Milestones Administradora de Recursos Ltda.
Milestones Administradora de Recursos Ltda. reported 21 holdings worth US$518M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Milestones Administradora de Recursos Ltda. reported 21 holdings worth US$518M as of Jun 30, 2026. Largest: Amazon.com, Inc., Microsoft Corp. and Ge Aerospace. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 21
- Value as reported
- US$518M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Amazon.com, Inc. | 281K | US$67M | 12.9% |
| Microsoft Corp. | 178K | US$66.2M | 12.8% |
| Ge Aerospace | 169K | US$63.1M | 12.2% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 117K | US$55.7M | 10.8% |
| Nu Holdings Ltd. | 3.15M | US$42.1M | 8.1% |
| Alphabet Inc (google) Class C | 118K | US$42.1M | 8.1% |
| Visa Inc. | 113K | US$38.7M | 7.5% |
| Danaher Corporation | 138K | US$26.2M | 5.1% |
| Advanced Micro Devices Inc | 34,059 | US$19.8M | 3.8% |
| Moody's Corporation | 30,824 | US$14M | 2.7% |
| Mercadolibre, Inc. | 8,056 | US$13.7M | 2.6% |
| S&p Global Inc. | 15,835 | US$6.45M | 1.2% |
| Tpg Inc. | 75,600 | US$3.07M | 0.59% |
| Berkshire Hathaway Inc. | 4,833 | US$2.42M | 0.47% |
| Nvidia Corporation | 10,599 | US$2.12M | 0.41% |
| Exxon Mobil Corporation | 15,380 | US$2.1M | 0.41% |
| Conocophillips | 18,760 | US$1.95M | 0.38% |
| Chevron Corporation | 11,731 | US$1.94M | 0.38% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |