Milestones Administradora De Recursos Ltda. Top Holdings and 13F Report (2025) About Milestones Administradora De Recursos Ltda.Investment ActivityMilestones Administradora De Recursos Ltda. has $292.35 million in total holdings as of June 30, 2025.Milestones Administradora De Recursos Ltda. owns shares of 19 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 28.02% of the portfolio was purchased this quarter.About 6.80% 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 3 stocks and completely divested from 3 stocks this quarter.Largest Holdings Amazon.com $56,306,444Microsoft $49,229,663GE Aerospace $37,765,548Taiwan Semiconductor Manufacturing $35,219,195Alphabet $25,777,515 Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 105,360 shares (about $23.86M)GE Aerospace 84,865 shares (about $21.84M)MercadoLibre 3,890 shares (about $10.17M)Alphabet 45,297 shares (about $7.98M)Danaher 34,020 shares (about $6.72M) Largest Sales this Quarter Visa 7,905 shares (about $2.81M)Amazon.com 7,065 shares (about $1.55M)Microsoft 1,950 shares (about $969.95K) 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$56,306,444$1,549,990 ▼-2.7%256,65019.3%Retail/WholesaleMSFTMicrosoft$49,229,663$969,950 ▼-1.9%98,97216.8%Computer and TechnologyGEGE Aerospace$37,765,548$21,843,402 ▲137.2%146,72512.9%AerospaceTSMTaiwan Semiconductor Manufacturing$35,219,195$23,862,986 ▲210.1%155,50012.0%Computer and TechnologyGOOGLAlphabet$25,777,515$7,982,690 ▲44.9%146,2728.8%Computer and TechnologyNUNU$20,360,480$1,372,000 ▲7.2%1,484,0007.0%FinanceMELIMercadoLibre$18,690,068$10,167,021 ▲119.3%7,1516.4%Retail/WholesaleMCOMoody's$9,557,797$6,520,670 ▲214.7%19,0553.3%FinanceDHRDanaher$8,567,310$6,720,311 ▲363.9%43,3702.9%MedicalLINDE PLC$6,967,323$3,439,089 ▲97.5%14,8502.4%SHSWALDWaldencast$5,390,0000.0%2,200,0001.8%Consumer StaplesCVXChevron$4,344,3850.0%30,3401.5%EnergySPGIS&P Global$3,350,9280.0%6,3551.1%FinanceAMDAdvanced Micro Devices$3,099,0960.0%21,8401.1%Computer and TechnologyVVisa$2,806,670$2,806,670 ▼-50.0%7,9051.0%Business ServicesCOPConocoPhillips$2,734,3780.0%30,4700.9%EnergyMAMastercard$1,143,5480.0%2,0350.4%Business ServicesBRK.BBerkshire Hathaway$1,010,4020.0%2,0800.3%FinanceWALDWWaldencast$33,2710.0%342,9990.0%Computer and TechnologyOXYOccidental Petroleum$0$9,566,955 ▼-100.0%00.0%EnergyTMOThermo Fisher Scientific$0$3,714,584 ▼-100.0%00.0%MedicalICEIntercontinental Exchange$0$1,285,125 ▼-100.0%00.0%FinanceShowing 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.
