Milestones Administradora de Recursos Ltda.

CIK 0001912095 • 7 13F filings • May 5, 2025 – Oct 21, 2026

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Filer information

Filed by: Milestones Administradora de Recursos Ltda., Managing Officer
Address: AVENIDA PREFEITO WALDEMAR GRUBBA 2633, FUNDOS, SALA C, JARAGUA DO SUL, D5, 89256900
Phone: 554732767545
AUM: $302.8M

$556.9M latest

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyConsumer DiscretionaryFinancialsEnergyOther

Portfolio value: $302.8M18 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$9.5M	3.1%Prev: 5.0%	44,350 SH	Decreased-1,454 SH
ALPHABET INC	CAP STK CL A	$24.6M	8.1%Prev: 11.0%	78,606 SH	Decreased-100,082 SH
AMAZON COM INC	COM	$47.2M	15.6%Prev: 13.3%	204,480 SH	Decreased-92,774 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	0.3%Prev: 0.4%	2,080 SH	Decreased-2,753 SH
CHEVRON CORP NEW	COM	$2.3M	0.8%	15,170 SH	New
CONOCOPHILLIPS	COM	$1.4M	0.5%	15,235 SH	New
DANAHER CORPORATION	COM	$9.9M	3.3%	43,370 SH	New
GE AEROSPACE	COM NEW	$36.8M	12.2%Prev: 10.6%	119,625 SH	Decreased-68,832 SH
LINDE PLC	SHS	$18.3M	6.0%Prev: 9.6%	42,870 SH	Decreased-69,882 SH
MERCADOLIBRE INC	COM	$14.4M	4.8%Prev: 2.5%	7,151 SH	Increased-905 SH
MICROSOFT CORP	COM	$42.4M	14.0%Prev: 15.2%	87,675 SH	Decreased-77,354 SH
MOODYS CORP	COM	$3.2M	1.1%Prev: 2.5%	6,353 SH	Decreased-24,471 SH
NU HLDGS LTD	ORD SHS CL A	$31.2M	10.3%Prev: 7.7%	1,866,114 SH	Decreased-1,526,945 SH
S&P GLOBAL INC	COM	$3.3M	1.1%	6,355 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$41.9M	13.9%	138,036 SH	New
VISA INC	COM CL A	$10.5M	3.5%Prev: 5.5%	30,081 SH	Decreased-55,705 SH
WALDENCAST PLC	*W EXP 07/27/202	$18K	0.0%Prev: 0.0%	440,415 SH	Increased-500,000 SH
WALDENCAST PLC	CLASS A ORD SHS	$4.6M	1.5%Prev: 0.6%	2,425,677 SH	Increased-1,500,000 SH

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0001912095-26-000001	$302.8M	View
Oct 21, 2026	Q3 2026	13F-HR	0001912095-26-000006	$556.9M	View
Oct 31, 2025	Q3 2025