13F HOLDINGS REPORT
Milestones Administradora de Recursos Ltda.
Quarter ended Q1 2024 · Filed May 20, 2024 · Accession 0000919574-24-003275
Total Value
$135.9M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 155,310 | $49.0M | 36.09% |
| 2 | ALPHABET INC | GOOG | 202,725 | $26.5M | 19.52% |
| 3 | AMAZON COM INC | AMZN | 177,655 | $22.6M | 16.62% |
| 4 | WALDENCAST PLC | WALDW | 2,000,000 | $18.8M | 13.87% |
| 5 | MERCADOLIBRE INC | MELI | 8,807 | $11.2M | 8.22% |
| 6 | THERMO FISHER SCIENTIFIC INC | TMO | 7,717 | $3.9M | 2.87% |
| 7 | VISA INC | V | 8,110 | $1.9M | 1.37% |
| 8 | LINDE PLC | LIN | 3,899 | $1.5M | 1.07% |
| 9 | WALDENCAST PLC | WALDW | 333,333 | $299,166 | 0.22% |
| 10 | BILIBILI INC | BLBLF | 14,100 | $194,157 | 0.14% |