Milestones Administradora de Recursos as of June 30, 2026
Portfolio Holdings for Milestones Administradora de Recursos
Milestones Administradora de Recursos holds 21 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 12.9 | $67M | 281k | 238.34 | |
| Microsoft Corporation (MSFT) | 12.8 | $66M | 178k | 373.02 | |
| Ge Aerospace Com New (GE) | 12.2 | $63M | 169k | 373.73 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 10.8 | $56M | 117k | 477.57 | |
| Linde SHS (LIN) | 8.6 | $45M | 86k | 518.94 | |
| Nu Hldgs Ord Shs Cl A (NU) | 8.1 | $42M | 3.2M | 13.36 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.1 | $42M | 118k | 357.37 | |
| Visa Com Cl A (V) | 7.5 | $39M | 113k | 343.09 | |
| Danaher Corporation (DHR) | 5.1 | $26M | 138k | 190.48 | |
| Advanced Micro Devices (AMD) | 3.8 | $20M | 34k | 580.91 | |
| Moody's Corporation (MCO) | 2.7 | $14M | 31k | 452.92 | |
| MercadoLibre (MELI) | 2.6 | $14M | 8.1k | 1697.39 | |
| S&p Global (SPGI) | 1.2 | $6.4M | 16k | 407.26 | |
| Waldencast Class A Ord Shs (WALD) | 0.8 | $4.3M | 2.4M | 1.76 | |
| TPG Com Cl A (TPG) | 0.6 | $3.1M | 76k | 40.55 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.4M | 4.8k | 500.39 | |
| NVIDIA Corporation (NVDA) | 0.4 | $2.1M | 11k | 200.09 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $2.1M | 15k | 136.72 | |
| ConocoPhillips (COP) | 0.4 | $2.0M | 19k | 103.96 | |
| Chevron Corporation (CVX) | 0.4 | $1.9M | 12k | 165.76 | |
| Waldencast *w Exp 07/27/202 (WALDW) | 0.0 | $21k | 440k | 0.05 |
