Wealth High Governance Capital Ltda
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Wealth High Governance Capital Ltda reported 35 stock positions worth $334.4 million. Its top holding was Generac (GNRC) at 7.3% of the portfolio, followed by Corning (GLW, 5.3%) and Parker Hannifin (PH, 4.8%). Compared with Q1 2026, it opened 19 new positions, sold out of 30, added to 3 and reduced 13. The biggest buy was a new position in Generac (GNRC) and the biggest sale an exit from Pan American Silver (PAAS).
- Most Recent 13F
- Q2 2026
- Location
- SAO PAULO, D5
- CIK
- 0002028828
- Portfolio Value
- $334.4M (Q2 2026)
- SEC Filing
- 0002028828-26-000005 ↗ filed Aug 13, 2026
Holdings Value
Holdings 35 stocks · $334.4M
| GNRC Generac Holdings Inc. | 7.25% | 82,805 | $24.2M | New |
| GLW Corning Inc. | 5.27% | 69,014 | $17.6M | New |
| PH Parker Hannifin Corp. | 4.84% | 16,560 | $16.2M | Reduce -21.4% |
| TKR Timken Co. | 4.80% | 110,445 | $16.0M | Add +57.4% |
| AMD Advanced Micro Devices | 4.80% | 27,602 | $16.0M | New |
| SN Sharkninja Inc. | 4.40% | 96,611 | $14.7M | Reduce -8.4% |
| DDOG Datadog Inc. Class A | 4.30% | 55,226 | $14.4M | Add +59.6% |
| FIX Comfort Systems USA Inc. | 4.09% | 6,904 | $13.7M | Reduce -50.8% |
| HUT Hut 8 Corp. | 3.81% | 110,463 | $12.8M | New |
| CW Curtiss-Wright Corp. | 3.75% | 16,566 | $12.6M | Reduce -5.7% |
| FPS Forgent Power Solutions Class A | 3.69% | 220,824 | $12.3M | New |
| MKSI MKS Inc. | 3.67% | 27,600 | $12.3M | New |
| AMAT Applied Materials Inc. | 3.58% | 16,560 | $12.0M | New |
| UCTT Ultra Clean Holdings Inc. | 3.53% | 82,843 | $11.8M | New |
| CAT Caterpillar Inc. | 3.52% | 11,040 | $11.8M | New |
| FAN First Trust Global Wind Ener | 2.89% | 386,555 | $9.7M | New |
| RBLX Roblox Corp. Class A | 2.69% | 165,638 | $9.0M | New |
| SEI Solaris Energy Infrastructur | 2.66% | 110,482 | $8.9M | Reduce -10.1% |
| ROST Ross Stores Inc. | 2.64% | 41,405 | $8.8M | Reduce -52.8% |
| DOCN Digitalocean Holdings Inc. | 2.59% | 55,222 | $8.7M | Reduce -55.0% |
| NXT Nextpower Inc. | 2.46% | 69,050 | $8.2M | Reduce -21.3% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 2.39% | 27,601 | $8.0M | New |
| MWH Solv Energy Inc. Class A | 2.25% | 220,852 | $7.5M | New |
| BTDR Bitdeer Technologies Group-A | 2.10% | 441,625 | $7.0M | New |
| CIEN Ciena Corp. | 2.03% | 13,813 | $6.8M | Reduce -50.7% |
| PURR Hyperliquid Strategies | 1.95% | 828,048 | $6.5M | New |
| AS Amer Sports Inc. | 1.68% | 165,613 | $5.6M | Reduce -21.5% |
| BTI British American Tob-SP ADR | 1.53% | 82,824 | $5.1M | Reduce -21.3% |
| ENLT Enlight Renewable Energy Ltd. | 1.47% | 55,222 | $4.9M | Add +162.0% |
| EAT Brinker International Inc. | 1.11% | 22,081 | $3.7M | New |
| SKM SK Telecom Co. Ltd.-Spon ADR | 0.80% | 82,880 | $2.7M | Reduce -68.6% |
| ALM Almonty Industries Inc. | 0.55% | 110,463 | $1.8M | New |
| CRDO Credo Technology Group Holdi | 0.45% | 5,520 | $1.5M | New |
| DPC DPC Holdings PLC | 0.41% | 27,601 | $1.4M | New |
| AGBK Agi Inc. Class A | 0.06% | 27,634 | $196K | Reduce -90.2% |
Portfolio Sells Q1 2026 → Q2 2026
| PAAS Pan American Silver Corp. | Sold out | 0.00% | −5.18 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −3.85 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −3.72 |
| VST Vistra Corp. | Sold out | 0.00% | −3.16 |
| ECHO Echostar Corp. Class A | Sold out | 0.00% | −3.08 |
| ROST Ross Stores Inc. | Reduce -52.8% | 2.64% | −3.07 |
| CLS Celestica Inc. | Sold out | 0.00% | −2.96 |
| LITE Lumentum Holdings Inc. | Sold out | 0.00% | −2.96 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −2.61 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −2.61 |
| CENX Century Aluminum Company | Sold out | 0.00% | −2.48 |
