD ADVANCED MICRO DEVICES INC — $42.1M (4.5%)
6. SN SHARKNINJA INC — $38.6M (4.1%)
7. DDOG DATADOG INC — $37.7M (4.0%)
8. FIX COMFORT SYS USA INC — $35.9M (3.8%)
9. HUT HUT 8 CORP — $33.4M (3.6%)
10. CW CURTISS WRIGHT CORP — $32.9M (3.5%)