Milestones Administradora De Recursos Ltda.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$383.1M
Q ending 2026-03-31
Prior quarter
$302.8M
Q ending 2025-12-31
Change
+26.5% QoQ · +95.6% YoY
Positions
17
reported holdings
Largest positions
All 17 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Microsoft Corp | MSFT | Shares | $66.4M | 179K |
| Linde Plc | Shares | $49.9M | 101K | |
| Ge Aerospace | GE | Shares | $46.6M | 164K |
| Nu Hldgs Ltd | Shares | $40.3M | 2.8M | |
| Taiwan Semiconductor Manufac | TSM | Shares | $39.3M | 116K |
| Amazon Com Inc | AMZN | Shares | $34.9M | 167K |
| Alphabet Inc | GOOGL | Shares | $33.8M | 118K |
| Visa Inc | V | Shares | $20.4M | 68K |
| Danaher Corp Del | DHR | Shares | $13.3M | 70K |
| Mercadolibre Inc | MELI | Shares | $12.4M | 7K |
| Advanced Micro Devices Inc | AMD | Shares | $10.4M | 51K |
| Moodys Corp | MCO | Shares | $7.0M | 16K |
| S&P Global Inc | SPGI | Shares | $2.7M | 6K |
| Servicenow Inc | NOW | Shares | $2.4M | 23K |
| Waldencast Plc | Shares | $2.3M | 2.4M | |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $997K | 2K |
| Waldencast Plc | Shares | $16K | 440K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.