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Latest Milestones Administradora de Recursos Ltda. Stock Portfolio

$186Million– No. of Holdings #18

Milestones Administradora de Recursos Ltda. Performance:
2024 Q1: 11.84%YTD: 11.84%2023: 51.38%

Performance for 2024 Q1 is 11.84%, and YTD is 11.84%, and 2023 is 51.38%.

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

In it's latest 13F Holdings report, Milestones Administradora de Recursos Ltda. reported an equity portfolio of $186.2 Millions as of 31 Mar, 2024.

The top stock holdings of Milestones Administradora de Recursos Ltda. are AMZN, GOOG, MSFT. The fund has invested 23.5% of it's portfolio in AMAZON COM INC and 22.6% of portfolio in ALPHABET INC.

They significantly reduced their stock positions in LINDE PLC (LIN) and MICROSOFT CORP (MSFT). Milestones Administradora de Recursos Ltda. opened new stock positions in ADVANCED MICRO DEVICES INC (AMD), OCCIDENTAL PETE CORP (OXY) and EATON CORP PLC (ETN). The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC (GOOG), AMAZON COM INC (AMZN) and NU HLDGS LTD (NU).
Milestones Administradora de Recursos Ltda. Equity Portfolio Value
Last Reported on: 20 May, 2024

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 11.84% in the last quarter. In trailing 12 months, it's portfolio return was 43.15%.

New Buys

Ticker$ Bought
advanced micro devices inc1,455,110
occidental pete corp896,862
eaton corp plc879,569
berkshire hathaway inc del874,682
general electric co520,446
nvidia corporation512,319
apple inc495,577

New stocks bought by Milestones Administradora de Recursos Ltda.

Additions

Ticker% Inc.
alphabet inc494
amazon com inc61.2
nu hldgs ltd41.51
mercadolibre inc12.94

Additions to existing portfolio by Milestones Administradora de Recursos Ltda.

Reductions

Ticker% Reduced
linde plc-50.01
microsoft corp-17.21

Milestones Administradora de Recursos Ltda. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Milestones Administradora de Recursos Ltda.

Sector Distribution

Milestones Administradora de Recursos Ltda. has about 28% of it's holdings in Consumer Cyclical sector.

Sector%
Consumer Cyclical28
Technology23.4
Communication Services22.6
Others15.8
Healthcare5.6
Financial Services2.8

Market Cap. Distribution

Milestones Administradora de Recursos Ltda. has about 84.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP78.4
UNALLOCATED15.8
LARGE-CAP5.8

Stocks belong to which Index?

About 86.7% of the stocks held by Milestones Administradora de Recursos Ltda. either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50079.6
Others13.3
RUSSELL 20007.1
Top 5 Winners (%)%
NU
nu hldgs ltd
102.7 %
NVDA
nvidia corporation
24.4 %
GE
general electric co
17.7 %
ETN
eaton corp plc
12.5 %
AMZN
amazon com inc
12.5 %
Top 5 Winners ($)$
NU
nu hldgs ltd
7.7 M
MSFT
microsoft corp
5.1 M
AMZN
amazon com inc
4.8 M
GOOG
alphabet inc
2.5 M
TMO
thermo fisher scientific inc
0.9 M
Top 5 Losers (%)%
AAPL
apple inc
-5.9 %
MELI
mercadolibre inc
-4.2 %
Top 5 Losers ($)$
MELI
mercadolibre inc
-0.4 M
AAPL
apple inc
0.0 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 18 stocks in it's portfolio. About 97.6% of the portfolio is in top 10 stocks. MELI proved to be the most loss making stock for the portfolio. NU was the most profitable stock for Milestones Administradora de Recursos Ltda. last quarter.

Last Reported on: 20 May, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions