Milestones Administradora de Recursos Ltda.
22 holdingsFiling period: 2026-06-30Current AUM: $541.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | 281.1K | $67.0M | $70.0M | 12.93% | +113.7K | 2026-06-30 |
| 2 | MSFT | Microsoft Corp | 177.5K | $66.2M | $94.5M | 17.45% | -1,894 | 2026-06-30 |
| 3 | GE | GE Aerospace | 168.9K | $63.1M | $48.7M | 8.99% | +4.5K | 2026-06-30 |
| 4 | TSM | Taiwan Semiconductor Manufac | 116.5K | $55.7M | $49.5M | 9.13% | +334 | 2026-06-30 |
| 5 | — | Linde PLC | 86.3K | $44.8M | $44.8M | 8.26% | -14,351 | 2026-06-30 |
| 6 | — | NU Hldgs Ltd | 3.15M | $42.1M | $42.1M | 7.78% | +350.9K | 2026-06-30 |
| 7 | GOOGL | Alphabet Inc | 117.7K | $42.1M | $37.3M | 6.88% | +25 | 2026-06-30 |
| 8 | V | Visa Inc | 112.8K | $38.7M | $45.6M | 8.41% | +45.1K | 2026-06-30 |
| 9 | DHR | Danaher Corp Del | 137.8K | $26.2M | $32.1M | 5.92% | +67.5K | 2026-06-30 |
| 10 | AMD | Advanced Micro Devices Inc | 34.1K | $19.8M | $18.1M | 3.34% | -17,199 | 2026-06-30 |
| 11 | MCO | Moodys Corp | 30.8K | $14.0M | $14.9M | 2.76% | +14.9K | 2026-06-30 |
| 12 | MELI | Mercadolibre Inc | 8.1K | $13.7M | $13.4M | 2.48% | +905 | 2026-06-30 |
| 13 | SPGI | S&P Global Inc | 15.8K | $6.4M | $7.1M | 1.32% | +9.5K | 2026-06-30 |
| 14 | — | Waldencast PLC | 2.43M | $4.3M | $4.3M | 0.79% | -- | 2026-06-30 |
| 15 | TPG | Tpg Inc | 75.6K | $3.1M | $3.4M | 0.63% | -- | 2026-06-30 |
| 16 | BRK-B | Berkshire Hathaway Inc Del | 4.8K | $2.4M | $2.4M | 0.45% | +2.8K | 2026-06-30 |
| 17 | NVDA | NVIDIA Corporation | 10.6K | $2.1M | $2.3M | 0.42% | -- | 2026-06-30 |
| 18 | XOM | Exxon Mobil Corp | 15.4K | $2.1M | $2.8M | 0.52% | -- | 2026-06-30 |
| 19 | XOM | Exxon Mobil Corp | 15.4K | $2.1M | $2.8M | 0.52% | -- | 2026-06-30 |
| 20 | COP | Conocophillips | 18.8K | $1.9M | $2.8M | 0.52% | -- | 2026-06-30 |
| 21 | CVX | Chevron Corporation | 11.7K | $1.9M | $2.7M | 0.50% | -- | 2026-06-30 |
| 22 | — | Waldencast PLC | 440.4K | $20K | $20K | 0.00% | -- | 2026-06-30 |
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