StockDriftsStockDriftsTop 48 Wealth High Governance Asset Management LTDA Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GNRC | GENERAC HLDGS INC | 6.77% | 217.2K | $63.6M | new | $239.15(-11.74%) | 2026-06-30 | |
| GLW | CORNING INC | 4.92% | 181.0K | $46.2M | new | $191.99(-16.98%) | 2026-06-30 | |
| PH | PARKER-HANNIFIN CORP | 4.52% | 43.4K | $42.5M | +11.58%(+4.51K) | $894.17(+18.92%) | 2026-06-30 | |
| TKR | TIMKEN CO | 4.48% | 289.6K | $42.1M | +123.05%(+159.74K) | $112.19(+14.62%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 4.48% | 72.4K | $42.1M | new | $388.47(+19.97%) | 2026-06-30 | |
| SN | SHARKNINJA INC | 4.11% | 253.4K | $38.6M | +30.24%(+58.83K) | $119.00(+59.95%) | 2026-06-30 | |
| DDOG | DATADOG INC | 4.01% | 144.8K | $37.7M | +126.22%(+80.78K) | $175.69(+40.82%) | 2026-06-30 | |
| FIX | COMFORT SYS USA INC | 3.82% | 18.1K | $35.9M | -30.34%(-7.88K) | $1316.15(+30.10%) | 2026-06-30 | |
| HUT | HUT 8 CORP | 3.56% | 289.5K | $33.4M | new | $61.39(+49.84%) | 2026-06-30 | |
| CW | CURTISS WRIGHT CORP | 3.5% | 43.4K | $32.9M | +33.95%(+11.01K) | $650.46(+10.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.99% |
| Top 20 Holdings Unweighted | — | — | — | — | +21.04% |
Wealth High Governance Asset Management LTDA reports $939.51M in US-listed equity holdings across 50 positions in its most recent 13F filing. Its largest disclosed positions are GNRC (6.8%), GLW (4.9%) and PH (4.5%). The top 20 holdings account for 73.84% of reported assets. Its disclosed equity book has returned +22.99% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealth High Governance Asset Management LTDA’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111728). View Wealth High Governance Asset Management LTDA’s 13F filings on SEC