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The Analysis of Milestones Administradora de Recursos Ltda.'s Holdings & P&L

Currently, Milestones Administradora de Recursos Ltda. holds 17 types of securities in its portfolio with a total value $383.1M. In the most recent quarter, they have increased their positions in MSFT (+91.7K shares, valued at $34.0M), N/A (+57.8K shares, valued at $28.6M), NU (+937.0K shares, valued at $13.5M); decreased their positions in AMZN (-37.0K shares, valued at $7.7M), TSM (-21.8K shares, valued at $7.4M); initiated new positions in NOW (+23.0K shares, valued at $2.4M).

1M P&L

+9.9M+4.40%

3M P&L

+16.3M+7.46%

HY P&L

+16.9M+7.79%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Retail61.6M

27.7%

2Semiconductors51.4M

23.2%

3Software - Infrastructure42.4M

19.1%

Top Industries by Stock Count

1Internet Retail2 stocks

14.3%

2Semiconductors2 stocks

14.3%

3Financial Data & Stock Exchanges2 stocks

14.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP179.4K shares104.63%2026-03-312026-05-12

LINDE PLC LINDE PLC100.6K shares134.74%2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE164.3K shares37.37%2026-03-312026-05-12

NU NU HLDGS LTD2.8M shares50.21%2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MANUFAC116.2K shares-15.82%2026-03-312026-05-12

AMZN AMAZON COM INC167.5K shares-18.11%2026-03-312026-05-12

ALPHABET INC ALPHABET INC117.7K shares49.68%2026-03-312026-05-12

V VISA INC67.6K shares124.81%2026-03-312026-05-12

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DHR DANAHER CORP DEL70.3K shares62.17%2026-03-312026-05-12

MELI MERCADOLIBRE INC7.2K shares0.00%2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC51.3K shares15.58%2026-03-312026-05-12

MCO MOODYS CORP16.0K shares151.13%2026-03-312026-05-12

SPGI S&P GLOBAL INC6.4K shares0.00%2026-03-312026-05-12

NOW SERVICENOW INC23.0K sharesnew addition2026-03-312026-05-12

WALD WALDENCAST PLC2.4M shares0.00%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.1K shares0.00%2026-03-312026-05-12

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WALDW WALDENCAST PLC440.4K shares0.00%2026-03-312026-05-12

MSFT

MICROSOFT CORP

104.63%

Shares179.4K

Event2026-03-31

Filed2026-05-12

LINDE PLC

134.74%

Shares100.6K

Event2026-03-31

Filed2026-05-12

GE AEROSPACE

37.37%

Shares164.3K

Event2026-03-31

Filed2026-05-12

NU HLDGS LTD

50.21%

Shares2.8M

Event2026-03-31

Filed2026-05-12

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-15.82%

Shares116.2K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-18.11%

Shares167.5K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

49.68%

Shares117.7K

Event2026-03-31

Filed2026-05-12

VISA INC

124.81%

Shares67.6K

Event2026-03-31

Filed2026-05-12

DHR

DANAHER CORP DEL

62.17%

Shares70.3K

Event2026-03-31

Filed2026-05-12

MELI

MERCADOLIBRE INC

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-12

AMD

ADVANCED MICRO DEVICES INC

15.58%

Shares51.3K

Event2026-03-31

Filed2026-05-12

MCO

MOODYS CORP

151.13%

Shares16.0K

Event2026-03-31

Filed2026-05-12

SPGI

S&P GLOBAL INC

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-12

NOW

SERVICENOW INC

New

Shares23.0K

Event2026-03-31

Filed2026-05-12

WALD

WALDENCAST PLC

0.00%

Shares2.4M

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-12

WALDW

WALDENCAST PLC

0.00%

Shares440.4K

Event2026-03-31

Filed2026-05-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available