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Milestones Administradora de Recursos Ltda.

Portfolio Manager
Milestones Administradora de Recursos Ltda.
Performance
+4.25% (2025 Q4)
AUM (13F)
$383.15M
# of Holdings
17
Performance Rank
Allocation (Top 20)
99.99%

Milestones Administradora de Recursos Ltda. Holdings Map

Top 17 Milestones Administradora de Recursos Ltda. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
MICROSOFT CORP
17.33%179.4K$66.4M
+104.63%(+91.73K)
2025-Q1: 100.9K shares2025-Q2: 99.0K shares2025-Q3: 89.1K shares2025-Q4: 87.7K shares2026-Q1: 179.4K shares
$363.89(+12.51%)
2026-03-31
LIN
LINDE PLC
13.02%100.6K$49.9M
+134.74%(+57.76K)
2025-Q1: 7.5K shares2025-Q2: 14.8K shares2025-Q3: 14.8K shares2025-Q4: 42.9K shares2026-Q1: 100.6K shares
$455.15(+12.41%)
2026-03-31
GE
GE AEROSPACE
12.17%164.3K$46.6M
+37.37%(+44.71K)
2025-Q1: 61.9K shares2025-Q2: 146.7K shares2025-Q3: 146.7K shares2025-Q4: 119.6K shares2026-Q1: 164.3K shares
$229.13(+27.24%)
2026-03-31
NU
NU HLDGS LTD
10.51%2.80M$40.3M
+50.21%(+937.05K)
2025-Q1: 1.38M shares2025-Q2: 1.48M shares2025-Q3: 1.87M shares2025-Q4: 1.87M shares2026-Q1: 2.80M shares
$12.69(+1.85%)
2026-03-31
TSM
TAIWAN SEMICONDUCTOR MANUFAC
10.25%116.2K$39.3M
-15.82%(-21.84K)
2025-Q1: 50.1K shares2025-Q2: 155.5K shares2025-Q3: 138.0K shares2025-Q4: 138.0K shares2026-Q1: 116.2K shares
$185.87(+124.73%)
2026-03-31
AMZN
AMAZON COM INC
9.1%167.5K$34.9M
-18.11%(-37.02K)
2025-Q1: 263.7K shares2025-Q2: 256.6K shares2025-Q3: 217.5K shares2025-Q4: 204.5K shares2026-Q1: 167.5K shares
$156.53(+70.72%)
2026-03-31
GOOGL
ALPHABET INC
8.83%117.7K$33.8M
+49.68%(+39.05K)
2025-Q1: 101.0K shares2025-Q2: 146.3K shares2025-Q3: 90.2K shares2025-Q4: 78.6K shares2026-Q1: 117.7K shares
$199.89(+100.64%)
2026-03-31
V
VISA INC
5.33%67.6K$20.4M
+124.81%(+37.55K)
2025-Q1: 15.8K shares2025-Q2: 7.9K shares2025-Q3: 7.9K shares2025-Q4: 30.1K shares2026-Q1: 67.6K shares
$322.56(-0.01%)
2026-03-31
DHR
DANAHER CORP DEL
3.48%70.3K$13.3M
+62.17%(+26.96K)
2025-Q1: 9.3K shares2025-Q2: 43.4K shares2025-Q3: 43.4K shares2025-Q4: 43.4K shares2026-Q1: 70.3K shares
$208.40(-21.05%)
2026-03-31
MELI
MERCADOLIBRE INC
3.23%7.2K$12.4M
+0.00%(+0)
2025-Q1: 3.3K shares2025-Q2: 7.2K shares2025-Q3: 7.2K shares2025-Q4: 7.2K shares2026-Q1: 7.2K shares
$2072.77(-22.45%)
2026-03-31

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