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Milestone Resources Group Ltd

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13F filer, CIK 1708139, DIFC, United Arab Emirates

Milestone Resources Group Ltd reported $1,915,708,000 across 13 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-08. Its ten largest share positions make up 99.38% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001708139-25-000005

Period
2025-06-30
Reported value
$1.92B
Holdings
13
Top 10 weight
99.38%
New
1
Sold out
9

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MSFTadded+271,229$135M
SPGIadded+184,427$97.2M
HDBnew+684,624$52.5M
IBNadded+1,337,756$45M
INTUadded+9,862$7.77M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
UNHexited-225,114-$118M
TMOexited-219,464-$109M
METAexited-180,702-$104M
ZTSexited-608,819-$100M
CRMexited-324,479-$87.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001708139-25-000005, largest first. % of portfolio is the value over $1,915,708,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568,973 shares; 2024Q4: 568,973 shares; 2025Q1: 568,973 shares; 2025Q2: 840,202 shares 840,202$418M21.82%+271,229Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183,916 shares; 2024Q4: 1,382,655 shares; 2025Q1: 1,599,991 shares; 2025Q2: 1,462,499 shares 1,462,499$321M16.75%-137,492Timeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,493,808 shares; 2024Q4: 6,493,808 shares; 2025Q1: 6,493,808 shares; 2025Q2: 7,831,564 shares 7,831,564$263M13.75%+1,337,756Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,269 shares; 2024Q4: 254,269 shares; 2025Q1: 254,269 shares; 2025Q2: 438,696 shares 438,696$231M12.07%+184,427Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,761 shares; 2024Q4: 626,384 shares; 2025Q1: 722,378 shares; 2025Q2: 739,218 shares 739,218$204M10.64%+16,840Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,020 shares; 2024Q4: 397,020 shares; 2025Q1: 397,020 shares; 2025Q2: 395,785 shares 395,785$136M7.09%-1,235Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,242 shares; 2024Q4: 162,242 shares; 2025Q1: 162,242 shares; 2025Q2: 172,104 shares 172,104$136M7.08%+9,862Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940,458 shares; 2024Q4: 940,458 shares; 2025Q1: 940,458 shares; 2025Q2: 909,318 shares 909,318$124M6.46%-31,140Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 684,624 shares 684,624$52.5M2.74%newTimeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,247 shares; 2024Q4: 101,247 shares; 2025Q1: 191,247 shares; 2025Q2: 191,247 shares 191,247$18.9M0.99%0Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,115 shares; 2024Q4: 14,115 shares; 2025Q1: 14,115 shares; 2025Q2: 14,115 shares 14,115$11.3M0.59%0Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,890 shares; 2025Q1: 2,890 shares; 2025Q2: 2,890 shares 2,890$281K0.01%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 1,334 shares; 2025Q1: 1,334 shares; 2025Q2: 1,334 shares 1,334$244K0.01%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
UNHUNITEDHEALTH GROUP INC225,114$118Mshares
TMOTHERMO FISHER SCIENTIFIC INC219,464$109Mshares
METAMETA PLATFORMS INC180,702$104Mshares
ZTSZOETIS INC608,819$100Mshares
CRMSALESFORCE INC324,479$87.1Mshares
VVISA INC7,761$2.72Mshares
TSLATESLA INC9,852$2.55Mshares
MAMASTERCARD INCORPORATED3,790$2.08Mshares
NVDANVIDIA CORPORATION2,492$270Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001708139-25-000005 base2025-08-08acceptance time not in the bulk data set