Filed: 10/31/2025ACC: 0001912095-25-000009
📋 What this filing means
MILESTONES ADMINISTRADORA DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $285.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$285.66M
Total AUM (reported)
5.57M
Total Shares
Allocation by class
COM$135.52M47.4%
COM NEW$44.14M15.5%
SPONSORED ADS$38.55M13.5%
ORD SHS CL A$29.90M10.5%
CAP STK CL A$21.93M7.7%
SHS$7.05M2.5%
CLASS A ORD SHS$4.80M1.7%
Portfolio Concentration
Top 3$138.04M48.3%
4–10$129.14M45.2%
11–25$18.48M6.5%
Top 3 weight
48.3%
Top 10 weight
93.5%
Voting Authority Distribution
Total shares with voting rights: 5.57M
Sole
Full voting authority
5.57M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole18
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:
AMAZON COM INC
SOLEShares217.52K
TypeSH
Market value$47.76M
16.72%
Sole
217.52K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares89.08K
TypeSH
Market value$46.14M
16.15%
Sole
89.08K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares146.72K
TypeSH
Market value$44.14M
15.45%
Sole
146.72K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares138.04K
TypeSH
Market value$38.55M
13.50%
Sole
138.04K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares1.87M
TypeSH
Market value$29.90M
10.47%
Sole
1.87M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares90.22K
TypeSH
Market value$21.93M
7.68%
Sole
90.22K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares7.15K
TypeSH
Market value$16.71M
5.85%
Sole
7.15K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares43.37K
TypeSH
Market value$8.60M
3.01%
Sole
43.37K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares14.85K
TypeSH
Market value$7.05M
2.47%
Sole
14.85K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares39.50K
TypeSH
Market value$6.39M
2.24%
Sole
39.50K
Shared
0.00
None
0.00
WALDENCAST PLC
SOLEShares2.43M
TypeSH
Market value$4.80M
1.68%
Sole
2.43M
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares6.36K
TypeSH
Market value$3.09M
1.08%
Sole
6.36K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares6.35K
TypeSH
Market value$3.03M
1.06%
Sole
6.35K
Shared
0.00
None
0.00
VISA INC
SOLEShares7.91K
TypeSH
Market value$2.70M
0.94%
Sole
7.91K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares15.17K
TypeSH
Market value$2.36M
0.82%
Sole
15.17K
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares15.23K
TypeSH
Market value$1.44M
0.50%
Sole
15.23K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.08K
TypeSH
Market value$1.05M
0.37%
Sole
2.08K
Shared
0.00
None
0.00
WALDENCAST PLC
SOLEShares440.42K
TypeSH
Market value$16.3K
<0.01%
Sole
440.42K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 217.52K | SH | $47.76M 16.72% | 217.52K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 89.08K | SH | $46.14M 16.15% | 89.08K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 146.72K | SH | $44.14M 15.45% | 146.72K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 138.04K | SH | $38.55M 13.50% | 138.04K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 1.87M | SH | $29.90M 10.47% | 1.87M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 90.22K | SH | $21.93M 7.68% | 90.22K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 7.15K | SH | $16.71M 5.85% | 7.15K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 43.37K | SH | $8.60M 3.01% | 43.37K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 14.85K | SH | $7.05M 2.47% | 14.85K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 39.50K | SH | $6.39M 2.24% | 39.50K | 0.00 | 0.00 |
WALDENCAST PLCSOLE | CLASS A ORD SHS | 2.43M | SH | $4.80M 1.68% | 2.43M | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 6.36K | SH | $3.09M 1.08% | 6.36K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 6.35K | SH | $3.03M 1.06% | 6.35K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 7.91K | SH | $2.70M 0.94% | 7.91K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 15.17K | SH | $2.36M 0.82% | 15.17K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 15.23K | SH | $1.44M 0.50% | 15.23K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.08K | SH | $1.05M 0.37% | 2.08K | 0.00 | 0.00 |
WALDENCAST PLCSOLE | *W EXP 07/27/202 | 440.42K | SH | $16.3K <0.01% | 440.42K | 0.00 | 0.00 |