13F Insight
DOSSIER · 13F-HR · Q2 2026

Milestones Administradora de Recursos Ltda.

$518M in tracked AUM across 21 positions as of Q2 2026.

MA
CIK 0001912095 · last filed Jun 30, 2026
Total AUM
$518M
as of Q2 2026
Holdings
21
—
positions
Whale Score
73
73
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Milestones Administradora de Recursos Ltda. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AMZN
AMAZON COM INC
$67M281K12.9%02
MSFT
MICROSOFT CORP
$66M178K12.8%03
GE
GE AEROSPACE
$63M169K12.2%04
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$56M117K10.8%05
G54950103
LINDE PLC
$45M86K8.6%06
G6683N103
NU HLDGS LTD
$42M3.2M8.1%07
GOOGL
ALPHABET INC
$42M118K8.1%08
V
VISA INC
$39M113K7.5%09
DHR
DANAHER CORP DEL
$26M138K5.1%10
AMD
ADVANCED MICRO DEVICES INC
$20M34K3.8%

Filing history

2026Q2Jun 30
$518M▲ 35.1%
21 positionsView →2026Q1Mar 31
$383M▲ 26.5%
17 positionsView →2025Q4Dec 31
$303M▲ 6.0%
18 positionsView →2025Q3Sep 30
$286M▼ 2.3%
18 positionsView →2025Q2Jun 30
$292M▲ 49.3%
19 positionsLocked2025Q1Mar 31
$196M▼ 0.4%
22 positionsLocked2024Q4Dec 31
$197M▼ 21.6%
22 positionsLocked2024Q3Sep 30
$251M▲ 5.5%
29 positionsLocked2024Q2Jun 30
$238M▲ 27.8%
28 positionsLocked2024Q1Mar 31
$186M▲ 46.1%
20 positionsLocked2023Q4Dec 31
$127M▼ 6.2%
11 positionsLocked2023Q3Sep 30
$136M▼ 3.3%
10 positionsLocked
Showing 12 of 19