Milestones Administradora de Recursos Ltda. Diversified Active

Name: Milestones Administradora de Recursos Ltda. Q1 2026 13F Filing | 13F Explorer
Creator: Milestones Administradora de Recursos Ltda.
Published: 2026-05-12

Location: Jaragua Do Sul, Brazil

CIK: 0001912095 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 12, 2026

Total Value: $383M (100.0% shares, 0.0% debt)

Holdings (17)

MSFT MICROSOFT CORP 17.3%

Value $66.41M Shares 179,407 Est. Cost $362.43 Unrealized +19.9%

LIN LINDE PLC 13.0%

Value $49.89M Shares 100,633 Est. Cost $446.19 Unrealized +3.1%

GE GE AEROSPACE 12.2%

Value $46.63M Shares 164,334 Est. Cost $230.14 Unrealized +38.3%

NU NU HLDGS LTD 10.5%

Value $40.28M Shares 2,803,164 Est. Cost $13.06 Unrealized +32.7%

TSM TAIWAN SEMICONDUCTOR MANUFAC 10.2%

Value $39.27M Shares 116,200 Est. Cost $209.18 Unrealized —

AMZN AMAZON COM INC 9.1%

Value $34.88M Shares 167,455 Est. Cost $158.09 Unrealized +43.5%

GOOGL ALPHABET INC 8.8%

Value $33.83M Shares 117,659 Est. Cost $204.17 Unrealized +58.3%

V VISA INC 5.3%

Value $20.44M Shares 67,626 Est. Cost $322.06 Unrealized +2.2%

DHR DANAHER CORP DEL 3.5%

Value $13.34M Shares 70,333 Est. Cost $209.82 Unrealized +7.1%

MELI MERCADOLIBRE INC 3.2%

Value $12.36M Shares 7,151 Est. Cost $2094.24 Unrealized -1.3%

AMD ADVANCED MICRO DEVICES INC 2.7%

Value $10.43M Shares 51,258 Est. Cost $159.46 Unrealized +39.0%

MCO MOODYS CORP 1.8%

Value $6.96M Shares 15,954 Est. Cost $477.25 Unrealized +2.6%

SPGI S&P GLOBAL INC 0.7%

Value $2.703M Shares 6,355 Est. Cost $475.58 Unrealized +2.0%

NOW SERVICENOW INC 0.6%

Value $2.409M Shares 23,040 Est. Cost $121.19 Unrealized 0.0%

WALD WALDENCAST PLC 0.6%

Value $2.304M Shares 2,425,677 Est. Cost $7.77 Unrealized -77.9%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%

Value $997K Shares 2,080 Est. Cost $393.34 Unrealized +25.5%

WALDW WALDENCAST PLC 0.0%

Value $15,855 Shares 440,415 Est. Cost $0.58 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	179,407	$66.41M	17.3%	$362.43	+19.9%	COM	594918104
LIN	LINDE PLC	100,633	$49.89M	13.0%	$446.19	+3.1%	SHS	G54950103
GE	GE AEROSPACE	164,334	$46.63M	12.2%	$230.14	+38.3%	COM NEW	369604301
NU	NU HLDGS LTD	2,803,164	$40.28M	10.5%	$13.06	+32.7%	ORD SHS CL A	G6683N103
TSM	TAIWAN SEMICONDUCTOR MANUFAC	116,200	$39.27M	10.2%	$209.18	—	SPONSORED ADS	874039100
AMZN	AMAZON COM INC	167,455	$34.88M	9.1%	$158.09	+43.5%	COM	023135106
GOOGL	ALPHABET INC	117,659	$33.83M	8.8%	$204.17	+58.3%	CAP STK CL A	02079K305
V	VISA INC	67,626	$20.44M	5.3%	$322.06	+2.2%	COM CL A	92826C839
DHR	DANAHER CORP DEL	70,333	$13.34M	3.5%	$209.82	+7.1%	COM	235851102
MELI	MERCADOLIBRE INC	7,151	$12.36M	3.2%	$2094.24	-1.3%	COM	58733R102
AMD	ADVANCED MICRO DEVICES INC	51,258	$10.43M	2.7%	$159.46	+39.0%	COM	007903107
MCO	MOODYS CORP	15,954	$6.96M	1.8%	$477.25	+2.6%	COM	615369105
SPGI	S&P GLOBAL INC	6,355	$2.703M	0.7%	$475.58	+2.0%	COM	78409V104
NOW	SERVICENOW INC	23,040	$2.409M	0.6%	$121.19	0.0%	COM	81762P102
WALD	WALDENCAST PLC	2,425,677	$2.304M	0.6%	$7.77	-77.9%	CLASS A ORD SHS	G9503X103
BRK/B	BERKSHIRE HATHAWAY INC DEL	2,080	$997K	0.3%	$393.34	+25.5%	CL B NEW	084670702
WALDW	WALDENCAST PLC	440,415	$15,855	0.0%	$0.58	—	*W EXP 07/27/202	G9503X111