Institutional Fund
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, BrazilCIK 19120955 filings on record
Portfolio Value
$383.15M
Q1 2026
Holdings
17
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+26.5%
from $302.83M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp17.3%
- Linde PLC13.0%
- Ge Aerospace12.2%
- Nu Hldgs Ltd10.5%
- Taiwan Semiconductor Mfg Ltd10.2%
- Amazon Com Inc9.1%
- Other27.6%
Portfolio Holdings
17 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 179.4K | $66.41M | 17.3% | +91.7K | Added |
| 2 | Linde PLC | 100.6K | $49.89M | 13.0% | +57.8K | Added |
| 3 | Ge Aerospace | 164.3K | $46.63M | 12.2% | +44.7K | Added |
| 4 | Nu Hldgs Ltd | 2.80M | $40.28M | 10.5% | +937.0K | Added |
| 5 | Taiwan Semiconductor Mfg Ltd | 116.2K | $39.27M | 10.2% | −21.8K | Reduced |
| 6 | Amazon Com Inc | 167.5K | $34.88M | 9.1% | −37.0K | Reduced |
| 7 | Alphabet Inc | 117.7K | $33.83M | 8.8% | +39.1K | Added |
| 8 | Visa Inc | 67.6K | $20.44M | 5.3% | +37.5K | Added |
| 9 | Danaher Corporation | 70.3K | $13.34M | 3.5% | +27.0K | Added |
| 10 | Mercadolibre Inc | 7.2K | $12.36M | 3.2% | 0 | Held |
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