Milestones Administradora de Recursos Ltda.: 13F holdings
CIK 19120952026Q2
| Positions | 21 |
|---|
| Reported value | $517.7m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 21 (+4 vs prior quarter) |
|---|
| Reported value | $517.7m (+35.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMZN AMAZON COM INC | 281,149 | $67.0m | 12.9% |
| MSFT MICROSOFT CORP | 177,513 | $66.2m | 12.8% |
| GE GE AEROSPACE | 168,857 | $63.1m | 12.2% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 116,534 | $55.7m | 10.8% |
| LINDE PLC | 86,282 | $44.8m | 8.6% |
| NU HLDGS LTD | 3,154,114 | $42.1m | 8.1% |
| GOOGL ALPHABET INC | 117,684 | $42.1m | 8.1% |
| V VISA INC | 112,769 | $38.7m | 7.5% |
| DHR DANAHER CORP DEL | 137,789 | $26.2m | 5.1% |
| AMD ADVANCED MICRO DEVICES INC | 34,059 | $19.8m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1912095")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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