Wealth High Governance Asset Management Ltda.
50 holdingsFiling period: 2026-06-30Current AUM: $761.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GNRC | GENERAC HLDGS INC | 217.2K | $63.6M | $38.0M | 4.99% | -- | 2026-06-30 |
| 2 | GLW | CORNING INC | 181.0K | $46.2M | $26.0M | 3.41% | -- | 2026-06-30 |
| 3 | PH | PARKER-HANNIFIN CORP | 43.4K | $42.5M | $40.2M | 5.28% | +25.6K | 2026-06-30 |
| 4 | TKR | TIMKEN CO | 289.6K | $42.1M | $33.7M | 4.43% | +229.9K | 2026-06-30 |
| 5 | AMD | ADVANCED MICRO DEVICES INC | 72.4K | $42.1M | $36.5M | 4.79% | -- | 2026-06-30 |
| 6 | — | SHARKNINJA INC | 253.4K | $38.6M | $38.6M | 5.07% | +164.3K | 2026-06-30 |
| 7 | DDOG | DATADOG INC | 144.8K | $37.7M | $33.3M | 4.38% | +115.4K | 2026-06-30 |
| 8 | FIX | COMFORT SYS USA INC | 18.1K | $35.9M | $28.5M | 3.75% | +6.1K | 2026-06-30 |
| 9 | HUT | HUT 8 CORP | 289.5K | $33.4M | $25.2M | 3.31% | -- | 2026-06-30 |
| 10 | CW | CURTISS WRIGHT CORP | 43.4K | $32.9M | $24.4M | 3.21% | +28.6K | 2026-06-30 |
| 11 | FPS | FORGENT POWER SOLUTIONS INC | 579.2K | $32.4M | $18.2M | 2.39% | -- | 2026-06-30 |
| 12 | MKSI | MKS INC. | 72.4K | $32.2M | $16.8M | 2.20% | -- | 2026-06-30 |
| 13 | AMAT | APPLIED MATLS INC | 43.4K | $31.4M | $18.3M | 2.40% | -- | 2026-06-30 |
| 14 | UCTT | ULTRA CLEAN HLDGS INC | 217.2K | $31.0M | $14.3M | 1.87% | -- | 2026-06-30 |
| 15 | CAT | CATERPILLAR INC | 29.0K | $30.8M | $22.7M | 2.98% | -- | 2026-06-30 |
| 16 | FAN | FIRST TR EXCHANGE-TRADED FD | 1.13M | $28.3M | $25.9M | 3.40% | -- | 2026-06-30 |
| 17 | THYP | 21SHARES HYPERLIQUID ETF | 632.6K | $23.9M | $28.3M | 3.71% | -- | 2026-06-30 |
| 18 | RBLX | ROBLOX CORP | 434.4K | $23.6M | $21.8M | 2.87% | -- | 2026-06-30 |
| 19 | SEI | SOLARIS ENERGY INFRAS INC | 289.5K | $23.3M | $17.8M | 2.34% | +185.2K | 2026-06-30 |
| 20 | ROST | ROSS STORES INC | 108.6K | $23.1M | $24.6M | 3.23% | +34.0K | 2026-06-30 |
| 21 | DOCN | DIGITALOCEAN HLDGS INC | 144.8K | $22.7M | $17.1M | 2.24% | +40.0K | 2026-06-30 |
| 22 | NXT | NEXTPOWER INC | 180.9K | $21.6M | $14.4M | 1.90% | +106.4K | 2026-06-30 |
| 23 | JBHT | HUNT J B TRANS SVCS INC | 72.4K | $21.0M | $19.8M | 2.60% | -- | 2026-06-30 |
| 24 | MWH | SOLV ENERGY INC | 579.1K | $19.7M | $14.9M | 1.96% | -- | 2026-06-30 |
| 25 | — | BITDEER TECHNOLOGIES GROUP | 1.16M | $18.4M | $18.4M | 2.41% | -- | 2026-06-30 |
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