Filed: 8/13/2026ACC: 0002028828-26-000005
📋 What this filing means
WEALTH HIGH GOVERNANCE CAPITAL LTDA filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $334.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$334.35M
Total AUM (reported)
3.89M
Total Shares
Allocation by class
COM$212.66M63.6%
COM SHS$20.32M6.1%
COM SHS CL A$20.05M6.0%
CL A COM$14.38M4.3%
GBL WND ENRG ETF$9.66M2.9%
CL A$9.01M2.7%
COM CL A$8.89M2.7%
Portfolio Concentration
Top 3$58.07M17.4%
4–10$100.16M30.0%
11–25$142.71M42.7%
Rest$33.41M10.0%
Top 3 weight
17.4%
Top 10 weight
47.3%
Voting Authority Distribution
Total shares with voting rights: 3.89M
Sole
Full voting authority
3.89M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole35
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings35
Rows:
GENERAC HLDGS INC
SOLEShares82.81K
TypeSH
Market value$24.25M
7.25%
Sole
82.81K
Shared
0.00
None
0.00
CORNING INC
SOLEShares69.01K
TypeSH
Market value$17.63M
5.27%
Sole
69.01K
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares16.56K
TypeSH
Market value$16.20M
4.84%
Sole
16.56K
Shared
0.00
None
0.00
TIMKEN CO
SOLEShares110.44K
TypeSH
Market value$16.05M
4.80%
Sole
110.44K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares27.60K
TypeSH
Market value$16.03M
4.80%
Sole
27.60K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares96.61K
TypeSH
Market value$14.71M
4.40%
Sole
96.61K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares55.23K
TypeSH
Market value$14.38M
4.30%
Sole
55.23K
Shared
0.00
None
0.00
COMFORT SYS USA INC
SOLEShares6.90K
TypeSH
Market value$13.68M
4.09%
Sole
6.90K
Shared
0.00
None
0.00
HUT 8 CORP
SOLEShares110.46K
TypeSH
Market value$12.75M
3.81%
Sole
110.46K
Shared
0.00
None
0.00
CURTISS WRIGHT CORP
SOLEShares16.57K
TypeSH
Market value$12.55M
3.75%
Sole
16.57K
Shared
0.00
None
0.00
FORGENT POWER SOLUTIONS INC
SOLEShares220.82K
TypeSH
Market value$12.34M
3.69%
Sole
220.82K
Shared
0.00
None
0.00
MKS INC.
SOLEShares27.60K
TypeSH
Market value$12.28M
3.67%
Sole
27.60K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares16.56K
TypeSH
Market value$11.97M
3.58%
Sole
16.56K
Shared
0.00
None
0.00
ULTRA CLEAN HLDGS INC
SOLEShares82.84K
TypeSH
Market value$11.81M
3.53%
Sole
82.84K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares11.04K
TypeSH
Market value$11.76M
3.52%
Sole
11.04K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares386.56K
TypeSH
Market value$9.66M
2.89%
Sole
386.56K
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares165.64K
TypeSH
Market value$9.01M
2.69%
Sole
165.64K
Shared
0.00
None
0.00
SOLARIS ENERGY INFRAS INC
SOLEShares110.48K
TypeSH
Market value$8.89M
2.66%
Sole
110.48K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares41.41K
TypeSH
Market value$8.81M
2.64%
Sole
41.41K
Shared
0.00
None
0.00
DIGITALOCEAN HLDGS INC
SOLEShares55.22K
TypeSH
Market value$8.67M
2.59%
Sole
55.22K
Shared
0.00
None
0.00
NEXTPOWER INC
SOLEShares69.05K
TypeSH
Market value$8.23M
2.46%
Sole
69.05K
Shared
0.00
None
0.00
HUNT J B TRANS SVCS INC
SOLEShares27.60K
TypeSH
Market value$7.99M
2.39%
Sole
27.60K
Shared
0.00
None
0.00
SOLV ENERGY INC
SOLEShares220.85K
TypeSH
Market value$7.52M
2.25%
Sole
220.85K
Shared
0.00
None
0.00
BITDEER TECHNOLOGIES GROUP
SOLEShares441.63K
TypeSH
Market value$7.01M
2.10%
Sole
441.63K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares13.81K
TypeSH
Market value$6.78M
2.03%
Sole
13.81K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GENERAC HLDGS INCSOLE | COM | 82.81K | SH | $24.25M 7.25% | 82.81K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 69.01K | SH | $17.63M 5.27% | 69.01K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 16.56K | SH | $16.20M 4.84% | 16.56K | 0.00 | 0.00 |
TIMKEN COSOLE | COM | 110.44K | SH | $16.05M 4.80% | 110.44K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 27.60K | SH | $16.03M 4.80% | 27.60K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 96.61K | SH | $14.71M 4.40% | 96.61K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 55.23K | SH | $14.38M 4.30% | 55.23K | 0.00 | 0.00 |
COMFORT SYS USA INCSOLE | COM | 6.90K | SH | $13.68M 4.09% | 6.90K | 0.00 | 0.00 |
HUT 8 CORPSOLE | COM | 110.46K | SH | $12.75M 3.81% | 110.46K | 0.00 | 0.00 |
CURTISS WRIGHT CORPSOLE | COM | 16.57K | SH | $12.55M 3.75% | 16.57K | 0.00 | 0.00 |
FORGENT POWER SOLUTIONS INCSOLE | COM SHS CL A | 220.82K | SH | $12.34M 3.69% | 220.82K | 0.00 | 0.00 |
MKS INC.SOLE | COM | 27.60K | SH | $12.28M 3.67% | 27.60K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 16.56K | SH | $11.97M 3.58% | 16.56K | 0.00 | 0.00 |
ULTRA CLEAN HLDGS INCSOLE | COM | 82.84K | SH | $11.81M 3.53% | 82.84K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 11.04K | SH | $11.76M 3.52% | 11.04K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | GBL WND ENRG ETF | 386.56K | SH | $9.66M 2.89% | 386.56K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 165.64K | SH | $9.01M 2.69% | 165.64K | 0.00 | 0.00 |
SOLARIS ENERGY INFRAS INCSOLE | COM CL A | 110.48K | SH | $8.89M 2.66% | 110.48K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 41.41K | SH | $8.81M 2.64% | 41.41K | 0.00 | 0.00 |
DIGITALOCEAN HLDGS INCSOLE | COM | 55.22K | SH | $8.67M 2.59% | 55.22K | 0.00 | 0.00 |
NEXTPOWER INCSOLE | CLASS A COM | 69.05K | SH | $8.23M 2.46% | 69.05K | 0.00 | 0.00 |
HUNT J B TRANS SVCS INCSOLE | COM | 27.60K | SH | $7.99M 2.39% | 27.60K | 0.00 | 0.00 |
SOLV ENERGY INCSOLE | COM SHS CL A | 220.85K | SH | $7.52M 2.25% | 220.85K | 0.00 | 0.00 |
BITDEER TECHNOLOGIES GROUPSOLE | CL A ORD SHS | 441.63K | SH | $7.01M 2.10% | 441.63K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 13.81K | SH | $6.78M 2.03% | 13.81K | 0.00 | 0.00 |
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