Milestones Administradora de Recursos Ltda. 13F Holdings

CIK 0001912095 · JARAGUA DO SUL, D5

As of Sep 30, 2025, Milestones Administradora de Recursos Ltda. reported 18 positions worth $285.7M in its SEC Form 13F filing.

Top 18 holdings

SecurityTickerSectorSharesValue% of portfolio
AMAZON.COM INCAMZNEquity217,523$47.8M16.72%
MICROSOFT CORPMSFTTechnology89,075$46.1M16.15%
GE AEROSPACEGEIndustrials146,725$44.1M15.45%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology138,036$38.6M13.50%
NU HOLDINGS LTDNUFinancial Services1,867,614$29.9M10.47%
ALPHABET INCGOOGLEquity90,218$21.9M7.68%
MERCADOLIBRE INCMELIConsumer Cyclical7,151 6.7M5.85%
DANAHER CORPDHRHealthcare43,370$8.6M3.01%
LINDE PLCLINBasic Materials14,850$7.1M2.47%
ADVANCED MICRO DEVICES INCAMDEquity39,500$6.4M2.24%
WALDENCAST PLCWALDTechnology2,425,677$4.8M1.68%
S&P GLOBAL INCSPGIFinancial Services6,355$3.1M1.08%
MOODYS CORPMCOFinancial Services6,353$3.0M1.06%
VISA INC-CLASS A SHARESVFinancial Services7,905$2.7M0.94%
CHEVRON CORPCHVEnergy15,170$2.4M0.82%
CONOCOPHILLIPSCOPEnergy15,235 .4M0.50%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services2,080 .0M0.37%
WALDENCAST PLC——440,415 6.3K0.01%