13F HOLDINGS REPORT
Milestones Administradora de Recursos Ltda.
Quarter ended Q1 2024 · Filed May 20, 2024 · Accession 0000919574-24-003272
Total Value
$135.8M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 442,230 | $39.0M | 28.73% |
| 2 | MICROSOFT CORP | MSFT | 142,543 | $34.2M | 25.17% |
| 3 | WALDENCAST PLC | WALDW | 2,000,000 | $18.1M | 13.37% |
| 4 | AMAZON COM INC | AMZN | 171,640 | $14.4M | 10.62% |
| 5 | MERCADOLIBRE INC | MELI | 13,878 | $11.7M | 8.65% |
| 6 | INTERNATIONAL FLAVORS & FRAGRA | 459506101 | 49,580 | $5.2M | 3.83% |
| 7 | THERMO FISHER SCIENTIFIC INC | TMO | 5,654 | $3.1M | 2.29% |
| 8 | TEMPUR SEALY INTL INC | SGI | 72,312 | $2.5M | 1.83% |
| 9 | LINDE PLC | LIN | 6,080 | $2.0M | 1.46% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,330 | $2.0M | 1.44% |
| 11 | VISA INC | V | 8,275 | $1.7M | 1.27% |
| 12 | CROWDSTRIKE HLDGS INC | CRWD | 12,205 | $1.3M | 0.95% |
| 13 | BILIBILI INC | BLBLF | 14,100 | $334,029 | 0.25% |
| 14 | WALDENCAST PLC | WALDW | 333,333 | $206,666 | 0.15% |