Milestones Administradora de Recursos as of June 30, 2025
Portfolio Holdings for Milestones Administradora de Recursos
Milestones Administradora de Recursos holds 19 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 19.3 | $56M | 257k | 219.39 | |
| Microsoft Corporation (MSFT) | 16.8 | $49M | 99k | 497.41 | |
| Ge Aerospace Com New (GE) | 12.9 | $38M | 147k | 257.39 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 12.0 | $35M | 156k | 226.49 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.8 | $26M | 146k | 176.23 | |
| Nu Hldgs Ord Shs Cl A (NU) | 7.0 | $20M | 1.5M | 13.72 | |
| MercadoLibre (MELI) | 6.4 | $19M | 7.2k | 2613.63 | |
| Moody's Corporation (MCO) | 3.3 | $9.6M | 19k | 501.59 | |
| Danaher Corporation (DHR) | 2.9 | $8.6M | 43k | 197.54 | |
| Linde SHS (LIN) | 2.4 | $7.0M | 15k | 469.18 | |
| Waldencast Class A Ord Shs (WALD) | 1.8 | $5.4M | 2.2M | 2.45 | |
| Chevron Corporation (CVX) | 1.5 | $4.3M | 30k | 143.19 | |
| S&p Global (SPGI) | 1.1 | $3.4M | 6.4k | 527.29 | |
| Advanced Micro Devices (AMD) | 1.1 | $3.1M | 22k | 141.90 | |
| Visa Com Cl A (V) | 1.0 | $2.8M | 7.9k | 355.05 | |
| ConocoPhillips (COP) | 0.9 | $2.7M | 31k | 89.74 | |
| Mastercard Incorporated Class A (MA) | 0.4 | $1.1M | 2.0k | 561.94 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.0M | 2.1k | 485.77 | |
| Waldencast *w Exp 07/27/202 (WALDW) | 0.0 | $33k | 343k | 0.10 |
