Filed: 5/12/2026ACC: 0001912095-26-000003
📋 What this filing means
MILESTONES ADMINISTRADORA DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $383.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$383.15M
Total AUM (reported)
6.76M
Total Shares
Allocation by class
COM$149.49M39.0%
SHS$49.89M13.0%
COM NEW$46.63M12.2%
ORD SHS CL A$40.28M10.5%
SPONSORED ADS$39.27M10.2%
CAP STK CL A$33.83M8.8%
COM CL A$20.44M5.3%
Portfolio Concentration
Top 3$162.93M42.5%
4–10$194.40M50.7%
11–25$25.82M6.7%
Top 3 weight
42.5%
Top 10 weight
93.3%
Voting Authority Distribution
Total shares with voting rights: 6.76M
Sole
Full voting authority
6.76M
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)
Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
MICROSOFT CORP
SOLEShares179.41K
TypeSH
Market value$66.41M
17.33%
Sole
179.41K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares100.63K
TypeSH
Market value$49.89M
13.02%
Sole
100.63K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares164.33K
TypeSH
Market value$46.63M
12.17%
Sole
164.33K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares2.80M
TypeSH
Market value$40.28M
10.51%
Sole
2.80M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares116.20K
TypeSH
Market value$39.27M
10.25%
Sole
116.20K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares167.46K
TypeSH
Market value$34.88M
9.10%
Sole
167.46K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares117.66K
TypeSH
Market value$33.83M
8.83%
Sole
117.66K
Shared
0.00
None
0.00
VISA INC
SOLEShares67.63K
TypeSH
Market value$20.44M
5.33%
Sole
67.63K
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares70.33K
TypeSH
Market value$13.34M
3.48%
Sole
70.33K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares7.15K
TypeSH
Market value$12.36M
3.23%
Sole
7.15K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares51.26K
TypeSH
Market value$10.43M
2.72%
Sole
51.26K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares15.95K
TypeSH
Market value$6.96M
1.82%
Sole
15.95K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares6.36K
TypeSH
Market value$2.70M
0.71%
Sole
6.36K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares23.04K
TypeSH
Market value$2.41M
0.63%
Sole
23.04K
Shared
0.00
None
0.00
WALDENCAST PLC
SOLEShares2.43M
TypeSH
Market value$2.30M
0.60%
Sole
2.43M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.08K
TypeSH
Market value$996.7K
0.26%
Sole
2.08K
Shared
0.00
None
0.00
WALDENCAST PLC
SOLEShares440.42K
TypeSH
Market value$15.9K
<0.01%
Sole
440.42K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 179.41K | SH | $66.41M 17.33% | 179.41K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 100.63K | SH | $49.89M 13.02% | 100.63K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 164.33K | SH | $46.63M 12.17% | 164.33K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 2.80M | SH | $40.28M 10.51% | 2.80M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 116.20K | SH | $39.27M 10.25% | 116.20K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 167.46K | SH | $34.88M 9.10% | 167.46K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 117.66K | SH | $33.83M 8.83% | 117.66K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 67.63K | SH | $20.44M 5.33% | 67.63K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 70.33K | SH | $13.34M 3.48% | 70.33K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 7.15K | SH | $12.36M 3.23% | 7.15K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 51.26K | SH | $10.43M 2.72% | 51.26K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 15.95K | SH | $6.96M 1.82% | 15.95K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 6.36K | SH | $2.70M 0.71% | 6.36K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 23.04K | SH | $2.41M 0.63% | 23.04K | 0.00 | 0.00 |
WALDENCAST PLCSOLE | CLASS A ORD SHS | 2.43M | SH | $2.30M 0.60% | 2.43M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.08K | SH | $996.7K 0.26% | 2.08K | 0.00 | 0.00 |
WALDENCAST PLCSOLE | *W EXP 07/27/202 | 440.42K | SH | $15.9K <0.01% | 440.42K | 0.00 | 0.00 |