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Milestones Administradora de Recursos Ltda.

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13F filer, CIK 1912095, JARAGUA DO SUL, Brazil

Milestones Administradora de Recursos Ltda. reported $292,354,021 across 19 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-25. Its ten largest share positions make up 91.82% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001912095-25-000004

Period
2025-06-30
Reported value
$292M
Holdings
19
Top 10 weight
91.82%
New
0
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TSMadded+105,360$23.9M
GEadded+84,865$21.8M
MELIadded+3,890$10.2M
GOOGLadded+45,297$7.98M
DHRadded+34,020$6.72M

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
OXYexited-193,820-$9.57M
TMOexited-7,465-$3.71M
Vreduced-7,905-$2.81M
AMZNreduced-7,065-$1.55M
ICEexited-7,450-$1.29M

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 0001912095-25-000004, largest first. % of portfolio is the value over $292,354,021, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,455 shares; 2024Q4: 238,435 shares; 2025Q1: 263,715 shares; 2025Q2: 256,650 shares 256,650$56.3M19.26%-7,065Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,097 shares; 2024Q4: 97,792 shares; 2025Q1: 100,922 shares; 2025Q2: 98,972 shares 98,972$49.2M16.84%-1,950Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,860 shares; 2024Q4: 61,860 shares; 2025Q1: 61,860 shares; 2025Q2: 146,725 shares 146,725$37.8M12.92%+84,865Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,890 shares; 2024Q4: 44,040 shares; 2025Q1: 50,140 shares; 2025Q2: 155,500 shares 155,500$35.2M12.05%+105,360Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,525 shares; 2024Q4: 100,975 shares; 2025Q1: 100,975 shares; 2025Q2: 146,272 shares 146,272$25.8M8.82%+45,297Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,037,500 shares; 2024Q4: 1,384,000 shares; 2025Q1: 1,384,000 shares; 2025Q2: 1,484,000 shares 1,484,000$20.4M6.96%+100,000Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 3,714 shares; 2025Q1: 3,261 shares; 2025Q2: 7,151 shares 7,151$18.7M6.39%+3,890Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 2,680 shares; 2025Q1: 6,055 shares; 2025Q2: 19,055 shares 19,055$9.56M3.27%+13,000Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 3,500 shares; 2025Q1: 9,350 shares; 2025Q2: 43,370 shares 43,370$8.57M2.93%+34,020Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 6,400 shares; 2025Q1: 7,520 shares; 2025Q2: 14,850 shares 14,850$6.97M2.38%+7,330Timeline
MLKMFWALDENCAST PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200,000 shares; 2024Q4: 2,200,000 shares; 2025Q1: 2,200,000 shares; 2025Q2: 2,200,000 shares 2,200,000$5.39M1.84%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,610 shares; 2024Q4: 30,340 shares; 2025Q1: 30,340 shares; 2025Q2: 30,340 shares 30,340$4.34M1.49%0Timeline
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: 2,330 shares; 2024Q4: 4,145 shares; 2025Q1: 6,355 shares; 2025Q2: 6,355 shares 6,355$3.35M1.15%0Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,400 shares; 2025Q1: 21,840 shares; 2025Q2: 21,840 shares 21,840$3.1M1.06%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,560 shares; 2024Q4: 15,810 shares; 2025Q1: 15,810 shares; 2025Q2: 7,905 shares 7,905$2.81M0.96%-7,905Timeline
COPCONOCOPHILLIPSQuarterly 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: 30,470 shares; 2025Q2: 30,470 shares 30,470$2.73M0.94%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,035 shares; 2024Q4: 2,035 shares; 2025Q1: 2,035 shares; 2025Q2: 2,035 shares 2,035$1.14M0.39%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 2,080 shares; 2025Q1: 2,080 shares; 2025Q2: 2,080 shares 2,080$1.01M0.35%0Timeline
WALDWWALDENCAST PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,999 shares; 2024Q4: 342,999 shares; 2025Q1: 342,999 shares; 2025Q2: 342,999 shares 342,999$33.3K0.01%0Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
OXYOCCIDENTAL PETE CORP193,820$9.57Mshares
TMOTHERMO FISHER SCIENTIFIC INC7,465$3.71Mshares
ICEINTERCONTINENTAL EXCHANGE IN7,450$1.29Mshares

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 0001912095-25-000004 base2025-07-25acceptance time not in the bulk data set