account_balance
Investment manager · 13F filer · SEC CIK 2111728
Wealth High Governance Asset Management Ltda.
Reported value$940Mas of Jun 30, 2026
Positions50 34 new, 30 sold out
Top 10 weight44.2%GNRC alone is 7%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GNRCGenerac Holdings Inc.
6.8%New
GLWCorning Inc
4.9%New
PHParker-Hannifin Corp
4.5%Added +143%
TKRTimken Co
4.5%Added +386%
AMDAdvanced Micro Devices Inc
4.5%New
SNSharkNinja, Inc.
4.1%Added +184%
DDOGDatadog, Inc.
4.0%Added +393%
FIXComfort Systems USA Inc
3.8%Added +51%
HUTHut 8 Corp.
3.6%New
CWCurtiss Wright Corp
3.5%Added +192%
FPSForgent Power Solutions, Inc.
3.4%New
MKSIMKS Inc
3.4%New
GNRCGenerac Holdings Inc.
6.8%New
GLWCorning Inc
4.9%
PHParker-Hannifin Corp
4.5%
TKRTimken Co
4.5%+386%
AMDAdvanced Micro Devices Inc
4.5%New
SNSharkNinja, Inc.
4.1%+184%
DDOGDatadog, Inc.
4.0%
FIXComfort Systems USA Inc
3.8%
HUTHut 8 Corp.
3.6%
CWCurtiss Wright Corp
3.5%
FPSForgent Power Solutions, Inc.
3.4%
MKSIMKS Inc
3.4%
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. 6.8% NewGLW Corning Inc 4.9% NewPH Parker-Hannifin Corp 4.5% Added +143%TKR Timken Co 4.5% Added +386%AMD Advanced Micro Devices Inc 4.5% NewSN SharkNinja, Inc. 4.1% Added +184%DDOG Datadog, Inc. 4.0% Added +393%FIX Comfort Systems USA Inc 3.8% Added +51%HUT Hut 8 Corp. 3.6% NewCW Curtiss Wright Corp 3.5% Added +192%FPS Forgent Power Solutions, Inc. 3.4% NewMKSI MKS Inc 3.4% New
What changed
Biggest moves since Mar 31, 2026
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