Back to Milestones Administradora de Recursos Ltda.
Milestones Administradora de Recursos Ltda.
Q2 2026 13F filing
Updated 48 days ago21 disclosed positions worth $517.7M
Portfolio value
$517.7M
Total holdings
21
New positions
5
Closed positions
1
Increased
11
Decreased
3
Turnover
28.6%
Filed
2026-07-24
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AMZN AMAZON COM INC | $67M | 281.1K | 12.94% | Added(+67.9%) |
| 2 | M MSFT MICROSOFT CORP | $66.2M | 177.5K | 12.79% | Trimmed(-1.1%) |
| 3 | G GE GE AEROSPACE | $63.1M | 168.9K | 12.19% | Added(+2.8%) |
| 4 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $55.7M | 116.5K | 10.75% | Added(+0.3%) |
| 5 | L LIN LINDE PLC | $44.8M | 86.3K | 8.65% | Trimmed(-14.3%) |
| 6 | N NU NU HLDGS LTD | $42.1M | 3.15M | 8.14% | Added(+12.5%) |
| 7 | G GOOGN ALPHABET INC | $42.1M | 117.7K | 8.12% | Added(+0.0%) |
| 8 | V V VISA INC | $38.7M | 112.8K | 7.47% | Added(+66.8%) |
| 9 | D DHR DANAHER CORP DEL | $26.2M | 137.8K | 5.07% | Added(+95.9%) |
| 10 | A AMD ADVANCED MICRO DEVICES INC | $19.8M | 34.1K | 3.82% | Trimmed(-33.5%) |
| 11 | M MCO MOODYS CORP | $14M | 30.8K | 2.70% | Added(+93.2%) |
| 12 | M MELI MERCADOLIBRE INC | $13.7M | 8.1K | 2.64% | Added(+12.7%) |
| 13 | S SPGI S&P GLOBAL INC | $6.4M | 15.8K | 1.25% | Added(+149.2%) |
| 14 | W WALDW WALDENCAST PLC | $4.3M | 2.43M | 0.82% | Unchanged |
| 15 | ? N/A TPG INC | $3.1M | 75.6K | 0.59% | — |
| 16 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $2.4M | 4.8K | 0.47% | Added(+132.4%) |
| 17 | N NVDA NVIDIA CORPORATION | $2.1M | 10.6K | 0.41% | — |
| 18 | X XOM EXXON MOBIL CORP | $2.1M | 15.4K | 0.41% | — |
| 19 | C COP CONOCOPHILLIPS | $2M | 18.8K | 0.38% | — |
| 20 | C CVX CHEVRON CORPORATION | $1.9M | 11.7K | 0.38% | — |
| 21 | W WALDW WALDENCAST PLC | $21K | 440.4K | 0.00% | Unchanged |