Grufity logo
Grufity logo

Latest Milestones Administradora de Recursos Ltda. Stock Portfolio

$517Million | No. of Holdings #21

Milestones Administradora de Recursos Ltda. Performance

2026 Q2+14.58%
YTD+5.95%
2025+21.48%

About Milestones Administradora de Recursos Ltda. and 13F Hedge Fund Stock Holdings

On 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Milestones Administradora de Recursos Ltda. reported an equity portfolio of $517.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Milestones Administradora de Recursos Ltda. are AMZN, MSFT, GE. The fund has invested 12.9% of it's portfolio in AMAZON COM INC and 12.8% of portfolio in MICROSOFT CORP. <br><br> The fund managers got completely rid off SERVICENOW INC (NOW) stocks. They significantly reduced their stock positions in ADVANCED MICRO DEVICES INC (AMD), LINDE PLC (LIN) and MICROSOFT CORP (MSFT). Milestones Administradora de Recursos Ltda. opened new stock positions in TPG INC (TPG), NVIDIA CORPORATION (NVDA) and EXXON MOBIL CORP (XOM). The fund showed a lot of confidence in some stocks as they added substantially to S&P GLOBAL INC (SPGI), BERKSHIRE HATHAWAY INC DEL and DANAHER CORP DEL (DHR).
Milestones Administradora de Recursos Ltda. Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$517Million
  as of Jul 24, 2026

Milestones Administradora de Recursos Ltda. Annual Return Estimates Vs S&P 500

Our best estimate is that Milestones Administradora de Recursos Ltda. made a return of 14.58% in the last quarter. In trailing 12 months, it's portfolio return was 19.01%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
tpg inc3,065,580
nvidia corporation2,120,750
exxon mobil corp2,102,750
conocophillips1,950,290
chevron corporation1,944,530
New stocks bought by Milestones Administradora de Recursos Ltda.

Additions

Ticker% Inc.
s&p global inc149
berkshire hathaway inc del132
danaher corp del95.91
moodys corp93.21
amazon com inc67.9
visa inc66.75
mercadolibre inc12.66
nu hldgs ltd12.52
Additions to existing portfolio by Milestones Administradora de Recursos Ltda.

Reductions

Ticker% Reduced
advanced micro devices inc-33.55
linde plc-14.26
microsoft corp-1.06
Milestones Administradora de Recursos Ltda. reduced stake in above stock

Sold off

Ticker$ Sold
servicenow inc-2,408,830
Milestones Administradora de Recursos Ltda. got rid off the above stocks

Sector Distribution

Milestones Administradora de Recursos Ltda. has about 20.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Industrials
  • Financial Services
  • Basic Materials
  • Communication Services
  • Healthcare
  • Energy
Sector%
Others20.2
Technology17
Consumer Cyclical15.6
Industrials12.2
Financial Services12
Basic Materials8.6
Communication Services8.1
Healthcare5.1
Energy1.2

Market Cap. Distribution

Milestones Administradora de Recursos Ltda. has about 79.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP67.2
UNALLOCATED20.2
LARGE-CAP12

Stocks belong to which Index?

About 76.6% of the stocks held by Milestones Administradora de Recursos Ltda. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50076.6
Others22.6
Top 5 Winners (%)%
AMD
advanced micro devices inc
154.4 %
WALD
waldencast plc
85.3 %
TSM
taiwan semiconductor manufac
41.2 %
GE
ge aerospace
31.1 %
WALD
waldencast plc
30.3 %
Top 5 Winners ($)$
TSM
taiwan semiconductor manufac
16.2 M
AMD
advanced micro devices inc
16.1 M
GE
ge aerospace
15.0 M
GOOG
alphabet inc
8.2 M
AMZN
amazon com inc
6.7 M
Top 5 Losers (%)%
NU
nu hldgs ltd
-6.7 %
SPGI
s&p global inc
-3.0 %
MELI
mercadolibre inc
-1.7 %
Top 5 Losers ($)$
NU
nu hldgs ltd
-3.0 M
MELI
mercadolibre inc
-0.2 M
SPGI
s&p global inc
-0.2 M

Milestones Administradora de Recursos Ltda. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Milestones Administradora de Recursos Ltda.

Milestones Administradora de Recursos Ltda. has 21 stocks in it's portfolio. About 90% of the portfolio is in top 10 stocks. NU proved to be the most loss making stock for the portfolio. TSM was the most profitable stock for Milestones Administradora de Recursos Ltda. last quarter.

$517.65MTotal Value
22.00Positions
24 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Milestones Administradora de Recursos Ltda., last reported on 24 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
NU
Nu Hldgs Ltd

Nu Hldgs Ltd

NU
Milestones Administradora de Recursos Ltda.'s holding in Nu Hldgs Ltd over time
8.14%3,154,110
$42.14M
8.14%
increased 12.52 percentadded
TSM
Taiwan Semiconductor Manufac

Taiwan Semiconductor Manufac

TSM
Milestones Administradora de Recursos Ltda.'s holding in Taiwan Semiconductor Manufac over time
10.75%116,534
$55.65M
10.75%
increased 0.29 percentadded
WALD
Waldencast Plc

Waldencast Plc

WALD
Milestones Administradora de Recursos Ltda.'s holding in Waldencast Plc over time
0.82%2,425,680
$4.27M
0.82%
unchanged 0 percentunchanged
WALD
Waldencast Plc

Waldencast Plc

WALD
Milestones Administradora de Recursos Ltda.'s holding in Waldencast Plc over time
0%440,415
$20.7K
0%
unchanged 0 percentunchanged