Holders — by stockHoldings — by fund
Milestones Administradora de Recursos Ltda.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001912095
$517.7M
disclosed book value
21
positions
12.9%
largest position share
Positions, as of 2026-06-30
top 21 of 21 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 281,149 | $67.0M | 12.9% |
| 2 | MSFTMICROSOFT CORP | 177,513 | $66.2M | 12.8% |
| 3 | GEGE AEROSPACE | 168,857 | $63.1M | 12.2% |
| 4 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 116,534 | $55.7M | 10.8% |
| 5 | LINLINDE PLC | 86,282 | $44.8M | 8.6% |
| 6 | NUNU HLDGS LTD | 3.2M | $42.1M | 8.1% |
| 7 | GOOGLALPHABET INC | 117,684 | $42.1M | 8.1% |
| 8 | VVISA INC | 112,769 | $38.7M | 7.5% |
| 9 | DHRDANAHER CORP DEL | 137,789 | $26.2M | 5.1% |
| 10 | AMDADVANCED MICRO DEVICES INC | 34,059 | $19.8M | 3.8% |
| 11 | MCOMOODYS CORP | 30,824 | $14.0M | 2.7% |
| 12 | MELIMERCADOLIBRE INC | 8,056 | $13.7M | 2.6% |
| 13 | SPGIS&P GLOBAL INC | 15,835 | $6.4M | 1.2% |
| 14 | WALDWALDENCAST PLC | 2.4M | $4.3M | 0.8% |
| 15 | TPGTPG INC | 75,600 | $3.1M | 0.6% |
| 16 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,833 | $2.4M | 0.5% |
| 17 | NVDANVIDIA CORPORATION | 10,599 | $2.1M | 0.4% |
| 18 | XOMEXXON MOBIL CORP | 15,380 | $2.1M | 0.4% |
| 19 | COPCONOCOPHILLIPS | 18,760 | $2.0M | 0.4% |
| 20 | CVXCHEVRON CORPORATION | 11,731 | $1.9M | 0.4% |
| 21 | WALDENCAST PLC | 440,415 | $20,655 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.