Milestones Administradora de Recursos Ltda.
CIK 1912095
13F filing for Q2 2026・No. 3,817
- Holdings
- US$517.65M
- Quarter change
- +US$134.5M
- Entries
- 21
- Net bought (estimate)
- +US$66.12M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 1
- Cut 3
- Added 11
- Corporate actions 0
- Unchanged 2
Largest holdings
21 stocks worth US$517.65M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMZNAmazonCOM | Added | 281,149 | US$67.01M | 12.94% |
| MSFTMicrosoftCOM | Cut | 177,513 | US$66.22M | 12.79% |
| GEGE AEROSPACECOM NEW | Added | 168,857 | US$63.11M | 12.19% |
| TSMTSMC ADRSPONSORED ADS | Added | 116,534 | US$55.65M | 10.75% |
| LINLINDE PLCSHS | Cut | 86,282 | US$44.78M | 8.65% |
| NUNU HLDGS LTDORD SHS CL A | Added | 3,154,114 | US$42.14M | 8.14% |
| GOOGLAlphabetCAP STK CL A | Added | 117,684 | US$42.06M | 8.12% |
| VVISA INCCOM CL A | Added | 112,769 | US$38.69M | 7.47% |
| DHRDANAHER CORP DELCOM | Added | 137,789 | US$26.25M | 5.07% |
| AMDAMDCOM | Cut | 34,059 | US$19.79M | 3.82% |
Sign in (free) to see its 21 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.