account_balance
Investment manager · 13F filer · SEC CIK 2028828
Wealth High Governance Capital Ltda
Reported value$334Mas of Jun 30, 2026
Positions35 19 new, 30 sold out
Top 10 weight47.3%GNRC alone is 7%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GNRCGenerac Holdings Inc.
7.3%New
GLWCorning Inc
5.3%New
PHParker-Hannifin Corp
4.8%Trimmed −21%
TKRTimken Co
4.8%Added +57%
AMDAdvanced Micro Devices Inc
4.8%New
SNSharkNinja, Inc.
4.4%Trimmed −8%
DDOGDatadog, Inc.
4.3%Added +60%
FIXComfort Systems USA Inc
4.1%Trimmed −51%
HUTHut 8 Corp.
3.8%New
CWCurtiss Wright Corp
3.8%Trimmed −6%
FPSForgent Power Solutions, Inc.
3.7%New
MKSIMKS Inc
3.7%New
GNRCGenerac Holdings Inc.
7.3%New
GLWCorning Inc
5.3%
PHParker-Hannifin Corp
4.8%
TKRTimken Co
4.8%+57%
AMDAdvanced Micro Devices Inc
4.8%New
SNSharkNinja, Inc.
4.4%−8%
DDOGDatadog, Inc.
4.3%
FIXComfort Systems USA Inc
4.1%
HUTHut 8 Corp.
3.8%
CWCurtiss Wright Corp
3.8%
FPSForgent Power Solutions, Inc.
3.7%
MKSIMKS Inc
3.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GNRC Generac Holdings Inc. 7.3% NewGLW Corning Inc 5.3% NewPH Parker-Hannifin Corp 4.8% Trimmed −21%TKR Timken Co 4.8% Added +57%AMD Advanced Micro Devices Inc 4.8% NewSN SharkNinja, Inc. 4.4% Trimmed −8%DDOG Datadog, Inc. 4.3% Added +60%FIX Comfort Systems USA Inc 4.1% Trimmed −51%HUT Hut 8 Corp. 3.8% NewCW Curtiss Wright Corp 3.8% Trimmed −6%FPS Forgent Power Solutions, Inc. 3.7% NewMKSI MKS Inc 3.7% New
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.