Latest Milestones Administradora de Recursos Ltda. Stock Portfolio
$383Million– No. of Holdings #17
Milestones Administradora de Recursos Ltda. Performance:
2026 Q1: -7.53%YTD: -7.53%2025: 21.48%
Performance for 2026 Q1 is -7.53%, and YTD is -7.53%, and 2025 is 21.48%.
About Milestones Administradora de Recursos Ltda. and 13F Hedge Fund Stock Holdings
On 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Milestones Administradora de Recursos Ltda. reported an equity portfolio of $383.1 Millions as of 31 Mar, 2026.
The top stock holdings of Milestones Administradora de Recursos Ltda. are MSFT, LIN, GE. The fund has invested 17.3% of it's portfolio in MICROSOFT CORP and 13% of portfolio in LINDE PLC.
The fund managers got completely rid off CHEVRON CORP NEW (CVX) and CONOCOPHILLIPS (COP) stocks. They significantly reduced their stock positions in AMAZON COM INC (AMZN) and TAIWAN SEMICONDUCTOR MANUFAC (TSM). Milestones Administradora de Recursos Ltda. opened new stock positions in SERVICENOW INC (NOW). The fund showed a lot of confidence in some stocks as they added substantially to MOODYS CORP (MCO), LINDE PLC (LIN) and VISA INC (V).
The top stock holdings of Milestones Administradora de Recursos Ltda. are MSFT, LIN, GE. The fund has invested 17.3% of it's portfolio in MICROSOFT CORP and 13% of portfolio in LINDE PLC.
The fund managers got completely rid off CHEVRON CORP NEW (CVX) and CONOCOPHILLIPS (COP) stocks. They significantly reduced their stock positions in AMAZON COM INC (AMZN) and TAIWAN SEMICONDUCTOR MANUFAC (TSM). Milestones Administradora de Recursos Ltda. opened new stock positions in SERVICENOW INC (NOW). The fund showed a lot of confidence in some stocks as they added substantially to MOODYS CORP (MCO), LINDE PLC (LIN) and VISA INC (V).
Milestones Administradora de Recursos Ltda. Equity Portfolio Value
Last Reported on: 12 May, 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 -7.53% in the last quarter. In trailing 12 months, it's portfolio return was 20.9%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| servicenow inc | 2,408,830 |
New stocks bought by Milestones Administradora de Recursos Ltda.
Additions
| Ticker | % Inc. |
|---|---|
| moodys corp | 151 |
| linde plc | 134 |
| visa inc | 124 |
| microsoft corp | 104 |
| danaher corp del | 62.17 |
| nu hldgs ltd | 50.21 |
| alphabet inc | 49.68 |
| ge aerospace | 37.37 |
Additions to existing portfolio by Milestones Administradora de Recursos Ltda.
Reductions
| Ticker | % Reduced |
|---|---|
| amazon com inc | -18.11 |
| taiwan semiconductor manufac | -15.82 |
Milestones Administradora de Recursos Ltda. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| conocophillips | -1,426,150 |
| chevron corp new | -2,312,060 |
Milestones Administradora de Recursos Ltda. got rid off the above stocks
Sector Distribution
Milestones Administradora de Recursos Ltda. has about 21.6% of it's holdings in Others sector.
- Others
- Technology
- Basic Materials
- Consumer Cyclical
- Industrials
- Communication Services
- Financial Services
- Healthcare
| Sector | % |
|---|---|
| Others | 21.6 |
| Technology | 20.7 |
| Basic Materials | 13 |
| Consumer Cyclical | 12.3 |
| Industrials | 12.2 |
| Communication Services | 8.8 |
| Financial Services | 7.9 |
| Healthcare | 3.5 |
Market Cap. Distribution
Milestones Administradora de Recursos Ltda. has about 78.4% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- UNALLOCATED
- LARGE-CAP
| Category | % |
|---|---|
| MEGA-CAP | 68.5 |
| UNALLOCATED | 21.6 |
| LARGE-CAP | 9.9 |
Stocks belong to which Index?
About 75.1% 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 500 | 75.1 |
| Others | 24.2 |
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 17 stocks in it's portfolio. About 93.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. LIN was the most profitable stock for Milestones Administradora de Recursos Ltda. last quarter.
Last Reported on: 12 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AMD | advanced micro devices inc | 2.72 | 51,258 | 10,427,400 | added | 15.58 | ||
| AMZN | amazon com inc | 9.10 | 167,455 | 34,875,900 | reduced | -18.11 | ||
| COP | conocophillips | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CVX | chevron corp new | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| DHR | danaher corp del | 3.48 | 70,333 | 13,335,100 | added | 62.17 | ||
| GE | ge aerospace | 12.17 | 164,334 | 46,633,100 | added | 37.37 | ||
| GOOG | alphabet inc | 8.83 | 117,659 | 33,834,000 | added | 49.68 | ||
| LIN | linde plc | 13.02 | 100,633 | 49,889,800 | added | 134 | ||
| MCO | moodys corp | 1.82 | 15,954 | 6,959,930 | added | 151 | ||
| MELI | mercadolibre inc | 3.23 | 7,151 | 12,364,200 | unchanged | 0.00 | ||
| MSFT | microsoft corp | 17.33 | 179,407 | 66,411,100 | added | 104 | ||
| NOW | servicenow inc | 0.63 | 23,040 | 2,408,830 | new | |||
| NU | nu hldgs ltd | 10.51 | 2,803,160 | 40,281,500 | added | 50.21 | ||
| SPGI | s&p global inc | 0.70 | 6,355 | 2,703,040 | unchanged | 0.00 | ||
| TSM | taiwan semiconductor manufac | 10.25 | 116,200 | 39,269,800 | reduced | -15.82 | ||
| V | visa inc | 5.34 | 67,626 | 20,439,300 | added | 124 | ||
| WALD | waldencast plc | 0.60 | 2,425,680 | 2,303,660 | unchanged | 0.00 | ||
| WALD | waldencast plc | 0.00 | 440,415 | 15,855 | unchanged | 0.00 | ||
| berkshire hathaway inc del | 0.26 | 2,080 | 996,736 | unchanged | 0.00 | |||