Milestones Administradora de Recursos Ltda. 13F holdings
Milestones Administradora de Recursos Ltda. reported 20 positions with a total reported value of $517.7M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-24. Top holdings by reported value: AMZN AMAZON COM INC (12.9%), MSFT MICROSOFT CORP (12.8%), GE AEROSPACE (12.2%), TSM TAIWAN SEMICONDUCTOR MANUFAC (10.8%), LIN LINDE PLC (8.6%). Against 2026-03-31 it opened 5 new positions and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
20 largest of 20 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| AMZN AMAZON COM INC | 281,149 | $67.0M | 12.9% |
| MSFT MICROSOFT CORP | 177,513 | $66.2M | 12.8% |
| GE AEROSPACE | 168,857 | $63.1M | 12.2% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 116,534 | $55.7M | 10.8% |
| LIN LINDE PLC | 86,282 | $44.8M | 8.6% |
| NU NU HLDGS LTD | 3,154,114 | $42.1M | 8.1% |
| GOOGL ALPHABET INC | 117,684 | $42.1M | 8.1% |
| V VISA INC | 112,769 | $38.7M | 7.5% |
| DHR DANAHER CORP DEL | 137,789 | $26.2M | 5.1% |
| AMD ADVANCED MICRO DEVICES INC | 34,059 | $19.8M | 3.8% |
| MCO MOODYS CORP | 30,824 | $14.0M | 2.7% |
| MELI MERCADOLIBRE INC | 8,056 | $13.7M | 2.6% |
| SPGI S&P GLOBAL INC | 15,835 | $6.4M | 1.2% |
| MLKWF WALDENCAST PLC | 2,866,092 | $4.3M | 0.8% |
| TPG TPG INC | 75,600 | $3.1M | 0.6% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 4,833 | $2.4M | 0.5% |
| NVDA NVIDIA CORPORATION | 10,599 | $2.1M | 0.4% |
| XOM EXXON MOBIL CORP | 15,380 | $2.1M | 0.4% |
| COP CONOCOPHILLIPS | 18,760 | $2.0M | 0.4% |
| CVX CHEVRON CORPORATION | 11,731 | $1.9M | 0.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 5 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| NOW SERVICENOW INC | 23,040 | $2.4M | 0.6% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AMZN AMAZON COM INC | 167,455 | 281,149 | +67.9% | $67.0M |
| V VISA INC | 67,626 | 112,769 | +66.8% | $38.7M |
| DHR DANAHER CORP DEL | 70,333 | 137,789 | +95.9% | $26.2M |
| MCO MOODYS CORP | 15,954 | 30,824 | +93.2% | $14.0M |
| NU NU HLDGS LTD | 2,803,164 | 3,154,114 | +12.5% | $42.1M |
| SPGI S&P GLOBAL INC | 6,355 | 15,835 | +149.2% | $6.4M |
| GE AEROSPACE | 164,334 | 168,857 | +2.8% | $63.1M |
| MELI MERCADOLIBRE INC | 7,151 | 8,056 | +12.7% | $13.7M |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 2,080 | 4,833 | +132.4% | $2.4M |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 116,200 | 116,534 | +0.3% | $55.7M |
| GOOGL ALPHABET INC | 117,659 | 117,684 | +0.0% | $42.1M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AMD ADVANCED MICRO DEVICES INC | 51,258 | 34,059 | -33.6% | $19.8M |
| LIN LINDE PLC | 100,633 | 86,282 | -14.3% | $44.8M |
| MSFT MICROSOFT CORP | 179,407 | 177,513 | -1.1% | $66.2M |
CIK 1912095 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
