Milestones Administradora De Recursos Ltda. Top Holdings and 13F Report (2026) About Milestones Administradora De Recursos Ltda.Investment ActivityMilestones Administradora De Recursos Ltda. has $517.65 million in total holdings as of June 30, 2026.Milestones Administradora De Recursos Ltda. owns shares of 21 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 16.74% of the portfolio was purchased this quarter.About 3.97% of the portfolio was sold this quarter.This quarter, Milestones Administradora De Recursos Ltda. has purchased 17 new stocks and bought additional shares in 11 stocks.Milestones Administradora De Recursos Ltda. sold shares of 3 stocks and completely divested from 1 stock this quarter.Largest Holdings Amazon.com $67,009,053Microsoft $66,215,899GE Aerospace $63,106,927Taiwan Semiconductor Manufacturing $55,653,142LINDE PLC $44,775,181 Largest New Holdings this Quarter 872657101 - TPG $3,065,580 Holding67066G104 - NVIDIA $2,120,754 Holding30231G102 - ExxonMobil $2,102,754 Holding20825C104 - ConocoPhillips $1,950,290 Holding166764100 - Chevron $1,944,531 Holding Largest Purchases this Quarter Amazon.com 113,694 shares (about $27.10M)Visa 45,143 shares (about $15.49M)Danaher 67,456 shares (about $12.85M)Moody's 14,870 shares (about $6.73M)NU 350,950 shares (about $4.69M) Largest Sales this Quarter Advanced Micro Devices 17,199 shares (about $9.99M)LINDE PLC 14,351 shares (about $7.45M)Microsoft 1,894 shares (about $706.50K) 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$67,009,053$27,097,828 â–²67.9%281,14912.9%Retail/WholesaleMSFTMicrosoft$66,215,899$706,500 â–¼-1.1%177,51312.8%Computer and TechnologyGEGE Aerospace$63,106,927$1,690,381 â–²2.8%168,85712.2%AerospaceTSMTaiwan Semiconductor Manufacturing$55,653,142$159,508 â–²0.3%116,53410.8%Computer and TechnologyLINDE PLC$44,775,181$7,447,308 â–¼-14.3%86,2828.6%SHSNUNU$42,138,963$4,688,692 â–²12.5%3,154,1148.1%FinanceGOOGLAlphabet$42,056,731$8,934 â–²0.0%117,6848.1%Computer and TechnologyVVisa$38,689,916$15,488,112 â–²66.8%112,7697.5%Business ServicesDHRDanaher$26,246,049$12,849,019 â–²95.9%137,7895.1%MedicalAMDAdvanced Micro Devices$19,785,214$9,991,071 â–¼-33.6%34,0593.8%Computer and TechnologyMCOMoody's$13,960,806$6,734,920 â–²93.2%30,8242.7%FinanceMELIMercadoLibre$13,674,174$1,536,138 â–²12.7%8,0562.6%Retail/WholesaleSPGIS&P Global$6,448,962$3,860,825 â–²149.2%15,8351.2%FinanceWALDWaldencast$4,269,1920.0%2,425,6770.8%Consumer StaplesTPGTPG$3,065,580$3,065,580 â–²New Holding75,6000.6%FinanceBRK.BBerkshire Hathaway$2,418,385$1,377,574 â–²132.4%4,8330.5%FinanceNVDANVIDIA$2,120,754$2,120,754 â–²New Holding10,5990.4%Computer and TechnologyXOMExxonMobil$2,102,754$2,102,754 â–²New Holding15,3800.4%EnergyCOPConocoPhillips$1,950,290$1,950,290 â–²New Holding18,7600.4%EnergyCVXChevron$1,944,531$1,944,531 â–²New Holding11,7310.4%EnergyWALDWWaldencast$20,6550.0%440,4150.0%Computer and TechnologyNOWServiceNow$0$2,408,832 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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