Milestones Administradora de Recursos Ltda.
17 holdingsFiling period: 2026-03-31Current AUM: $459.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 179.4K | $66.4M | $83.4M | 18.14% | +91.7K | 2026-03-31 |
| 2 | — | LINDE PLC | 100.6K | $49.9M | $49.9M | 10.86% | +57.8K | 2026-03-31 |
| 3 | GE | GE AEROSPACE | 164.3K | $46.6M | $59.2M | 12.88% | +44.7K | 2026-03-31 |
| 4 | — | NU HLDGS LTD | 2.80M | $40.3M | $40.3M | 8.77% | +937.0K | 2026-03-31 |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 116.2K | $39.3M | $47.0M | 10.22% | -21,836 | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 167.5K | $34.9M | $45.5M | 9.90% | -37,025 | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 117.7K | $33.8M | $41.9M | 9.12% | +39.1K | 2026-03-31 |
| 8 | V | VISA INC | 67.6K | $20.4M | $24.8M | 5.39% | +37.5K | 2026-03-31 |
| 9 | DHR | DANAHER CORP DEL | 70.3K | $13.3M | $13.7M | 2.98% | +27.0K | 2026-03-31 |
| 10 | MELI | MERCADOLIBRE INC | 7.2K | $12.4M | $13.4M | 2.92% | -- | 2026-03-31 |
| 11 | AMD | ADVANCED MICRO DEVICES INC | 51.3K | $10.4M | $24.4M | 5.31% | +6.9K | 2026-03-31 |
| 12 | MCO | MOODYS CORP | 16.0K | $7.0M | $7.6M | 1.66% | +9.6K | 2026-03-31 |
| 13 | SPGI | S&P GLOBAL INC | 6.4K | $2.7M | $2.6M | 0.57% | -- | 2026-03-31 |
| 14 | NOW | SERVICENOW INC | 23.0K | $2.4M | $2.6M | 0.56% | -- | 2026-03-31 |
| 15 | — | WALDENCAST PLC | 2.43M | $2.3M | $2.3M | 0.50% | -- | 2026-03-31 |
| 16 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.1K | $996K | $996K | 0.22% | -- | 2026-03-31 |
| 17 | — | WALDENCAST PLC | 440.4K | $15K | $15K | 0.00% | -- | 2026-03-31 |
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