13F HOLDINGS REPORT
Milestones Administradora de Recursos Ltda.
Quarter ended Q1 2024 · Filed May 20, 2024 · Accession 0000919574-24-003276
Total Value
$127.5M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 118,125 | $44.4M | 34.84% |
| 2 | AMAZON COM INC | AMZN | 150,155 | $22.8M | 17.90% |
| 3 | WALDENCAST PLC | WALDW | 2,000,000 | $21.9M | 17.16% |
| 4 | THERMO FISHER SCIENTIFIC INC | TMO | 18,075 | $9.6M | 7.53% |
| 5 | MERCADOLIBRE INC | MELI | 4,944 | $7.8M | 6.09% |
| 6 | NU HLDGS LTD | NU | 903,500 | $7.5M | 5.90% |
| 7 | ALPHABET INC | GOOG | 46,865 | $6.5M | 5.14% |
| 8 | VISA INC | V | 18,560 | $4.8M | 3.79% |
| 9 | LINDE PLC | LIN | 3,899 | $1.6M | 1.26% |
| 10 | WALDENCAST PLC | WALDW | 333,333 | $323,333 | 0.25% |
| 11 | BILIBILI INC | BLBLF | 14,100 | $171,597 | 0.13% |