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Disclosery

Wealth High Governance Capital Ltda

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13F filer, CIK 2028828, SAO PAULO, Brazil

Wealth High Governance Capital Ltda reported $334,353,024 across 35 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 47.33% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002028828-26-000005

Period
2026-06-30
Reported value
$334M
Holdings
35
Top 10 weight
47.33%
New
19
Sold out
30

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GNRCnew+82,805$24.2M
GLWnew+69,014$17.6M
AMDnew+27,602$16M
HUTnew+110,463$12.8M
FPSnew+220,824$12.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PAASexited-316,199-$17.3M
FIXreduced-7,119-$14.1M
NRGexited-87,698-$12.8M
FCXexited-210,816-$12.4M
DOCNreduced-67,402-$10.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002028828-26-000005, largest first. % of portfolio is the value over $334,353,024, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 82,805 shares 82,805$24.2M7.25%newTimeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 69,014 shares 69,014$17.6M5.27%newTimeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,000 shares; 2024Q4: 9,250 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,641 shares; 2026Q1: 21,068 shares; 2026Q2: 16,560 shares 16,560$16.2M4.84%-4,508Timeline
TKRTIMKEN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 124,716 shares; 2026Q1: 70,183 shares; 2026Q2: 110,445 shares 110,445$16M4.8%+40,262Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,800 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,602 shares 27,602$16M4.8%newTimeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,434 shares; 2026Q1: 105,444 shares; 2026Q2: 96,611 shares 96,611$14.7M4.4%-8,833Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,603 shares; 2026Q2: 55,226 shares 55,226$14.4M4.3%+20,623Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,023 shares; 2026Q2: 6,904 shares 6,904$13.7M4.09%-7,119Timeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 420,000 shares; 2025Q4: 233,843 shares; 2026Q1: not reported; 2026Q2: 110,463 shares 110,463$12.8M3.81%newTimeline
CWCURTISS WRIGHT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,400 shares; 2025Q3: 18,000 shares; 2025Q4: 19,487 shares; 2026Q1: 17,575 shares; 2026Q2: 16,566 shares 16,566$12.6M3.75%-1,009Timeline
FPSFORGENT POWER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 220,824 shares 220,824$12.3M3.69%newTimeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,600 shares 27,600$12.3M3.67%newTimeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,560 shares 16,560$12M3.58%newTimeline
UCTTULTRA CLEAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 82,843 shares 82,843$11.8M3.53%newTimeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,040 shares 11,040$11.8M3.52%newTimeline
FANFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 386,555 shares 386,555$9.66M2.89%newTimeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,200 shares; 2025Q3: 60,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 165,638 shares 165,638$9.01M2.69%newTimeline
SEISOLARIS ENERGY INFRAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 136,365 shares; 2026Q1: 122,832 shares; 2026Q2: 110,482 shares 110,482$8.89M2.66%-12,350Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,795 shares; 2026Q1: 87,691 shares; 2026Q2: 41,405 shares 41,405$8.81M2.64%-46,286Timeline
DOCNDIGITALOCEAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 122,624 shares; 2026Q2: 55,222 shares 55,222$8.67M2.59%-67,402Timeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 155,895 shares; 2026Q1: 87,706 shares; 2026Q2: 69,050 shares 69,050$8.23M2.46%-18,656Timeline
JBHTHUNT J B TRANS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,601 shares 27,601$7.99M2.39%newTimeline
MWHSOLV ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 220,852 shares 220,852$7.52M2.25%newTimeline
BTDRBITDEER TECHNOLOGIES GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500,000 shares; 2024Q4: 311,308 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,999 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 441,625 shares 441,625$7.01M2.1%newTimeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,032 shares; 2026Q2: 13,813 shares 13,813$6.78M2.03%-14,219Timeline
