13F HOLDINGS REPORT
Milestones Administradora de Recursos Ltda.
Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0001912095-26-000001
Total Value
$302.8M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 204,480 | $47.2M | 15.59% |
| 2 | MICROSOFT CORP | MSFT | 87,675 | $42.4M | 14.00% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 138,036 | $41.9M | 13.85% |
| 4 | GE AEROSPACE | 369604301 | 119,625 | $36.8M | 12.17% |
| 5 | NU HLDGS LTD | NU | 1,866,114 | $31.2M | 10.32% |
| 6 | ALPHABET INC | GOOG | 78,606 | $24.6M | 8.12% |
| 7 | LINDE PLC | LIN | 42,870 | $18.3M | 6.04% |
| 8 | MERCADOLIBRE INC | MELI | 7,151 | $14.4M | 4.76% |
| 9 | VISA INC | V | 30,081 | $10.5M | 3.48% |
| 10 | DANAHER CORPORATION | 235851102 | 43,370 | $9.9M | 3.28% |
| 11 | ADVANCED MICRO DEVICES INC | AMD | 44,350 | $9.5M | 3.14% |
| 12 | WALDENCAST PLC | WALDW | 2,425,677 | $4.6M | 1.51% |
| 13 | S&P GLOBAL INC | SPGI | 6,355 | $3.3M | 1.10% |
| 14 | MOODYS CORP | MCO | 6,353 | $3.2M | 1.07% |
| 15 | CHEVRON CORP NEW | CVX | 15,170 | $2.3M | 0.76% |
| 16 | CONOCOPHILLIPS | COP | 15,235 | $1.4M | 0.47% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,080 | $1.0M | 0.35% |
| 18 | WALDENCAST PLC | WALDW | 440,415 | $17,617 | 0.01% |