Milestones Administradora De Recursos Ltda
$518M 13F equity value
22 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Milestones Administradora De Recursos Ltda covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AMZN | AMAZON COM INC | 281,149 | $67M | 12.9% |
| MSFT | MICROSOFT CORP | 177,513 | $66M | 12.8% |
| GE | GE AEROSPACE | 168,857 | $63M | 12.2% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 116,534 | $56M | 10.8% |
| LIN | LINDE PLC | 86,282 | $45M | 8.6% |
| NU | NU HLDGS LTD | 3,154,114 | $42M | 8.1% |
| GOOGL | ALPHABET INC | 117,684 | $42M | 8.1% |
| V | VISA INC | 112,769 | $39M | 7.5% |
| DHR | DANAHER CORP DEL | 137,789 | $26M | 5.1% |
| AMD | ADVANCED MICRO DEVICES INC | 34,059 | $20M | 3.8% |
Track Milestones Administradora De Recursos Ltda's 13F portfolio: $518M in reported holdings, 22 positions. Top holdings and quarterly changes on SentiSense.
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