PURRHYPERLIQUID STRATEGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 828,048 shares 828,048$6.52M1.95%newTimeline
ASAMER SPORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,000 shares; 2025Q4: 77,948 shares; 2026Q1: 210,873 shares; 2026Q2: 165,613 shares 165,613$5.6M1.68%-45,260Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,948 shares; 2026Q1: 105,229 shares; 2026Q2: 82,824 shares 82,824$5.12M1.53%-22,405Timeline
ENLTENLIGHT RENEWABLE ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,076 shares; 2026Q2: 55,222 shares 55,222$4.92M1.47%+34,146Timeline
EATBRINKER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,800 shares; 2025Q2: 37,200 shares; 2025Q3: 120,000 shares; 2025Q4: 11,692 shares; 2026Q1: not reported; 2026Q2: 22,081 shares 22,081$3.71M1.11%newTimeline
SKMSK TELECOM CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 264,247 shares; 2026Q2: 82,880 shares 82,880$2.67M0.8%-181,367Timeline
ALMALMONTY INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 110,463 shares 110,463$1.83M0.55%newTimeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,520 shares 5,520$1.5M0.45%newTimeline
DPCDPC HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,601 shares 27,601$1.35M0.4%newTimeline
AGBKAGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 280,641 shares; 2026Q2: 27,634 shares 27,634$196K0.06%-253,007Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PAASPAN AMERN SILVER CORP316,199$17.3Mshares
NRGNRG ENERGY INC87,698$12.8Mshares
FCXFREEPORT MCMORAN INC210,816$12.4Mshares
VSTVISTRA CORP70,132$10.5Mshares
ECHOECHOSTAR CORP87,584$10.3Mshares
CLSCELESTICA INC35,042$9.87Mshares
LITELUMENTUM HLDGS INC14,016$9.85Mshares
CELHCELSIUS HLDGS INC245,377$8.71Mshares
NETCLOUDFLARE INC42,107$8.69Mshares
CENXCENTURY ALUM CO140,525$8.25Mshares
VISTVISTA ENERGY S.A.B. DE C.V.105,222$7.94Mshares
ALBALBEMARLE CORP42,112$7.56Mshares
AGIALAMOS GOLD INC140,461$6.24Mshares
BBARRICK MNG CORP140,461$5.73Mshares
KGCKINROSS GOLD CORP175,542$5.36Mshares
CNRCORE NATURAL RESOURCES INC42,071$4.41Mshares
AUGOAURA MINERALS INC52,666$4.3Mshares
TANINVESCO EXCH TRADED FD TR II70,165$3.91Mshares
HLIHOULIHAN LOKEY INC25,816$3.71Mshares
BTUPEABODY ENGR CORP105,101$3.46Mshares
PAMPAMPA ENERGIA SA29,043$2.57Mshares
MEOHMETHANEX CORP42,106$2.51Mshares
ECECOPETROL S A161,246$2.42Mshares
BKRBAKER HUGHES COMPANY35,148$2.15Mshares
SNOWSNOWFLAKE INC14,006$2.11Mshares
XPXP INC105,108$2Mshares
PBRPETROLEO BRASILEIRO S A70,033$1.45Mshares
PLTRPALANTIR TECHNOLOGIES INC6,997$1.02Mshares
NOWSERVICENOW INC7,003$732Kshares
SRADSPORTRADAR GROUP AG13,993$234Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002028828-26-000005 base2026-08-13acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002028828-26-000005 Quarter ended 2026-06-302026-08-13acceptance time not in the bulk data set
13F-HR 0002028828-26-000004 Quarter ended 2026-03-312026-06-18acceptance time not in the bulk data set
13F-HR/A 0002028828-26-000003 Quarter ended 2025-12-312026-06-18acceptance time not in the bulk data set
13F-HR 0002028828-26-000001 Quarter ended 2025-12-312026-01-30acceptance time not in the bulk data set
13F-HR 0002028828-25-000016 Quarter ended 2025-09-302025-11-13acceptance time not in the bulk data set
13F-HR 0002028828-25-000013 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0002028828-25-000012 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR/A 0002028828-25-000011 Quarter ended 2024-12-312025-04-07acceptance time not in the bulk data set
13F-HR 0002028828-25-000009 Quarter ended 2024-09-302025-02-07acceptance time not in the bulk data set
13F-HR 0002028828-25-000003 Quarter ended 2023-03-312025-02-07acceptance time not in the bulk data set
13F-HR 0002028828-25-000007 Quarter ended 2024-03-312025-02-07acceptance time not in the bulk data set
13F-HR 0002028828-25-000008 Quarter ended 2024-06-302025-02-07acceptance time not in the bulk data set
13F-HR 0002028828-25-000005 Quarter ended 2023-09-302025-02-07acceptance time not in the bulk data set
13F-HR 0002028828-25-000004 Quarter ended 2023-06-302025-02-07acceptance time not in the bulk data set
13F-HR 0002028828-25-000002 Quarter ended 2022-12-312025-02-07acceptance time not in the bulk data set
13F-HR 0002028828-25-000010 Quarter ended 2024-12-312025-02-07acceptance time not in the bulk data set
13F-HR 0002028828-25-000006 Quarter ended 2023-12-312025-02-07acceptance time not in the bulk data set