Wealth High Governance Asset Management Ltda.
CIK 2111728
13F filing for Q2 2026・No. 2,680
- Holdings
- US$939.51M
- Quarter change
- +US$298.52M
- Entries
- 50
- Net bought (estimate)
- +US$222.22M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 30
- Sold out 31
- Cut 10
- Added 10
- Corporate actions 0
- Unchanged 0
Largest holdings
50 stocks worth US$939.51M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GNRCGENERAC HLDGS INCCOM | New | 217,195 | US$63.6M | 6.77% |
| GLWCORNING INCCOM | New | 180,986 | US$46.23M | 4.92% |
| PHPARKER-HANNIFIN CORPCOM | Added | 43,440 | US$42.49M | 4.52% |
| TKRTIMKEN COCOM | Added | 289,555 | US$42.08M | 4.48% |
| AMDAMDCOM | New | 72,398 | US$42.06M | 4.48% |
| SNSHARKNINJA INCCOM SHS | Added | 253,389 | US$38.58M | 4.11% |
| DDOGDATADOG INCCL A COM | Added | 144,774 | US$37.69M | 4.01% |
| FIXCOMFORT SYS USA INCCOM | Cut | 18,096 | US$35.87M | 3.82% |
| HUTHUT 8 CORPCOM | New | 289,537 | US$33.43M | 3.56% |
| CWCURTISS WRIGHT CORPCOM | Added | 43,434 | US$32.91M | 3.50% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.