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Milestone Resources Group Ltd

13F filer · CIK 0001708139
Reported Aug 11, 2026
Net seller this quarter
13F portfolio value$1.64BU.S. long equity reported on 13F
Positions80 new · 1 closed
Net flow last quarter-$186MBuys minus sells
Top 10 positions weight100.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 11, 20268 positions
AVGOBroadcom Inc.$456M27.87%0.03%Not reportedQ1 2024
AMZNAmazon Com Inc$363M22.16%0.01%Not reportedQ3 2020
MSFTMicrosoft Corp$314M19.16%0.01%Not reportedQ4 2017
IBNIcici Bank Ltd$229M13.99%Not reportedNot reportedQ1 2020
SHWSherwin Williams Co$111M6.81%0.13%-8.6%Q4 2017
ASMLAsml Holding NV$65.2M3.98%0.01%+74.6%Q1 2024
SNSharkNinja, Inc.$63.2M3.86%0.29%Not reportedQ3 2024
HDBHDFC Bank Ltd$35.4M2.16%0.01%Not reportedQ2 2025
Q1 2026Reported May 7, 20269 positions
AVGOBroadcom Inc.$374M22.87%0.03%+0.1%Q1 2024
AMZNAmazon Com Inc$317M19.39%0.01%Not reportedQ3 2020
MSFTMicrosoft Corp$311M19.04%0.01%+0.3%Q4 2017
SPGIS&P Global Inc.$212M12.98%0.17%+0.1%Q4 2017
IBNIcici Bank Ltd$204M12.50%Not reportedNot reportedQ1 2020
SHWSherwin Williams Co$114M6.94%0.14%-10.5%Q4 2017
SNSharkNinja, Inc.$44M2.69%0.29%Not reportedQ3 2024
HDBHDFC Bank Ltd$34.1M2.08%0.01%Not reportedQ2 2025
ASMLAsml Holding NV$24.8M1.51%0.00%Not reportedQ1 2024
Q4 2025Reported Feb 6, 202610 positions
AVGOBroadcom Inc.$418M20.46%0.03%+10.6%Q1 2024
MSFTMicrosoft Corp$406M19.88%0.01%Not reportedQ4 2017
AMZNAmazon Com Inc$351M17.22%0.01%Not reportedQ3 2020
SPGIS&P Global Inc.$260M12.76%0.17%Not reportedQ4 2017
IBNIcici Bank Ltd$235M11.52%Not reportedNot reportedQ1 2020
SHWSherwin Williams Co$128M6.28%0.16%Not reportedQ4 2017
ABTAbbott Laboratories$114M5.58%0.05%Not reportedQ4 2019
HDBHDFC Bank Ltd$50M2.45%0.01%Not reportedQ2 2025
SNSharkNinja, Inc.$46.5M2.28%0.29%Not reportedQ3 2024
INTUIntuit Inc.$32.1M1.57%0.02%Not reportedQ2 2021
Q3 2025Reported Nov 4, 202510 positions
MSFTMicrosoft Corp$434M21.82%0.01%-0.2%Q4 2017
AVGOBroadcom Inc.$360M18.08%0.02%+47.7%Q1 2024
AMZNAmazon Com Inc$334M16.79%0.01%+4.1%Q3 2020
SPGIS&P Global Inc.$243M12.18%0.16%+13.6%Q4 2017
IBNIcici Bank Ltd$239M11.98%Not reported+0.8%Q1 2020
SHWSherwin Williams Co$137M6.88%0.16%Not reportedQ4 2017
ABTAbbott Laboratories$122M6.12%0.05%Not reportedQ4 2019
HDBHDFC Bank Ltd$46.8M2.35%0.01%Not reportedQ2 2025
SNSharkNinja, Inc.$42.8M2.15%0.30%+117.1%Q3 2024
INTUIntuit Inc.$33.1M1.66%0.02%-71.9%Q2 2021
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