13F HOLDINGS REPORT
Milestones Administradora de Recursos Ltda.
Quarter ended Q3 2025 · Filed October 31, 2025 · Accession 0001912095-25-000009
Total Value
$285.7M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 217,523 | $47.8M | 16.72% |
| 2 | MICROSOFT CORP | MSFT | 89,075 | $46.1M | 16.15% |
| 3 | GE AEROSPACE | 369604301 | 146,725 | $44.1M | 15.45% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 138,036 | $38.6M | 13.50% |
| 5 | NU HLDGS LTD | NU | 1,867,614 | $29.9M | 10.47% |
| 6 | ALPHABET INC | GOOG | 90,218 | $21.9M | 7.68% |
| 7 | MERCADOLIBRE INC | MELI | 7,151 | $16.7M | 5.85% |
| 8 | DANAHER CORPORATION | 235851102 | 43,370 | $8.6M | 3.01% |
| 9 | LINDE PLC | LIN | 14,850 | $7.1M | 2.47% |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 39,500 | $6.4M | 2.24% |
| 11 | WALDENCAST PLC | WALDW | 2,425,677 | $4.8M | 1.68% |
| 12 | S&P GLOBAL INC | SPGI | 6,355 | $3.1M | 1.08% |
| 13 | MOODYS CORP | MCO | 6,353 | $3.0M | 1.06% |
| 14 | VISA INC | V | 7,905 | $2.7M | 0.94% |
| 15 | CHEVRON CORP NEW | CVX | 15,170 | $2.4M | 0.82% |
| 16 | CONOCOPHILLIPS | COP | 15,235 | $1.4M | 0.50% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,080 | $1.0M | 0.37% |
| 18 | WALDENCAST PLC | WALDW | 440,415 | $16,295 | 0.01% |