13F HOLDINGS REPORT
Milestones Administradora de Recursos Ltda.
Quarter ended Q1 2024 · Filed May 20, 2024 · Accession 0000919574-24-003277
Total Value
$186.2M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 97,792 | $41.1M | 22.10% |
| 2 | ALPHABET INC | GOOG | 231,385 | $34.9M | 18.76% |
| 3 | AMAZON COM INC | AMZN | 150,155 | $27.1M | 14.55% |
| 4 | AMAZON COM INC | AMZN | 91,900 | $16.6M | 8.93% |
| 5 | NU HLDGS LTD | NU | 1,278,500 | $15.3M | 8.19% |
| 6 | WALDENCAST PLC | WALDW | 2,000,000 | $13.0M | 6.98% |
| 7 | THERMO FISHER SCIENTIFIC INC | TMO | 18,075 | $10.5M | 5.64% |
| 8 | MERCADOLIBRE INC | MELI | 5,584 | $8.4M | 4.53% |
| 9 | ALPHABET INC | GOOG | 47,390 | $7.2M | 3.84% |
| 10 | VISA INC | V | 18,560 | $5.2M | 2.78% |
| 11 | ADVANCED MICRO DEVICES INC | AMD | 8,062 | $1.5M | 0.78% |
| 12 | LINDE PLC | LIN | 1,949 | $904,960 | 0.49% |
| 13 | OCCIDENTAL PETE CORP | 674599105 | 13,800 | $896,862 | 0.48% |
| 14 | EATON CORP PLC | ETN | 2,813 | $879,569 | 0.47% |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,080 | $874,682 | 0.47% |
| 16 | GENERAL ELECTRIC CO | GE | 2,965 | $520,446 | 0.28% |
| 17 | NVIDIA CORPORATION | NVDA | 567 | $512,319 | 0.28% |
| 18 | APPLE INC | AAPL | 2,890 | $495,577 | 0.27% |
| 19 | WALDENCAST PLC | WALDW | 333,333 | $186,666 | 0.10% |
| 20 | BILIBILI INC | BLBLF | 14,100 | $157,920 | 0.08% |