account_balance
Investment manager · 13F filer · SEC CIK 1912095
Milestones Administradora de Recursos Ltda.
Reported value$557Mas of Sep 30, 2026
Positions18 1 new, 4 sold out
Top 10 weight91.9%MSFT alone is 15%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
15.2%Trimmed −7%
AMZNAmazon.com Inc
13.3%Added +6%
GOOGLAlphabet Inc.
11.0%Added +52%
GEGeneral Electric Co
10.6%Added +12%
TSMTaiwan Semiconductor Manufacturing Co Ltd
10.4%Added +9%
LINLinde PLC
9.6%Added +31%
NUNu Holdings Ltd.
7.7%Added +8%
VVisa Inc.
5.5%Trimmed −24%
AMDAdvanced Micro Devices Inc
5.0%Added +34%
DHRDanaher Corp
3.5%
MCOMoody's Corp
2.5%
MELIMercadoLibre Inc
2.5%
MSFTMicrosoft Corp
15.2%Trimmed −7%
AMZNAmazon.com Inc
13.3%Added +6%
GOOGLAlphabet Inc.
11.0%
GEGeneral Electric Co
10.6%
TSMTaiwan Semiconductor Manufacturing Co Ltd
10.4%+9%
LINLinde PLC
9.6%
NUNu Holdings Ltd.
7.7%+8%
V5.5%AMD5.0%DHR3.5%MCO2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 15.2% Trimmed −7%AMZN Amazon.com Inc 13.3% Added +6%GOOGL Alphabet Inc. 11.0% Added +52%GE General Electric Co 10.6% Added +12%TSM Taiwan Semiconductor Manufacturing Co Ltd 10.4% Added +9%LIN Linde PLC 9.6% Added +31%NU Nu Holdings Ltd. 7.7% Added +8%V Visa Inc. 5.5% Trimmed −24%AMD Advanced Micro Devices Inc 5.0% Added +34%DHR Danaher Corp 3.5% Trimmed −36%MCO Moody's Corp 2.5% HeldMELI MercadoLibre Inc 2.5% Held
What changed
Biggest moves since Jun 30, 2026
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