Milestones Administradora de Recursos as of Sept. 30, 2025
Portfolio Holdings for Milestones Administradora de Recursos
Milestones Administradora de Recursos holds 18 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 16.7 | $48M | 218k | 219.57 | |
| Microsoft Corporation (MSFT) | 16.2 | $46M | 89k | 517.95 | |
| Ge Aerospace Com New (GE) | 15.5 | $44M | 147k | 300.82 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 13.5 | $39M | 138k | 279.29 | |
| Nu Hldgs Ord Shs Cl A (NU) | 10.5 | $30M | 1.9M | 16.01 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.7 | $22M | 90k | 243.10 | |
| MercadoLibre (MELI) | 5.9 | $17M | 7.2k | 2336.94 | |
| Danaher Corporation (DHR) | 3.0 | $8.6M | 43k | 198.26 | |
| Linde SHS (LIN) | 2.5 | $7.1M | 15k | 475.00 | |
| Advanced Micro Devices (AMD) | 2.2 | $6.4M | 40k | 161.79 | |
| Waldencast Class A Ord Shs (WALD) | 1.7 | $4.8M | 2.4M | 1.98 | |
| S&p Global (SPGI) | 1.1 | $3.1M | 6.4k | 486.71 | |
| Moody's Corporation (MCO) | 1.1 | $3.0M | 6.4k | 476.48 | |
| Visa Com Cl A (V) | 0.9 | $2.7M | 7.9k | 341.38 | |
| Chevron Corporation (CVX) | 0.8 | $2.4M | 15k | 155.29 | |
| ConocoPhillips (COP) | 0.5 | $1.4M | 15k | 94.59 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.0M | 2.1k | 502.74 | |
| Waldencast *w Exp 07/27/202 (WALDW) | 0.0 | $16k | 440k | 0.04 |