| VIST Vista Energy Sab DE CV | Sold out | 0.00% | −2.38 |
| ALB Albemarle Corp. | Sold out | 0.00% | −2.27 |
| AGI Alamos Gold Inc. Class A | Sold out | 0.00% | −1.87 |
| B Barrick Mining Corp. | Sold out | 0.00% | −1.72 |
| FIX Comfort Systems USA Inc. | Reduce -50.8% | 4.09% | −1.71 |
| KGC Kinross Gold Corp. | Sold out | 0.00% | −1.61 |
| SKM SK Telecom Co. Ltd.-Spon ADR | Reduce -68.6% | 0.80% | −1.53 |
| CNR Core Natural Resources Inc. | Sold out | 0.00% | −1.32 |
| AUGO Aura Minerals Inc. | Sold out | 0.00% | −1.29 |
| CIEN Ciena Corp. | Reduce -50.7% | 2.03% | −1.24 |
| TAN Invesco Solar ETF | Sold out | 0.00% | −1.17 |
| HLI Houlihan Lokey Inc. | Sold out | 0.00% | −1.11 |
| BTU Peabody Energy Corp. | Sold out | 0.00% | −1.04 |
| PH Parker Hannifin Corp. | Reduce -21.4% | 4.84% | −0.82 |
| PAM Pampa Energia SA-Spon ADR | Sold out | 0.00% | −0.77 |
| MEOH Methanex Corp. | Sold out | 0.00% | −0.75 |
| EC Ecopetrol SA-Sponsored ADR | Sold out | 0.00% | −0.73 |
| NXT Nextpower Inc. | Reduce -21.3% | 2.46% | −0.71 |
| BKR Baker Hughes Co. | Sold out | 0.00% | −0.64 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.63 |
| XP XP Inc. Class A | Sold out | 0.00% | −0.60 |
| DOCN Digitalocean Holdings Inc. | Reduce -55.0% | 2.59% | −0.56 |
| AGBK Agi Inc. Class A | Reduce -90.2% | 0.06% | −0.55 |
| PBR Petroleo Brasileiro-Spon ADR | Sold out | 0.00% | −0.44 |
| AS Amer Sports Inc. | Reduce -21.5% | 1.68% | −0.41 |
| BTI British American Tob-SP ADR | Reduce -21.3% | 1.53% | −0.32 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.31 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.22 |
| SRAD Sportradar Group AG-A | Sold out | 0.00% | −0.07 |
| CW Curtiss-Wright Corp. | Reduce -5.7% | 3.75% | +0.16 |
| SEI Solaris Energy Infrastructur | Reduce -10.1% | 2.66% | +0.58 |
| SN Sharkninja Inc. | Reduce -8.4% | 4.40% | +1.05 |
Portfolio Buys Q1 2026 → Q2 2026
| GNRC Generac Holdings Inc. | New | 7.25% | +7.25 |
| GLW Corning Inc. | New | 5.27% | +5.27 |
| AMD Advanced Micro Devices | New | 4.80% | +4.80 |
| HUT Hut 8 Corp. | New | 3.81% | +3.81 |
| FPS Forgent Power Solutions Class A | New | 3.69% | +3.69 |
| MKSI MKS Inc. | New | 3.67% | +3.67 |
| AMAT Applied Materials Inc. | New | 3.58% | +3.58 |
| UCTT Ultra Clean Holdings Inc. | New | 3.53% | +3.53 |
| CAT Caterpillar Inc. | New | 3.52% | +3.52 |
| DDOG Datadog Inc. Class A | Add +59.6% | 4.30% | +3.07 |
| FAN First Trust Global Wind Ener | New | 2.89% | +2.89 |
| RBLX Roblox Corp. Class A | New | 2.69% | +2.69 |
| TKR Timken Co. | Add +57.4% | 4.80% | +2.68 |
| JBHT Hunt (jb) Transprt SVCS Inc. | New | 2.39% | +2.39 |
| MWH Solv Energy Inc. Class A | New | 2.25% | +2.25 |
| BTDR Bitdeer Technologies Group-A | New | 2.10% | +2.10 |
| PURR Hyperliquid Strategies | New | 1.95% | +1.95 |
| EAT Brinker International Inc. | New | 1.11% | +1.11 |
| ENLT Enlight Renewable Energy Ltd. | Add +162.0% | 1.47% | +1.04 |
| ALM Almonty Industries Inc. | New | 0.55% | +0.55 |
| CRDO Credo Technology Group Holdi | New | 0.45% | +0.45 |
| DPC DPC Holdings PLC | New | 0.41% | +0.41 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 35 | $334.4M | GNRC, GLW, PH, TKR, AMD |
| Q1 2026 | 46 | $333.2M | FIX, ROST, PH, PAAS, NRG |
| Q4 2025Amended | 46 | $341.3M | NRG, ALB, NXT, SQM, LITE |
| Q3 2025 | 35 | $348.2M | COPX, EQT, EXE, NRG, JEF |
| Q2 2025 | 33 | $322.4M | NRG, AVGO, ONON, AMZN, MSFT |
| Q1 2025 | 26 | $153.0M | DIA, COPX, GDX, EQT, GAP |
| Q4 2024Amended | 45 | $278.8M | META, BIRK, NVDA, CSCO, AMZN |
| Q3 2024 | 41 | $284.9M | ELF, META, ANF, WING, CCJ |
| Q2 2024 | 41 | $403.2M | AVGO, ANF, IGV, TSLA, MDB |
| Q1 2024 | 61 | $447.3M | XLE, AVGO, XLU, MDB, SUZ |