Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Milestones Administradora de Recursos Ltda. (CIK 1912095) reported $383.1M across 17 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($66.4M, 17.33%), LIN ($49.9M, 13.02%), GE ($46.6M, 12.17%), NU ($40.3M, 10.51%), TSM ($39.3M, 10.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $66.4M | 17.33% | 179,407 | Added |
| 2 | LIN | LINDE PLC | $49.9M | 13.02% | 100,633 | Added |
| 3 | GE | GE AEROSPACE | $46.6M | 12.17% | 164,334 | Added |
| 4 | NU | NU HLDGS LTD | $40.3M | 10.51% | 2.8M | Added |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $39.3M | 10.25% | 116,200 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $34.9M | 9.10% | 167,455 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $33.8M | 8.83% | 117,659 | Added |
| 8 | V | VISA INC | $20.4M | 5.33% | 67,626 | Added |
| 9 | DHR | DANAHER CORP DEL | $13.3M | 3.48% | 70,333 | Added |
| 10 | MELI | MERCADOLIBRE INC | $12.4M | 3.23% | 7,151 | Hold |
| 11 | AMD | ADVANCED MICRO DEVICES INC | $10.4M | 2.72% | 51,258 | Added |
| 12 | MCO | MOODYS CORP | $7.0M | 1.82% | 15,954 | Added |
| 13 | SPGI | S&P GLOBAL INC | $2.7M | 0.71% | 6,355 | Hold |
| 14 | NOW | SERVICENOW INC | $2.4M | 0.63% | 23,040 | New |
| 15 | WALD | WALDENCAST PLC | $2.3M | 0.60% | 2.4M | Hold |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $996,736 | 0.26% | 2,080 | Hold |
| 17 | CVX | CHEVRON CORP NEW | $0 | 0.00% | 0 | Exited |
| 18 | COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | Exited |
| 19 | WALDW | WALDENCAST PLC | $15,855 | 0.00% | 440,415 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31