Funds › Milestones Administradora de Recursos Ltda.
Milestones Administradora de Recursos Ltda.
13F for Q3 2026, filed Oct 21, 2026. 18 positions worth $556.9M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corporation | 165,029 | $84.6M | 15.2% | -7.0% | 13F ↗ |
| 2 | AMZN Amazon.com, Inc. | 297,254 | $74.1M | 13.3% | +5.7% | 13F ↗ |
| 3 | GOOGL Alphabet Inc. Class A | 178,688 | $61.5M | 11.0% | +51.8% | 13F ↗ |
| 4 | GE GE Aerospace | 188,457 | $58.9M | 10.6% | +11.6% | 13F ↗ |
| 5 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 127,032 | $58.0M | 10.4% | +9.0% | 13F ↗ |
| 6 | LIN Linde plc | 112,752 | $53.5M | 9.6% | +30.7% | 13F ↗ |
| 7 | NU Nu Holdings Ltd. | 3.39M | $43.0M | 7.7% | +7.6% | 13F ↗ |
| 8 | V Visa Inc. | 85,786 | $30.8M | 5.5% | -23.9% | 13F ↗ |
| 9 | AMD Advanced Micro Devices, Inc. | 45,804 | $28.0M | 5.0% | +34.5% | 13F ↗ |
| 10 | DHR Danaher Corporation | 87,608 | $19.4M | 3.5% | -36.4% | 13F ↗ |
| 11 | MCO Moody's Corporation | 30,824 | $14.0M | 2.5% | Unchanged | 13F ↗ |
| 12 | MELI MercadoLibre, Inc. | 8,056 | $13.9M | 2.5% | Unchanged | 13F ↗ |
| 13 | NVDA NVIDIA Corporation | 28,769 | $6.6M | 1.2% | +171% | 13F ↗ |
| 14 | MLKMF Waldencast plc | 3.93M | $3.4M | 0.6% | +61.8% | 13F ↗ |
| 15 | TPG TPG Inc. | 75,600 | $3.3M | 0.6% | Unchanged | 13F ↗ |
| 16 | BRK-B Berkshire Hathaway Inc. Class B | 4,833 | $2.4M | 0.4% | Unchanged | 13F ↗ |
| 17 | ETN Eaton Corporation, PLC | 3,600 | $1.5M | 0.3% | New | 13F ↗ |
| 18 | MLKWF Waldencast plc · *W Exp 07/27/202 | 940,415 | $5,360 | <0.1% | +114% | 13F ↗ |
Changes since Q2 2026
1 new, 10 added to, 3 trimmed, 4 exited, 4 unchanged. By estimated dollars.
New positions (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| ETN Eaton Corporation, PLC | 3,600 | New | $1.5M |
Added to (10)
| GOOGL Alphabet Inc. Class A | 178,688 | +51.8% | $21.0M |
| LIN Linde plc | 112,752 | +30.7% | $12.6M |
| AMD Advanced Micro Devices, Inc. | 45,804 | +34.5% | $7.2M |
| GE GE Aerospace | 188,457 | +11.6% | $6.1M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 127,032 | +9.0% | $4.8M |
| NVDA NVIDIA Corporation | 28,769 | +171% | $4.1M |
| AMZN Amazon.com, Inc. | 297,254 | +5.7% | $4.0M |
| NU Nu Holdings Ltd. | 3.39M | +7.6% | $3.0M |
| MLKMF Waldencast plc | 3.93M | +61.8% | $1.3M |
| MLKWF Waldencast plc · *W Exp 07/27/202 | 940,415 | +114% | $2,850 |
Trimmed (3)
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 21, 2026 | 13F-HR | 18 | $556.9M | Current | SEC ↗ |
| Q2 2026 | Jul 24, 2026 | 13F-HR | 21 | $517.7M | Current | SEC ↗ |
| Q1 2026 | May 12, 2026 | 13F-HR | 17 | $383.1M | Current | SEC ↗ |
| Q4 2025 | Feb 10, 2026 | 13F-HR | 18 | $302.8M | Current | SEC ↗ |
| Q3 2025 | Oct 31, 2025 | 13F-HR | 18 | $285.7M | Current | SEC ↗ |
| Q2 2025 | Jul 25, 2025 | 13F-HR | 19 | $292.4M | Current | SEC ↗ |
| Q1 2025 | May 5, 2025 | 13F-HR | 22 | $195.9M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer