Milestones Administradora De Recursos Ltda. Top Holdings and 13F Report (2025) About Milestones Administradora De Recursos Ltda.Investment ActivityMilestones Administradora De Recursos Ltda. has $195.87 million in total holdings as of March 31, 2025.Milestones Administradora De Recursos Ltda. owns shares of 22 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 8.17% of the portfolio was purchased this quarter.About 1.30% of the portfolio was sold this quarter.This quarter, Milestones Administradora De Recursos Ltda. has purchased 22 new stocks and bought additional shares in 8 stocks.Milestones Administradora De Recursos Ltda. sold shares of 1 stock and completely divested from 1 stock this quarter.Largest Holdings Amazon.com $50,174,416Microsoft $37,885,110Alphabet $15,614,774NU $14,172,160GE Aerospace $12,381,279 Largest New Holdings this Quarter 20825C104 - ConocoPhillips $3,199,960 Holding Largest Purchases this Quarter Amazon.com 25,280 shares (about $4.81M)ConocoPhillips 30,470 shares (about $3.20M)Moody's 3,375 shares (about $1.57M)Advanced Micro Devices 13,440 shares (about $1.38M)Danaher 5,850 shares (about $1.20M) Largest Sales this Quarter MercadoLibre 453 shares (about $883.74K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMilestones Administradora De Recursos Ltda. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$50,174,416$4,809,773 ▲10.6%263,71525.6%Retail/WholesaleMSFTMicrosoft$37,885,110$1,174,971 ▲3.2%100,92219.3%Computer and TechnologyGOOGLAlphabet$15,614,7740.0%100,9758.0%Computer and TechnologyNUNU$14,172,1600.0%1,384,0007.2%FinanceGEGE Aerospace$12,381,2790.0%61,8606.3%IndustrialsOXYOccidental Petroleum$9,566,9550.0%193,8204.9%EnergyTSMTaiwan Semiconductor Manufacturing$8,323,240$1,012,600 ▲13.9%50,1404.2%Computer and TechnologyWALDWaldencast$6,600,0000.0%2,200,0003.4%Consumer StaplesMELIMercadoLibre$6,361,787$883,744 ▼-12.2%3,2613.2%Retail/WholesaleVVisa$5,540,7730.0%15,8102.8%Business ServicesCVXChevron$5,075,5790.0%30,3402.6%EnergyTMOThermo Fisher Scientific$3,714,5840.0%7,4651.9%MedicalLINDE PLC$3,501,613$521,517 ▲17.5%7,5201.8%SHSSPGIS&P Global$3,228,976$1,122,901 ▲53.3%6,3551.6%Business ServicesCOPConocoPhillips$3,199,960$3,199,960 ▲New Holding30,4701.6%EnergyMCOMoody's$2,819,753$1,571,704 ▲125.9%6,0551.4%FinanceAMDAdvanced Micro Devices$2,243,842$1,380,826 ▲160.0%21,8401.1%Computer and TechnologyDHRDanaher$1,916,750$1,199,250 ▲167.1%9,3501.0%MedicalICEIntercontinental Exchange$1,285,1250.0%7,4500.7%FinanceMAMastercard$1,115,4240.0%2,0350.6%Business ServicesBRK.BBerkshire Hathaway$1,107,7660.0%2,0800.6%FinanceWALDWWaldencast$44,9330.0%342,9990.0%Computer and TechnologyDELLDell Technologies$0$1,659,456 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
