Milestones Administradora de Recursos Ltda. — 13F holdings

Milestones Administradora de Recursos Ltda. reported 18 holdings worth $557M in its 13F filing for Q3 2026, filed October 21, 2026.

Largest positions

1. MSFT MICROSOFT CORP — $84.6M (15.2%)
2. AMZN AMAZON COM INC — $74.1M (13.3%)
3. GOOGL ALPHABET INC — $61.5M (11.0%)
4. GE GE AEROSPACE — $58.9M (10.6%)
5. TSM TAIWAN SEMICONDUCTOR MFG LTD — $58.0M (10.4%)
6. LIN LINDE PLC — $53.5M (9.6%)
7. NU NU HLDGS LTD — $43.0M (7.7%)
8. V VISA INC — $30.8M (5.5%)
9. AMD ADVANCED MICRO DEVICES INC — $28.0M (5.0%)
10. DHR DANAHER CORPORATION — $19.4M (3.5%)