Wealth High Governance Capital Ltda holds a diversified book of 35 reported positions worth $334.4M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter DPC Holdings PLC first appears in 13F filings, a listing rather than a purchase; they opened Generac Holdings Inc and trimmed Parker Hannifin Corp. Their largest long position is Generac Holdings Inc at 7% of the reported non-option book.
Wealth High Governance Capital Ltda is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
+2 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Wealth High Governance Capital Ltda
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FengHe Fund Management Pte. Ltd. | 4 / 35 | $469.6M |
| Goodlander Investment Management, LLC | 6 / 35 | $146.0M |
| California First Leasing Corp | 5 / 35 | $129.4M |
| Burns Matteson Capital Management, LLC | 6 / 35 | $82.3M |
| Kelly Lawrence W & Associates Inc | 5 / 35 | $114.1M |
| Sassicaia Capital Advisers LLC | 3 / 35 | $55.3M |
| Talos Eurisko Asset Management LP | 4 / 35 | $154.9M |
| Berkshire Capital Holdings Inc | 9 / 35 | $100.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Wealth High Governance Capital Ltda: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Generac Hldgs Inc COM | $24.2M | 82.8K | 7.3% | ▲New New position | |
| 2 | Corning Inc COM | $17.6M | 69.0K | 5.3% | ▲New New position | |
| 3 | Parker-Hannifin Corp COM | $16.2M | 16.6K | 4.8% | ▼−21% Reduced · −5K sh | |
| 4 | Timken Co COM | $16.0M | 110.4K | 4.8% | ▲+57% Added · +40K sh | |
| 5 | Advanced Micro Devices Inc COM | $16.0M | 27.6K | 4.8% | ▲New New position | |
| 6 | Sharkninja Inc COM SHS | $14.7M | 96.6K | 4.4% | ▼−8.4% Reduced · −9K sh | |
| 7 | Datadog Inc CL A COM | $14.4M | 55.2K | 4.3% | ▲+60% Added · +21K sh | |
| 8 | Comfort Sys USA Inc COM | $13.7M | 6.9K | 4.1% | ▼−51% Reduced · −7K sh | |
| 9 | Hut 8 Corp COM | $12.8M | 110.5K | 3.8% | ▲New New position | |
| 10 | Curtiss Wright Corp COM | $12.6M | 16.6K | 3.8% | ▼−5.7% Reduced · −1K sh | |
| 11 | Forgent Power Solutions Inc COM SHS CL A | $12.3M | 220.8K | 3.7% | ▲New New position | |
| 12 | MKS Inc. COM | $12.3M | 27.6K | 3.7% | ▲New New position | |
| 13 | Applied Matls Inc COM | $12.0M | 16.6K | 3.6% | ▲New New position | |
| 14 | Ultra Clean Hldgs Inc COM | $11.8M | 82.8K | 3.5% | ▲New New position | |
| 15 | Caterpillar Inc COM | $11.8M | 11.0K | 3.5% | ▲New New position | |
| 16 | First TR Exchange-Traded FD GBL WND ENRG ETF | $9.7M | 386.6K | 2.9% | ▲New New position | |
| 17 | Roblox Corp CL A | $9.0M | 165.6K | 2.7% | ▲New New position | |
| 18 | Solaris Energy Infras Inc COM CL A | $8.9M | 110.5K | 2.7% | ▼−10% Reduced · −12K sh | |
| 19 | Ross Stores Inc COM | $8.8M | 41.4K | 2.6% | ▼−53% Reduced · −46K sh | |
| 20 | Digitalocean Hldgs Inc COM | $8.7M | 55.2K | 2.6% | ▼−55% Reduced · −67K sh | |
| 21 | Nextpower Inc CLASS A COM | $8.2M | 69.0K | 2.5% | ▼−21% Reduced · −19K sh | |
| 22 | Hunt J B Trans Svcs Inc COM | $8.0M | 27.6K | 2.4% | ▲New New position | |
| 23 | Solv Energy Inc COM SHS CL A | $7.5M | 220.9K | 2.2% | ▲New New position | |
| 24 | Bitdeer Technologies Group CL A ORD SHS | $7.0M | 441.6K | 2.1% | ▲New New position | |
| 25 | Ciena Corp COM NEW | $6.8M | 13.8K | 2.0% | ▼−51% Reduced · −14K sh | |
| 26 | Hyperliquid Strategies Inc COM | $6.5M | 828.0K | 1.9% | ▲New New position | |
| 27 | Amer Sports Inc COM SHS | $5.6M | 165.6K | 1.7% | ▼−21% Reduced · −45K sh | |
| 28 | British Amern Tob PLC SPONSORED ADR | $5.1M | 82.8K | 1.5% | ▼−21% Reduced · −22K sh | |
| 29 | Enlight Renewable Energy Ltd SHS | $4.9M | 55.2K | 1.5% | ▲+162% Added · +34K sh | |
| 30 | Brinker Intl Inc COM | $3.7M | 22.1K | 1.1% | ▲New New position | |
| 31 | SK Telecom Co Ltd SPONSORED ADR | $2.7M | 82.9K | 0.8% | ▼−69% Reduced · −181K sh | |
| 32 | Almonty Inds Inc COM NEW | $1.8M | 110.5K | 0.5% | ▲New New position | |
| 33 | Credo Technology Group Holdi ORDINARY SHARES | $1.5M | 5.5K | 0.4% | ▲New New position | |
| 34 | DPC Holdings PLC ORDINARY SHARES | $1.4M | 27.6K | 0.4% | →Listed Newly reportable | |
| 35 | Agi Inc COM SHS CL A | $196K | 27.6K | 0.1% | ▼−90% Reduced · −253K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 44d | 35 | $334.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Jun 18, 2026 | 79d | 46 | $333.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jun 18, 2026 | 169d | 46 | $341.3M | 13F-HR/A |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 35 | $348.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 33 | $322.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 26 | $153.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Apr 7, 2025 | 97d | 45 | $278.8M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.