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

CIK 1912095 · latest 13F-HR filed 2026-05-12

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.

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AUM

$383.1M

Long-equity book

Holdings

17

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+1 / −2 / ↑9 / ↓6

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • LINDE PLC$31.6M +172.9%
  • MICROSOFT CORP$24.0M +56.6%
  • VISA INC$9.9M +93.7%
  • GE AEROSPACE$9.8M +26.6%
  • ALPHABET INC$9.2M +37.5%
Show all 9

Top Trims

  • AMAZON COM INC-$12.3M -26.1%
  • TAIWAN SEMICONDUCTOR MANUFAC-$2.7M -6.4%
  • WALDENCAST PLC-$2.3M -49.5%
  • MERCADOLIBRE INC-$2.0M -14.2%
  • S&P GLOBAL INC-$618.0K -18.6%
Show all 6

New Positions

  • SERVICENOW INC$2.4M
Show all 1

Exited Positions

  • CHEVRON CORP NEW$2.3M
  • CONOCOPHILLIPS$1.4M
Show all 2
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 MICROSOFT CORP MSFT 594918104 $66.4M 17.33% 179,407 SH
2 LINDE PLC LIN G54950103 $49.9M 13.02% 100,633 SH
3 GE AEROSPACE GE 369604301 $46.6M 12.17% 164,334 SH
4 NU HLDGS LTD NU G6683N103 $40.3M 10.51% 2,803,164 SH
5 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $39.3M 10.25% 116,200 SH
6 AMAZON COM INC AMZN 023135106 $34.9M 9.10% 167,455 SH
7 ALPHABET INC GOOGL 02079K305 $33.8M 8.83% 117,659 SH
8 VISA INC V 92826C839 $20.4M 5.33% 67,626 SH
9 DANAHER CORP DEL DHR 235851102 $13.3M 3.48% 70,333 SH
10 MERCADOLIBRE INC MELI 58733R102 $12.4M 3.23% 7,151 SH
11 ADVANCED MICRO DEVICES INC AMD 007903107 $10.4M 2.72% 51,258 SH
12 MOODYS CORP MCO 615369105 $7.0M 1.82% 15,954 SH
13 S&P GLOBAL INC SPGI 78409V104 $2.7M 0.71% 6,355 SH
14 SERVICENOW INC NOW 81762P102 $2.4M 0.63% 23,040 SH
15 WALDENCAST PLC WALD G9503X103 $2.3M 0.60% 2,425,677 SH
16 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $996.7K 0.26% 2,080 SH
17 WALDENCAST PLC WALDW G9503X111 $15.9K 0.00% 440,415 SH
Filing History
Period Filed AUM Holdings Accession
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