Milestones Administradora de Recursos Ltda.
Milestones Administradora de Recursos Ltda. reported 18 holdings worth US$557M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 21, 2026
Milestones Administradora de Recursos Ltda. reported 18 holdings worth US$557M as of Sep 30, 2026. Largest: Microsoft Corp., Amazon.com, Inc. and Alphabet Inc (google) Class C. Filed Oct 21, 2026 (Form 13F).
- Holdings
- 18
- Value as reported
- US$557M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Microsoft Corp. | 165K | US$84.6M | 15.2% |
| Amazon.com, Inc. | 297K | US$74.1M | 13.3% |
| Alphabet Inc (google) Class C | 179K | US$61.5M | 11.0% |
| Ge Aerospace | 188K | US$58.9M | 10.6% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 127K | US$58M | 10.4% |
| Nu Holdings Ltd. | 3.39M | US$43M | 7.7% |
| Visa Inc. | 85,786 | US$30.8M | 5.5% |
| Advanced Micro Devices Inc | 45,804 | US$28M | 5.0% |
| Danaher Corporation | 87,608 | US$19.4M | 3.5% |
| Moody's Corporation | 30,824 | US$14M | 2.5% |
| Mercadolibre, Inc. | 8,056 | US$13.9M | 2.5% |
| Nvidia Corporation | 28,769 | US$6.57M | 1.2% |
| Tpg Inc. | 75,600 | US$3.34M | 0.60% |
| Berkshire Hathaway Inc. | 4,833 | US$2.41M | 0.43% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Conocophillips | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| S&p Global Inc. | 0 | US$0 | 0.00% |
Source
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