Q2 2026 13F · SEC CIK 2028828

Wealth High Governance Capital Ltda

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $334.4M
Reported positions: 35
Holdings vs S&P 500, 3 yrs: —
Average holding period: 2 qtrs

Wealth High Governance Capital Ltda is a wealth manager that reported 35 positions worth $334.4M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Generac Hldgs Inc (GNRC, 7.3%), Corning Inc (GLW, 5.3%), Parker-Hannifin Corp (PH, 4.8%).

Wealth High Governance Capital Ltda holdings all 35 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wealth High Governance Capital Ltda 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GNRCGenerac Hldgs Inc	7.3%	New	82,805	—	$24.2M
GLWCorning Inc	5.3%	New	69,014	—	$17.6M
PHParker-Hannifin Corp	4.8%	5.7%	16,560	-21.4%	$16.2M
TKRTimken Co Com	4.8%	2.1%	110,445	+57.4%	$16.0M
AMDAdvanced Micro Devices Inc	4.8%	New	27,602	—	$16.0M
SNSharkninja Inc	4.4%	3.4%	96,611	-8.4%	$14.7M
DDOGDatadog Inc	4.3%	1.2%	55,226	+59.6%	$14.4M
FIXComfort Sys USA Inc	4.1%	5.8%	6,904	-50.8%	$13.7M
HUTHut 8 Corp	3.8%	New	110,463	—	$12.8M
CWCurtiss Wright Corp	3.8%	3.6%	16,566	-5.7%	$12.6M
FPSForgent Power Solutions Inc	3.7%	New	220,824	—	$12.3M
MKSIMks Inc.	3.7%	New	27,600	—	$12.3M
AMATApplied Matls Inc	3.6%	New	16,560	—	$12.0M
UCTTUltra Clean Holdings Inc	3.5%	New	82,843	—	$11.8M
CATCaterpillar Inc	3.5%	New	11,040	—	$11.8M
FANFirst Tr Exchange-Traded Fd	2.9%	New	386,555	—	$9.7M
RBLXRoblox Corp	2.7%	New	165,638	—	$9.0M
SOISolaris Energy Infrastructure Inc	2.7%	2.1%	110,482	-10.1%	$8.9M
ROSTRoss Stores Inc	2.6%	5.7%	41,405	-52.8%	$8.8M
DOCNDigitalocean Hldgs Inc	2.6%	3.2%	55,222	-55.0%	$8.7M
NXTNextpower Inc	2.5%	3.2%	69,050	-21.3%	$8.2M
JBHTHunt J B Trans Svcs Inc	2.4%	New	27,601	—	$8.0M
MWHSolv Energy Inc	2.2%	New	220,852	—	$7.5M
BTDRBitdeer Technologies Group	2.1%	New	441,625	—	$7.0M
CIENCiena Corp	2.0%	3.3%	13,813	-50.7%	$6.8M
PURRHyperliquid Strategies Inc	1.9%	New	828,048	—	$6.5M
ASAmer Sports Inc	1.7%	2.1%	165,613	-21.5%	$5.6M
BTIBritish Amern Tob PLC	1.5%	1.8%	82,824	-21.3%	$5.1M
ENLTEnlight Renewable Energy Ltd	1.5%	0.4%	55,222	+162.0%	$4.9M
EATBrinker International	1.1%	New	22,081	—	$3.7M
SKMSK Telecom Co., Ltd. Sponsored	0.8%	2.3%	82,880	-68.6%	$2.7M
ALMAlmonty Inds Inc	0.5%	New	110,463	—	$1.8M
CRDOCredo Technology Group Holdi	0.4%	New	5,520	—	$1.5M
DPCDpc Holdings PLC	0.4%	New	27,601	—	$1.4M
AGBKAgi Inc	0.1%	0.6%	27,634	-90.2%	$196K

What Wealth High Governance Capital Ltda bought and sold in Q2 2026, against Q1 2026.

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +15.7% /yr; S&P 500 +20.2%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$334.4M	35
Q1 2026	$333.2M	46
Q4 2025	$341.3M	46
Q3 2025	$348.2M	35
Q2 2025	$322.4M	33
Q1 2025	$153.0M	26
Q4 2024	$278.8M	45
Q3 2024	$284.9M	41

Questions about Wealth High Governance Capital Ltda's portfolio

What stocks does Wealth High Governance Capital Ltda own?

Wealth High Governance Capital Ltda's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 35 positions worth $334.4M. The largest are Generac Hldgs Inc (GNRC) at 7.3%, Corning Inc (GLW) at 5.3%, Parker-Hannifin Corp (PH) at 4.8%, Timken Co Com (TKR) at 4.8% and Advanced Micro Devices Inc (AMD) at 4.8%.

What did Wealth High Governance Capital Ltda buy last quarter?

In Q2 2026, Wealth High Governance Capital Ltda added a new position in Generac Hldgs Inc (GNRC), a new position in Corning Inc (GLW), a new position in Advanced Micro Devices Inc (AMD), a new position in Hut 8 Corp (HUT), a new position in Forgent Power Solutions Inc (FPS), Enlight Renewable Energy Ltd (ENLT) (+162.0% shares), Datadog Inc (DDOG) (+59.6% shares) and Timken Co Com (TKR) (+57.4% shares), compared with its Q1 2026 filing.

What did Wealth High Governance Capital Ltda sell last quarter?

In Q2 2026, Wealth High Governance Capital Ltda sold all of Pan Amern Silver Corp (PAAS), sold all of Nrg Energy Inc (NRG), sold all of Freeport Mcmoran Inc (FCX), sold all of Vistra Corp (VST), sold all of EchoStar Corp (ECHO), Agi Inc (AGBK) (-90.2% shares), SK Telecom Co., Ltd. Sponsored (SKM) (-68.6% shares) and Digitalocean Hldgs Inc (DOCN) (-55.0% shares), compared with its Q1 2026 filing.

When is Wealth High Governance Capital Ltda's next 13F filing due?

13F filings are due 45 days after each quarter ends. Wealth High Governance Capital Ltda's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.