Milestones Administradora de Recursos Ltda.
Net buyer this quarter
$518M
21
+$66.2M
90.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMZN | $67M | 12.94% | 0.00% | +67.9% | Q2 2022 |
 MSFT | $66.2M | 12.79% | 0.00% | -1.1% | Q1 2022 |
 GE | $63.1M | 12.19% | 0.02% | +2.8% | Q3 2024 |
 TSM | $55.7M | 10.75% | 0.00% | +0.3% | Q2 2024 |
 LIN | $44.8M | 8.65% | 0.02% | -14.3% | Q1 2022 |
 NU | $42.1M | 8.14% | Not reported | +12.5% | Q4 2023 |
 GOOGL | $42.1M | 8.12% | 0.00% | 0.0% | Q4 2021 |
 V | $38.7M | 7.47% | 0.01% | +66.8% | Q4 2021 |
 DHR | $26.2M | 5.07% | 0.02% | +95.9% | Q2 2024 |
 AMD | $19.8M | 3.82% | 0.00% | -33.6% | Q1 2024 |
 MCO | $14M | 2.70% | 0.02% | +93.2% | Q2 2024 |
 MELI | $13.7M | 2.64% | 0.02% | +12.7% | Q4 2021 |
 SPGI | $6.45M | 1.25% | 0.01% | +149.2% | Q2 2024 |
 WALD | $4.27M | 0.82% | 30.32% | Not reported | Q3 2022 |
 TPG | $3.07M | 0.59% | Not reported | New | Q2 2026 |
 BRK.B | $2.42M | 0.47% | Not reported | +132.4% | Q4 2021 |
 NVDA | $2.12M | 0.41% | 0.00% | Not reported | Q1 2024 |
 XOM | $2.1M | 0.41% | 0.00% | New | Q2 2026 |
 COP | $1.95M | 0.38% | 0.00% | Not reported | Q1 2025 |
 CVX | $1.94M | 0.38% | 0.00% | Not reported | Q2 2024 |
| WALDW | $20.7K | 0.00% | Not reported | Not reported | Q3 2022 |
| Q1 2026 | |||||
| MSFT | $66.4M | 17.33% | 0.00% | +104.6% | Q1 2022 |
| LIN | $49.9M | 13.02% | 0.02% | +134.7% | Q1 2022 |
| GE | $46.6M | 12.17% | 0.02% | +37.4% | Q3 2024 |
| NU | $40.3M | 10.51% | Not reported | +50.2% | Q4 2023 |
| TSM | $39.3M | 10.25% | 0.00% | -15.8% | Q2 2024 |
| AMZN | $34.9M | 9.10% | 0.00% | -18.1% | Q2 2022 |
| GOOGL | $33.8M | 8.83% | 0.00% | +49.7% | Q4 2021 |
| V | $20.4M | 5.33% | 0.00% | +124.8% | Q4 2021 |
| DHR | $13.3M | 3.48% | 0.01% | +62.2% | Q2 2024 |
| MELI | $12.4M | 3.23% | 0.01% | Not reported | Q4 2021 |
| AMD | $10.4M | 2.72% | 0.00% | +15.6% | Q1 2024 |
| MCO | $6.96M | 1.82% | 0.01% | +151.1% | Q2 2024 |
| SPGI | $2.7M | 0.71% | 0.00% | Not reported | Q2 2024 |
 NOW | $2.41M | 0.63% | 0.00% | New | Q1 2026 |
| WALD | $2.3M | 0.60% | 30.32% | Not reported | Q3 2022 |
| BRK.B | $997K | 0.26% | Not reported | Not reported | Q4 2021 |
| WALDW | $15.9K | 0.00% | Not reported | Not reported | Q3 2022 |
| Q4 2025 | |||||
| AMZN | $47.2M | 15.59% | 0.00% | -6.0% | Q2 2022 |
| MSFT | $42.4M | 14.00% | 0.00% | -1.6% | Q1 2022 |
| TSM | $41.9M | 13.85% | 0.00% | Not reported | Q2 2024 |
| GE | $36.8M | 12.17% | 0.01% | -18.5% | Q3 2024 |
| NU | $31.2M | 10.32% | Not reported | -0.1% | Q4 2023 |
| GOOGL | $24.6M | 8.12% | 0.00% | -12.9% | Q4 2021 |
| LIN | $18.3M | 6.04% | 0.01% | +188.7% | Q1 2022 |
| MELI | $14.4M | 4.76% | 0.01% | Not reported | Q4 2021 |
| V | $10.5M | 3.48% | 0.00% | +280.5% | Q4 2021 |
| DHR | $9.93M | 3.28% | 0.01% | Not reported | Q2 2024 |
| AMD | $9.5M | 3.14% | 0.00% | +12.3% | Q1 2024 |
| WALD | $4.56M | 1.51% | 30.32% | Not reported | Q3 2022 |
| SPGI | $3.32M | 1.10% | 0.00% | Not reported | Q2 2024 |
| MCO | $3.25M | 1.07% | 0.00% | Not reported | Q2 2024 |
| CVX | $2.31M | 0.76% | 0.00% | Not reported | Q2 2024 |
| COP | $1.43M | 0.47% | 0.00% | Not reported | Q1 2025 |
| BRK.B | $1.05M | 0.35% | Not reported | Not reported | Q4 2021 |
| WALDW | $17.6K | 0.01% | Not reported | Not reported | Q3 2022 |
| Q3 2025 | |||||
| AMZN | $47.8M | 16.72% | 0.00% | -15.3% | Q2 2022 |
| MSFT | $46.1M | 16.15% | 0.00% | -10.0% | Q1 2022 |
| GE | $44.1M | 15.45% | 0.01% | Not reported | Q3 2024 |
| TSM | $38.6M | 13.50% | 0.00% | -11.2% | Q2 2024 |
| NU | $29.9M | 10.47% | Not reported | +25.9% | Q4 2023 |
| GOOGL | $21.9M | 7.68% | 0.00% | -38.3% | Q4 2021 |
| MELI | $16.7M | 5.85% | 0.01% | Not reported | Q4 2021 |
| DHR | $8.6M | 3.01% | 0.01% | Not reported | Q2 2024 |
| LIN | $7.05M | 2.47% | 0.00% | Not reported | Q1 2022 |
| AMD | $6.39M | 2.24% | 0.00% | +80.9% | Q1 2024 |
| WALD | $4.8M | 1.68% | 30.32% | +10.3% | Q3 2022 |
| SPGI | $3.09M | 1.08% | 0.00% | Not reported | Q2 2024 |
| MCO | $3.03M | 1.06% | 0.00% | -66.7% | Q2 2024 |
| V | $2.7M | 0.94% | 0.00% | Not reported | Q4 2021 |
| CVX | $2.36M | 0.82% | 0.00% | -50.0% | Q2 2024 |
| COP | $1.44M | 0.50% | 0.00% | -50.0% | Q1 2025 |
| BRK.B | $1.05M | 0.37% | Not reported | Not reported | Q4 2021 |
| WALDW | $16.3K | 0.01% | Not reported | +28.4% | Q3 2022 |