Milestones Administradora de Recursos Ltda. Diversified Active

Name: Milestones Administradora de Recursos Ltda. Q2 2026 13F Filing | 13F Explorer
Creator: Milestones Administradora de Recursos Ltda.
Published: 2026-07-24

Location: Jaragua Do Sul, Brazil

CIK: 0001912095 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 24, 2026

Total Value: $518M (100.0% shares, 0.0% debt)

Holdings (21)

New Positions (5)

TPG TPG INC 0.6%

Value $3.066M Shares 75,600 Est. Cost $40.55 Unrealized —

NVDA NVIDIA CORPORATION 0.4%

Value $2.121M Shares 10,599 Est. Cost $200.09 Unrealized —

XOM EXXON MOBIL CORP 0.4%

Value $2.103M Shares 15,380 Est. Cost $136.72 Unrealized —

COP CONOCOPHILLIPS 0.4%

Value $1.95M Shares 18,760 Est. Cost $103.96 Unrealized —

CVX CHEVRON CORPORATION 0.4%

Value $1.945M Shares 11,731 Est. Cost $165.76 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TPG	TPG INC	75,600	$3.066M	0.6%	$40.55	—	COM CL A	872657101
NVDA	NVIDIA CORPORATION	10,599	$2.121M	0.4%	$200.09	—	COM	67066G104
XOM	EXXON MOBIL CORP	15,380	$2.103M	0.4%	$136.72	—	COM	30231G102
COP	CONOCOPHILLIPS	18,760	$1.95M	0.4%	$103.96	—	COM	20825C104
CVX	CHEVRON CORPORATION	11,731	$1.945M	0.4%	$165.76	—	COM	166764100

Increased Positions (9)

AMZN AMAZON COM INC 12.9%

Value $67.01M (+92.1%) Shares 281,149 (+67.9%) Est. Cost $190.54 Unrealized —

V VISA INC 7.5%

Value $38.69M (+89.3%) Shares 112,769 (+66.8%) Est. Cost $330.48 Unrealized —

GE GE AEROSPACE 12.2%

Value $63.11M (+35.3%) Shares 168,857 (+2.8%) Est. Cost $233.99 Unrealized —

DHR DANAHER CORP DEL 5.1%

Value $26.25M (+96.8%) Shares 137,789 (+95.9%) Est. Cost $200.35 Unrealized —

MCO MOODYS CORP 2.7%

Value $13.96M (+100.6%) Shares 30,824 (+93.2%) Est. Cost $465.51 Unrealized —

SPGI S&P GLOBAL INC 1.2%

Value $6.449M (+138.6%) Shares 15,835 (+149.2%) Est. Cost $434.68 Unrealized —

NU NU HLDGS LTD 8.1%

Value $42.14M (+4.6%) Shares 3,154,114 (+12.5%) Est. Cost $13.09 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%

Value $2.418M (+142.6%) Shares 4,833 (+132.4%) Est. Cost $454.32 Unrealized —

MELI MERCADOLIBRE INC 2.6%

Value $13.67M (+10.6%) Shares 8,056 (+12.7%) Est. Cost $2049.66 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	281,149 (+67.9%)	$67.01M (+92.1%)	12.9%	$190.54	—	COM	023135106
V	VISA INC	112,769 (+66.8%)	$38.69M (+89.3%)	7.5%	$330.48	—	COM CL A	92826C839
GE	GE AEROSPACE	168,857 (+2.8%)	$63.11M (+35.3%)	12.2%	$233.99	—	COM NEW	369604301
DHR	DANAHER CORP DEL	137,789 (+95.9%)	$26.25M (+96.8%)	5.1%	$200.35	—	COM	235851102
MCO	MOODYS CORP	30,824 (+93.2%)	$13.96M (+100.6%)	2.7%	$465.51	—	COM	615369105
SPGI	S&P GLOBAL INC	15,835 (+149.2%)	$6.449M (+138.6%)	1.2%	$434.68	—	COM	78409V104
NU	NU HLDGS LTD	3,154,114 (+12.5%)	$42.14M (+4.6%)	8.1%	$13.09	—	ORD SHS CL A	G6683N103
BRK/B	BERKSHIRE HATHAWAY INC DEL	4,833 (+132.4%)	$2.418M (+142.6%)	0.5%	$454.32	—	CL B NEW	084670702
MELI	MERCADOLIBRE INC	8,056 (+12.7%)	$13.67M (+10.6%)	2.6%	$2049.66	—	COM	58733R102

Exited Positions (1)

NOW SERVICENOW INC 0.5%

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

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NOW	SERVICENOW INC	23,040	$2.409M	0.5%	$121.19	—	—	81762P102

Decreased Positions (3)

AMD ADVANCED MICRO DEVICES INC 3.8%

Value $19.79M (+89.7%) Shares 34,059 (-33.6%) Est. Cost $159.46 Unrealized —

LIN LINDE PLC 8.6%

Value $44.78M (-10.3%) Shares 86,282 (-14.3%) Est. Cost $446.19 Unrealized —

MSFT MICROSOFT CORP 12.8%

Value $66.22M (-0.3%) Shares 177,513 (-1.1%) Est. Cost $362.43 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMD	ADVANCED MICRO DEVICES INC	34,059 (-33.6%)	$19.79M (+89.7%)	3.8%	$159.46	—	COM	007903107
LIN	LINDE PLC	86,282 (-14.3%)	$44.78M (-10.3%)	8.6%	$446.19	—	SHS	G54950103
MSFT	MICROSOFT CORP	177,513 (-1.1%)	$66.22M (-0.3%)	12.8%	$362.43	—	COM	594918104

Unchanged Positions (4)

TSM TAIWAN SEMICONDUCTOR MANUFAC 10.8%

Value $55.65M Shares 116,534 Est. Cost $209.18 Unrealized —

GOOGL ALPHABET INC 8.1%

Value $42.06M Shares 117,684 Est. Cost $204.17 Unrealized —

WALD WALDENCAST PLC 0.8%

Value $4.269M Shares 2,425,677 Est. Cost $7.77 Unrealized —

WALDW WALDENCAST PLC 0.0%

Value $20,655 Shares 440,415 Est. Cost $0.58 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TSM	TAIWAN SEMICONDUCTOR MANUFAC	116,534	$55.65M	10.8%	$209.18	—	SPONSORED ADS	874039100
GOOGL	ALPHABET INC	117,684	$42.06M	8.1%	$204.17	—	CAP STK CL A	02079K305
WALD	WALDENCAST PLC	2,425,677	$4.269M	0.8%	$7.77	—	CLASS A ORD SHS	G9503X103
WALDW	WALDENCAST PLC	440,415	$20,655	0.0%	$0.58	—	*W EXP 07/27/202	G9503X111