Wealth High Governance Asset Management Ltda.
CIK 0002111728 · SAO PAULO, null · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$939.5M
2026 Q2
Positions
50
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
44.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
GNRC
GENERAC HLDGS INC
6.8%
GLW
CORNING INC
4.9%
PH
PARKER-HANNIFIN CORP
4.5%
TKR
TIMKEN CO
4.5%
AMD
ADVANCED MICRO DEVICES INC
4.5%
SN
SHARKNINJA INC
4.1%
DDOG
DATADOG INC
4.0%
FIX
COMFORT SYS USA INC
3.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.