13F HOLDINGS REPORT
Milestones Administradora de Recursos Ltda.
Quarter ended Q1 2024 · Filed May 20, 2024 · Accession 0000919574-24-003270
Total Value
$137.0M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 22,555 | $49.2M | 35.87% |
| 2 | MICROSOFT CORP | MSFT | 51,660 | $13.3M | 9.68% |
| 3 | MERCADOLIBRE INC | MELI | 20,544 | $13.1M | 9.55% |
| 4 | WALDENCAST ACQUISITION CORP | WALDW | 1,000,000 | $10.1M | 7.36% |
| 5 | AMAZON COM INC | AMZN | 87,160 | $9.3M | 6.75% |
| 6 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 45,840 | $5.5M | 3.98% |
| 7 | KRAFT HEINZ CO | KHC | 122,350 | $4.7M | 3.40% |
| 8 | TEMPUR SEALY INTL INC | SGI | 191,060 | $4.1M | 2.98% |
| 9 | NIKE INC | NKE | 38,220 | $3.9M | 2.85% |
| 10 | THERMO FISHER SCIENTIFIC INC | TMO | 7,115 | $3.9M | 2.82% |
| 11 | LINDE PLC | LIN | 11,270 | $3.2M | 2.36% |
| 12 | APPLE INC | AAPL | 23,190 | $3.2M | 2.31% |
| 13 | ELANCO ANIMAL HEALTH INC | ELAN | 156,930 | $3.1M | 2.25% |
| 14 | VISA INC | V | 12,975 | $2.6M | 1.86% |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 8,430 | $2.3M | 1.68% |
| 16 | CROWDSTRIKE HLDGS INC | CRWD | 12,205 | $2.1M | 1.50% |
| 17 | LAUDER ESTEE COS INC | 518439104 | 7,750 | $2.0M | 1.44% |
| 18 | TAL EDUCATION GROUP | TAL | 303,100 | $1.5M | 1.08% |
| 19 | BILIBILI INC | BLBLF | 14,100 | $360,960 | 0.26% |