Milestones Administradora de Recursos as of Dec. 31, 2025
Portfolio Holdings for Milestones Administradora de Recursos
Milestones Administradora de Recursos holds 18 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 15.6 | $47M | 205k | 230.82 | |
| Microsoft Corporation (MSFT) | 14.0 | $42M | 88k | 483.62 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 13.9 | $42M | 138k | 303.89 | |
| Ge Aerospace Com New (GE) | 12.2 | $37M | 120k | 308.03 | |
| Nu Hldgs Ord Shs Cl A (NU) | 10.3 | $31M | 1.9M | 16.74 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.1 | $25M | 79k | 313.00 | |
| Linde SHS (LIN) | 6.0 | $18M | 43k | 426.39 | |
| MercadoLibre (MELI) | 4.8 | $14M | 7.2k | 2014.26 | |
| Visa Com Cl A (V) | 3.5 | $11M | 30k | 350.71 | |
| Danaher Corporation (DHR) | 3.3 | $9.9M | 43k | 228.92 | |
| Advanced Micro Devices (AMD) | 3.1 | $9.5M | 44k | 214.16 | |
| Waldencast Class A Ord Shs (WALD) | 1.5 | $4.6M | 2.4M | 1.88 | |
| S&p Global (SPGI) | 1.1 | $3.3M | 6.4k | 522.59 | |
| Moody's Corporation (MCO) | 1.1 | $3.2M | 6.4k | 510.85 | |
| Chevron Corporation (CVX) | 0.8 | $2.3M | 15k | 152.41 | |
| ConocoPhillips (COP) | 0.5 | $1.4M | 15k | 93.61 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.0M | 2.1k | 502.65 | |
| Waldencast *w Exp 07/27/202 (WALDW) | 0.0 | $18k | 440k | 0.04 |