Wealth High Governance Asset Management Ltda.
Wealth High Governance Asset Management Ltda. reported 50 stocks worth $940M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are GNRC (6.8%), GLW (4.9%) and PH (4.5%). Compared with Q1 2026, the fund opened new positions in GNRC, GLW and AMD, added to PH, TKR and SN, trimmed FIX, ROST and DOCN and sold out of PAAS, NRG and FCX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GNRC Generac Hldgs Inc | $63.6M | 6.8% | 217K | New position | 1 of 3 | |
| 2 |  GLW Corning Inc | $46.2M | 4.9% | 181K | New position | 1 of 3 | |
| 3 |  PH Parker Hannifin Corp | $42.5M | 4.5% | 43K | +4,508 (+12%) | 3 of 3 | |
| 4 |  TKR Timken Co | $42.1M | 4.5% | 290K | +160K (+123%) | 3 of 3 | |
| 5 |  AMD Advanced Micro Devices Inc | $42.1M | 4.5% | 72K | New position | 1 of 3 | |
| 6 |  SN Sharkninja Inc | $38.6M | 4.1% | 253K | +59K (+30%) | 3 of 3 | |
| 7 |  DDOG Datadog Inc | $37.7M | 4.0% | 145K | +81K (+126%) | 2 of 3 | |
| 8 |  FIX Comfort Sys USA Inc | $35.9M | 3.8% | 18K | −7,881 (−30%) | 2 of 3 | |
| 9 |  HUT Hut 8 Corp | $33.4M | 3.6% | 290K | New position | 2 of 3 | |
| 10 |  CW Curtiss Wright Corp | $32.9M | 3.5% | 43K | +11K (+34%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 PAAS Pan Amern Silver Corp | $31.9M | 584K |
 NRG Nrg Energy Inc | $23.7M | 162K |
 FCX Freeport-Mcmoran Inc | $22.9M | 389K |
 VST Vistra Corp | $19.5M | 130K |
 ECHO Echostar Corp | $19M | 162K |
🔒 Free account: see all 30.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wealth High Governance Asset Management Ltda. 13F FAQ
What does Wealth High Governance Asset Management Ltda. own?
Wealth High Governance Asset Management Ltda. reported 50 stocks worth $940M in its 13F filing for Q2 2026, filed Aug 12, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Wealth High Governance Asset Management Ltda. buy and sell in Q2 2026?
Compared with Q1 2026: 30 new positions, 10 added to, 10 trimmed and 31 sold out. New positions include GNRC, GLW and AMD. It sold all of PAAS, NRG and FCX.
When will Wealth High Governance Asset Management Ltda. file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Wealth High Governance Asset Management Ltda.'s portfolio worth?
The Q2 2026 filing reports $940M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.