13F HOLDINGS REPORT
Milestones Administradora de Recursos Ltda.
Quarter ended Q1 2025 · Filed May 5, 2025 · Accession 0001912095-25-000003
Total Value
$195.9M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 263,715 | $50.2M | 25.62% |
| 2 | MICROSOFT CORP | MSFT | 100,922 | $37.9M | 19.34% |
| 3 | ALPHABET INC | GOOG | 100,975 | $15.6M | 7.97% |
| 4 | NU HLDGS LTD | NU | 1,384,000 | $14.2M | 7.24% |
| 5 | GE AEROSPACE | 369604301 | 61,860 | $12.4M | 6.32% |
| 6 | OCCIDENTAL PETE CORP | 674599105 | 193,820 | $9.6M | 4.88% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 50,140 | $8.3M | 4.25% |
| 8 | WALDENCAST PLC | WALDW | 2,200,000 | $6.6M | 3.37% |
| 9 | MERCADOLIBRE INC | MELI | 3,261 | $6.4M | 3.25% |
| 10 | VISA INC | V | 15,810 | $5.5M | 2.83% |
| 11 | CHEVRON CORP NEW | CVX | 30,340 | $5.1M | 2.59% |
| 12 | THERMO FISHER SCIENTIFIC INC | TMO | 7,465 | $3.7M | 1.90% |
| 13 | LINDE PLC | LIN | 7,520 | $3.5M | 1.79% |
| 14 | S&P GLOBAL INC | SPGI | 6,355 | $3.2M | 1.65% |
| 15 | CONOCOPHILLIPS | COP | 30,470 | $3.2M | 1.63% |
| 16 | MOODYS CORP | MCO | 6,055 | $2.8M | 1.44% |
| 17 | ADVANCED MICRO DEVICES INC | AMD | 21,840 | $2.2M | 1.15% |
| 18 | DANAHER CORPORATION | 235851102 | 9,350 | $1.9M | 0.98% |
| 19 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 7,450 | $1.3M | 0.66% |
| 20 | MASTERCARD INCORPORATED | MA | 2,035 | $1.1M | 0.57% |
| 21 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,080 | $1.1M | 0.57% |
| 22 | WALDENCAST PLC | WALDW | 342,999 | $44,933 | 0.02% |