# Wealth High Governance Asset Management Ltda.: Form 13F holdings

An institutional investment manager in SAO PAULO. SEC CIK 2111728.

- Quarter ended: 2026-06-30
- Filed: 2026-08-12
- Reported value: $939.5m
- Positions: 50 (50 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: not compared; the manager did not file for the quarter before
- Filing: https://www.sec.gov/Archives/edgar/data/2111728/000211172826000006/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [GENERAC HLDGS INC (GNRC)](/companies/gnrc.md) | COM | $63.6m | 6.8% | 217,195 |  | Not compared |
| [CORNING INC (GLW)](/companies/glw.md) | COM | $46.2m | 4.9% | 180,986 |  | Not compared |
| [PARKER-HANNIFIN CORP (PH)](/companies/ph.md) | COM | $42.5m | 4.5% | 43,440 |  | Not compared |
| [TIMKEN CO (TKR)](/companies/tkr.md) | COM | $42.1m | 4.5% | 289,555 |  | Not compared |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $42.1m | 4.5% | 72,398 |  | Not compared |
| SHARKNINJA INC | COM SHS | $38.6m | 4.1% | 253,389 |  | Not compared |
| [DATADOG INC (DDOG)](/companies/ddog.md) | CL A COM | $37.7m | 4.0% | 144,774 |  | Not compared |
| [COMFORT SYS USA INC (FIX)](/companies/fix.md) | COM | $35.9m | 3.8% | 18,096 |  | Not compared |
| [HUT 8 CORP (HUT)](/companies/hut.md) | COM | $33.4m | 3.6% | 289,537 |  | Not compared |
| [CURTISS WRIGHT CORP (CW)](/companies/cw.md) | COM | $32.9m | 3.5% | 43,434 |  | Not compared |
| [FORGENT POWER SOLUTIONS INC (FPS)](/companies/fps.md) | COM SHS CL A | $32.4m | 3.4% | 579,176 |  | Not compared |
| [MKS INC. (MKSI)](/companies/mksi.md) | COM | $32.2m | 3.4% | 72,400 |  | Not compared |
| [APPLIED MATLS INC (AMAT)](/companies/amat.md) | COM | $31.4m | 3.3% | 43,440 |  | Not compared |
| [ULTRA CLEAN HLDGS INC (UCTT)](/companies/uctt.md) | COM | $31.0m | 3.3% | 217,157 |  | Not compared |
| [CATERPILLAR INC (CAT)](/companies/cat.md) | COM | $30.8m | 3.3% | 28,960 |  | Not compared |
| FIRST TR EXCHANGE-TRADED FD | GBL WND ENRG ETF | $28.3m | 3.0% | 1,132,771 |  | Not compared |
| [21SHARES HYPERLIQUID ETF (THYP)](/companies/thyp.md) | SHS BEN INT | $23.9m | 2.5% | 632,614 |  | Not compared |
| [ROBLOX CORP (RBLX)](/companies/rblx.md) | CL A | $23.6m | 2.5% | 434,362 |  | Not compared |
| [SOLARIS ENERGY INFRAS INC (SEI)](/companies/sei.md) | COM CL A | $23.3m | 2.5% | 289,518 |  | Not compared |
| [ROSS STORES INC (ROST)](/companies/rost.md) | COM | $23.1m | 2.5% | 108,595 |  | Not compared |
| [DIGITALOCEAN HLDGS INC (DOCN)](/companies/docn.md) | COM | $22.7m | 2.4% | 144,778 |  | Not compared |
| [NEXTPOWER INC (NXT)](/companies/nxt.md) | CLASS A COM | $21.6m | 2.3% | 180,950 |  | Not compared |
| [HUNT J B TRANS SVCS INC (JBHT)](/companies/jbht.md) | COM | $21.0m | 2.2% | 72,399 |  | Not compared |
| [SOLV ENERGY INC (MWH)](/companies/mwh.md) | COM SHS CL A | $19.7m | 2.1% | 579,148 |  | Not compared |
| BITDEER TECHNOLOGIES GROUP | CL A ORD SHS | $18.4m | 2.0% | 1,158,375 |  | Not compared |
| [CIENA CORP (CIEN)](/companies/cien.md) | COM NEW | $17.8m | 1.9% | 36,187 |  | Not compared |
| [HYPERLIQUID STRATEGIES INC (PURR)](/companies/purr.md) | COM | $17.1m | 1.8% | 2,171,952 |  | Not compared |
| AMER SPORTS INC | COM SHS | $14.7m | 1.6% | 434,387 |  | Not compared |
| [BRITISH AMERN TOB PLC (BTI)](/companies/bti.md) | SPONSORED ADR | $13.4m | 1.4% | 217,176 |  | Not compared |
| ENLIGHT RENEWABLE ENERGY LTD | SHS | $12.9m | 1.4% | 144,778 |  | Not compared |
| [BRINKER INTL INC (EAT)](/companies/eat.md) | COM | $9.7m | 1.0% | 57,919 |  | Not compared |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $8.6m | 0.9% | 11,542 |  | Not compared |
| [SK TELECOM CO LTD (SKM)](/companies/skm.md) | SPONSORED ADR | $7.0m | 0.7% | 217,120 |  | Not compared |
| WISDOMTREE TR | BLMBG US BULL | $5.0m | 0.5% | 186,800 |  | Not compared |
| [ALMONTY INDS INC (ALM)](/companies/alm.md) | COM NEW | $4.8m | 0.5% | 289,537 |  | Not compared |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $3.9m | 0.4% | 14,480 |  | Not compared |
| FRANKLIN TEMPLETON ETF TR | SYSTMTC STYL PRE | $3.8m | 0.4% | 135,674 |  | Not compared |
| DPC HOLDINGS PLC | ORDINARY SHARES | $3.6m | 0.4% | 72,399 |  | Not compared |
| INVESCO EXCH TRADED FD TR II | CHINA TECHNLGY | $2.5m | 0.3% | 43,583 |  | Not compared |
| NEW YORK LIFE INVESTMENTS ET | HEDGE MULTI STRA | $2.5m | 0.3% | 67,699 |  | Not compared |
| LITMAN GREGORY FDS TR | IMGP DBI MAN ETF | $2.5m | 0.3% | 80,250 |  | Not compared |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $2.4m | 0.3% | 10,146 |  | Not compared |
| GLOBAL X FDS | NASDAQ 100 COVER | $1.6m | 0.2% | 86,131 |  | Not compared |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $1.6m | 0.2% | 17,255 |  | Not compared |
| INVESCO EXCH TRADED FD TR II | S&P INTL QULTY | $1.5m | 0.2% | 35,100 |  | Not compared |
| VANGUARD WELLINGTON FD | US MOMENTUM | $1.4m | 0.2% | 5,802 |  | Not compared |
| [ISHARES BITCOIN TRUST ETF (IBIT)](/companies/ibit.md) | SHS BEN INT | $1.1m | 0.1% | 34,300 |  | Not compared |
| PACER FDS TR | DATA AND INFRAST | $683.1k | <0.1% | 21,500 |  | Not compared |
| GLOBAL X FDS | INFRA DEV EX ETF | $671.3k | <0.1% | 20,900 |  | Not compared |
| AGI INC | COM SHS CL A | $512.4k | <0.1% | 72,366 |  | Not compared |

Source: SEC EDGAR, Form 13F-HR, accession 0002111728-26-000006. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.