13F HOLDINGS REPORT
Milestones Administradora de Recursos Ltda.
Quarter ended Q4 2024 · Filed February 5, 2025 · Accession 0001912095-25-000002
Total Value
$196.7M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 238,435 | $52.3M | 26.60% |
| 2 | MICROSOFT CORP | MSFT | 97,792 | $41.2M | 20.96% |
| 3 | ALPHABET INC | GOOG | 100,975 | $19.1M | 9.72% |
| 4 | NU HLDGS LTD | NU | 1,384,000 | $14.3M | 7.29% |
| 5 | GE AEROSPACE | 369604301 | 61,860 | $10.3M | 5.25% |
| 6 | OCCIDENTAL PETE CORP | 674599105 | 193,820 | $9.6M | 4.87% |
| 7 | WALDENCAST PLC | WALDW | 2,200,000 | $8.8M | 4.50% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 44,040 | $8.7M | 4.42% |
| 9 | MERCADOLIBRE INC | MELI | 3,714 | $6.3M | 3.21% |
| 10 | VISA INC | V | 15,810 | $5.0M | 2.54% |
| 11 | CHEVRON CORP NEW | CVX | 30,340 | $4.4M | 2.23% |
| 12 | THERMO FISHER SCIENTIFIC INC | TMO | 7,465 | $3.9M | 1.97% |
| 13 | LINDE PLC | LIN | 6,400 | $2.7M | 1.36% |
| 14 | S&P GLOBAL INC | SPGI | 4,145 | $2.1M | 1.05% |
| 15 | DELL TECHNOLOGIES INC | DELL | 14,400 | $1.7M | 0.84% |
| 16 | MOODYS CORP | MCO | 2,680 | $1.3M | 0.65% |
| 17 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 7,450 | $1.1M | 0.56% |
| 18 | MASTERCARD INCORPORATED | MA | 2,035 | $1.1M | 0.54% |
| 19 | ADVANCED MICRO DEVICES INC | AMD | 8,400 | $1.0M | 0.52% |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,080 | $942,822 | 0.48% |
| 21 | DANAHER CORPORATION | 235851102 | 3,500 | $803,425 | 0.41% |
| 22 | WALDENCAST PLC | WALDW | 342,999 | $58,310 | 0.03% |