Q2 2026 · 13F-HR
Milestones Administradora de Recursos Ltda.holdings as filed
Filed 2026-07-24 · accession 0001912095-26-000004
$517.7M
Reported value
21
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $67.0M | 12.9% | 281,149 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $66.2M | 12.8% | 177,513 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $63.1M | 12.2% | 168,857 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $55.7M | 10.8% | 116,534 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $44.8M | 8.65% | 86,282 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $42.1M | 8.14% | 3,154,114 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $42.1M | 8.12% | 117,684 | Common | SOLE |
| 92826C839 | V | VISA INC | $38.7M | 7.47% | 112,769 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP DEL | $26.2M | 5.07% | 137,789 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $19.8M | 3.82% | 34,059 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $14.0M | 2.70% | 30,824 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $13.7M | 2.64% | 8,056 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $6.4M | 1.25% | 15,835 | Common | SOLE |
| G9503X103 | WALD | WALDENCAST PLC | $4.3M | 0.82% | 2,425,677 | Common | SOLE |
| 872657101 | TPG | TPG INC | $3.1M | 0.59% | 75,600 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.4M | 0.47% | 4,833 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $2.1M | 0.41% | 10,599 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $2.1M | 0.41% | 15,380 | Common | SOLE |
| 20825C104 | COP | CONOCOPHILLIPS | $2.0M | 0.38% | 18,760 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORPORATION | $1.9M | 0.38% | 11,731 | Common | SOLE |
| G9503X111 | WALDW | WALDENCAST PLC | $20,655 | 0.00% | 440,415 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.