13F HOLDINGS REPORT
Milestones Administradora de Recursos Ltda.
Quarter ended Q2 2025 · Filed July 25, 2025 · Accession 0001912095-25-000004
Total Value
$292.4M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 256,650 | $56.3M | 19.26% |
| 2 | MICROSOFT CORP | MSFT | 98,972 | $49.2M | 16.84% |
| 3 | GE AEROSPACE | 369604301 | 146,725 | $37.8M | 12.92% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 155,500 | $35.2M | 12.05% |
| 5 | ALPHABET INC | GOOG | 146,272 | $25.8M | 8.82% |
| 6 | NU HLDGS LTD | NU | 1,484,000 | $20.4M | 6.96% |
| 7 | MERCADOLIBRE INC | MELI | 7,151 | $18.7M | 6.39% |
| 8 | MOODYS CORP | MCO | 19,055 | $9.6M | 3.27% |
| 9 | DANAHER CORPORATION | 235851102 | 43,370 | $8.6M | 2.93% |
| 10 | LINDE PLC | LIN | 14,850 | $7.0M | 2.38% |
| 11 | WALDENCAST PLC | WALDW | 2,200,000 | $5.4M | 1.84% |
| 12 | CHEVRON CORP NEW | CVX | 30,340 | $4.3M | 1.49% |
| 13 | S&P GLOBAL INC | SPGI | 6,355 | $3.4M | 1.15% |
| 14 | ADVANCED MICRO DEVICES INC | AMD | 21,840 | $3.1M | 1.06% |
| 15 | VISA INC | V | 7,905 | $2.8M | 0.96% |
| 16 | CONOCOPHILLIPS | COP | 30,470 | $2.7M | 0.94% |
| 17 | MASTERCARD INCORPORATED | MA | 2,035 | $1.1M | 0.39% |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,080 | $1.0M | 0.35% |
| 19 | WALDENCAST PLC | WALDW | 342,999 | $33,271 | 0.01% |