13F HOLDINGS REPORT
Milestones Administradora de Recursos Ltda.
Quarter ended Q1 2024 · Filed May 20, 2024 · Accession 0000919574-24-003273
Total Value
$155.8M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 234,300 | $67.5M | 43.35% |
| 2 | AMAZON COM INC | AMZN | 207,895 | $21.5M | 13.78% |
| 3 | ALPHABET INC | GOOG | 202,725 | $21.0M | 13.50% |
| 4 | WALDENCAST PLC | WALDW | 2,000,000 | $16.3M | 10.46% |
| 5 | MERCADOLIBRE INC | MELI | 8,853 | $11.7M | 7.49% |
| 6 | THERMO FISHER SCIENTIFIC INC | TMO | 10,469 | $6.0M | 3.87% |
| 7 | VISA INC | V | 17,775 | $4.0M | 2.57% |
| 8 | LINDE PLC | LIN | 10,105 | $3.6M | 2.31% |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,330 | $2.0M | 1.25% |
| 10 | CROWDSTRIKE HLDGS INC | CRWD | 12,205 | $1.7M | 1.08% |
| 11 | BILIBILI INC | BLBLF | 14,100 | $331,350 | 0.21% |
| 12 | WALDENCAST PLC | WALDW | 333,333 | $200,000 | 0.13% |