Latest Milestones Administradora de Recursos Ltda. Stock Portfolio
Milestones Administradora de Recursos Ltda. Performance:
2025 Q3: 5.58%YTD: 12.02%2024: 15.77%
Performance for 2025 Q3 is 5.58%, and YTD is 12.02%, and 2024 is 15.77%.
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 $285.7 Millions as of 30 Sep, 2025.
The top stock holdings of Milestones Administradora de Recursos Ltda. are AMZN, MSFT, GE. The fund has invested 16.7% of it's portfolio in AMAZON COM INC and 16.1% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off MASTERCARD INCORPORATED (MA) stocks. They significantly reduced their stock positions in MOODYS CORP (MCO), CHEVRON CORP NEW (CVX) and CONOCOPHILLIPS (COP). The fund showed a lot of confidence in some stocks as they added substantially to ADVANCED MICRO DEVICES INC (AMD), WALDENCAST PLC (WALD) and NU HLDGS LTD (NU).
The top stock holdings of Milestones Administradora de Recursos Ltda. are AMZN, MSFT, GE. The fund has invested 16.7% of it's portfolio in AMAZON COM INC and 16.1% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off MASTERCARD INCORPORATED (MA) stocks. They significantly reduced their stock positions in MOODYS CORP (MCO), CHEVRON CORP NEW (CVX) and CONOCOPHILLIPS (COP). The fund showed a lot of confidence in some stocks as they added substantially to ADVANCED MICRO DEVICES INC (AMD), WALDENCAST PLC (WALD) and NU HLDGS LTD (NU).
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 5.58% in the last quarter. In trailing 12 months, it's portfolio return was 16.48%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| advanced micro devices inc | 80.86 |
| waldencast plc | 28.4 |
| nu hldgs ltd | 25.85 |
| waldencast plc | 10.26 |
Additions to existing portfolio by Milestones Administradora de Recursos Ltda.
Reductions
| Ticker | % Reduced |
|---|---|
| moodys corp | -66.66 |
| conocophillips | -50.00 |
| chevron corp new | -50.00 |
| alphabet inc | -38.32 |
| amazon com inc | -15.25 |
| taiwan semiconductor mfg ltd | -11.23 |
| microsoft corp | -10.00 |
Milestones Administradora de Recursos Ltda. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| mastercard incorporated | -1,143,550 |
Milestones Administradora de Recursos Ltda. got rid off the above stocks
Sector Distribution
Milestones Administradora de Recursos Ltda. has about 26% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 26 |
| Consumer Cyclical | 22.6 |
| Technology | 18.4 |
| Industrials | 15.5 |
| Communication Services | 7.7 |
| Financial Services | 3.1 |
| Healthcare | 3 |
| Basic Materials | 2.5 |
| Energy | 1.3 |
Market Cap. Distribution
Milestones Administradora de Recursos Ltda. has about 74% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 47 |
| LARGE-CAP | 27 |
| UNALLOCATED | 26 |
Stocks belong to which Index?
About 69.8% of the stocks held by Milestones Administradora de Recursos Ltda. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 68.1 |
| Others | 30.2 |
| RUSSELL 2000 | 1.7 |
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 93.5% of the portfolio is in top 10 stocks. MELI proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Milestones Administradora de Recursos Ltda. last quarter.
Last Reported on: 31 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AMD | advanced micro devices inc | 2.24 | 39,500 | 6,390,700 | added | 80.86 | ||
| AMZN | amazon com inc | 16.72 | 217,523 | 47,761,500 | reduced | -15.25 | ||
| COP | conocophillips | 0.50 | 15,235 | 1,441,080 | reduced | -50.00 | ||
| CVX | chevron corp new | 0.82 | 15,170 | 2,355,750 | reduced | -50.00 | ||
| DHR | danaher corporation | 3.01 | 43,370 | 8,598,540 | unchanged | 0.00 | ||
| GE | ge aerospace | 15.45 | 146,725 | 44,137,800 | unchanged | 0.00 | ||
| GOOG | alphabet inc | 7.68 | 90,218 | 21,932,000 | reduced | -38.32 | ||
| LIN | linde plc | 2.47 | 14,850 | 7,053,750 | unchanged | 0.00 | ||
| MA | mastercard incorporated | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| MCO | moodys corp | 1.06 | 6,353 | 3,027,080 | reduced | -66.66 | ||
| MELI | mercadolibre inc | 5.85 | 7,151 | 16,711,500 | unchanged | 0.00 | ||
| MSFT | microsoft corp | 16.15 | 89,075 | 46,136,400 | reduced | -10.00 | ||
| NU | nu hldgs ltd | 10.47 | 1,867,610 | 29,900,500 | added | 25.85 | ||
| SPGI | s&p global inc | 1.08 | 6,355 | 3,093,040 | unchanged | 0.00 | ||
| TSM | taiwan semiconductor mfg ltd | 13.50 | 138,036 | 38,552,100 | reduced | -11.23 | ||
| V | visa inc | 0.94 | 7,905 | 2,698,610 | unchanged | 0.00 | ||
| WALD | waldencast plc | 1.68 | 2,425,680 | 4,802,840 | added | 10.26 | ||
| WALD | waldencast plc | 0.01 | 440,415 | 16,295 | added | 28.4 | ||
| berkshire hathaway inc del | 0.37 | 2,080 | 1,045,700 | unchanged | 0.00 | |||