Milestones Administradora de Recursos Ltda. — 13F Holdings & Portfolio

CIK 1912095 · latest 13F-HR filed 2026-07-24

Milestones Administradora de Recursos Ltda. manages $517.7M in 13F-reported U.S. long-equity assets across 21 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AMZN (12.94%), MSFT (12.79%), GE (12.19%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 1, added to 13, and trimmed 1.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
AVENIDA PREFEITO WALDEMAR GRUBBA 2633
FUNDOS, SALA C
JARAGUA DO SUL 89256900
Phone
554732767545
Filing Manager
Milestones Administradora de Recursos Ltda.
JARAGUA DO SUL, D5
Signatory
Edward Henrique de Sa
Managing Officer
Loading holdings…
AUM

$517.7M

Long-equity book

Holdings

21

Distinct positions

Period

2026-06-30

Filed 2026-07-24

Q/Q Activity

+5 / −1 / ↑13 / ↓1

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • AMAZON COM INC$32.1M +92.1%
  • VISA INC$18.3M +89.3%
  • GE AEROSPACE$16.5M +35.3%
  • TAIWAN SEMICONDUCTOR MANUFAC$16.4M +41.7%
  • DANAHER CORP DEL$12.9M +96.8%
Show all 13

Top Trims

  • LINDE PLC-$5.1M -10.3%
Show all 1

New Positions

  • TPG INC$3.1M
  • NVIDIA CORPORATION$2.1M
  • EXXON MOBIL CORP$2.1M
  • CONOCOPHILLIPS$2.0M
  • CHEVRON CORPORATION$1.9M
Show all 5

Exited Positions

  • SERVICENOW INC$2.4M
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 AMAZON COM INC AMZN 023135106 $67.0M 12.94% 281,149 SH
2 MICROSOFT CORP MSFT 594918104 $66.2M 12.79% 177,513 SH
3 GE AEROSPACE GE 369604301 $63.1M 12.19% 168,857 SH
4 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $55.7M 10.75% 116,534 SH
5 LINDE PLC LIN G54950103 $44.8M 8.65% 86,282 SH
6 NU HLDGS LTD NU G6683N103 $42.1M 8.14% 3,154,114 SH
7 ALPHABET INC GOOGL 02079K305 $42.1M 8.12% 117,684 SH
8 VISA INC V 92826C839 $38.7M 7.47% 112,769 SH
9 DANAHER CORP DEL DHR 235851102 $26.2M 5.07% 137,789 SH
10 ADVANCED MICRO DEVICES INC AMD 007903107 $19.8M 3.82% 34,059 SH
11 MOODYS CORP MCO 615369105 $14.0M 2.70% 30,824 SH
12 MERCADOLIBRE INC MELI 58733R102 $13.7M 2.64% 8,056 SH
13 S&P GLOBAL INC SPGI 78409V104 $6.4M 1.25% 15,835 SH
14 WALDENCAST PLC WALD G9503X103 $4.3M 0.82% 2,425,677 SH
15 TPG INC TPG 872657101 $3.1M 0.59% 75,600 SH
16 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.4M 0.47% 4,833 SH
17 NVIDIA CORPORATION NVDA 67066G104 $2.1M 0.41% 10,599 SH
18 EXXON MOBIL CORP XOM 30231G102 $2.1M 0.41% 15,380 SH
19 CONOCOPHILLIPS COP 20825C104 $2.0M 0.38% 18,760 SH
20 CHEVRON CORPORATION CVX 166764100 $1.9M 0.38% 11,731 SH
21 WALDENCAST PLC WALDW G9503X111 $20.7K 0.00% 440,415 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-24 $517.7M 21 0001912095-26-000004
2026-03-31 2026-05-12 $383.1M 17 0001912095-26-000003
2025-12-31 2026-02-10 $302.8M 18 0001912095-26-000001
2025-09-30 2025-10-31 $285.7M 18 0001912095-25-000009