Skip to content
Disclosery

Milestones Administradora de Recursos Ltda.

Follow

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

Milestones Administradora de Recursos Ltda. reported $383,149,209 across 17 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-12. Its ten largest share positions make up 93.26% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001912095-26-000003

Period
2026-03-31
Reported value
$383M
Holdings
17
Top 10 weight
93.26%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MSFTadded+91,732$34M
LINadded+57,763$28.6M
NUadded+937,050$13.5M
GEadded+44,709$12.7M
Vadded+37,545$11.3M

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
AMZNreduced-37,025-$7.71M
TSMreduced-21,836-$7.38M
CVXexited-15,170-$2.31M
COPexited-15,235-$1.43M

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, Q1 2026

Share positions as resolved from 13F-HR 0001912095-26-000003, largest first. % of portfolio is the value over $383,149,209, 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; 2024Q2: restricted; 2024Q3: 121,097 shares; 2024Q4: 97,792 shares; 2025Q1: 100,922 shares; 2025Q2: 98,972 shares; 2025Q3: 89,075 shares; 2025Q4: 87,675 shares; 2026Q1: 179,407 shares 179,407$66.4M17.33%+91,732Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 6,400 shares; 2025Q1: 7,520 shares; 2025Q2: 14,850 shares; 2025Q3: 14,850 shares; 2025Q4: 42,870 shares; 2026Q1: 100,633 shares 100,633$49.9M13.02%+57,763Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,860 shares; 2024Q4: 61,860 shares; 2025Q1: 61,860 shares; 2025Q2: 146,725 shares; 2025Q3: 146,725 shares; 2025Q4: 119,625 shares; 2026Q1: 164,334 shares 164,334$46.6M12.17%+44,709Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,037,500 shares; 2024Q4: 1,384,000 shares; 2025Q1: 1,384,000 shares; 2025Q2: 1,484,000 shares; 2025Q3: 1,867,614 shares; 2025Q4: 1,866,114 shares; 2026Q1: 2,803,164 shares 2,803,164$40.3M10.51%+937,050Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,890 shares; 2024Q4: 44,040 shares; 2025Q1: 50,140 shares; 2025Q2: 155,500 shares; 2025Q3: 138,036 shares; 2025Q4: 138,036 shares; 2026Q1: 116,200 shares 116,200$39.3M10.25%-21,836Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,455 shares; 2024Q4: 238,435 shares; 2025Q1: 263,715 shares; 2025Q2: 256,650 shares; 2025Q3: 217,523 shares; 2025Q4: 204,480 shares; 2026Q1: 167,455 shares 167,455$34.9M9.1%-37,025Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,525 shares; 2024Q4: 100,975 shares; 2025Q1: 100,975 shares; 2025Q2: 146,272 shares; 2025Q3: 90,218 shares; 2025Q4: 78,606 shares; 2026Q1: 117,659 shares 117,659$33.8M8.83%+39,053Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,560 shares; 2024Q4: 15,810 shares; 2025Q1: 15,810 shares; 2025Q2: 7,905 shares; 2025Q3: 7,905 shares; 2025Q4: 30,081 shares; 2026Q1: 67,626 shares 67,626$20.4M5.33%+37,545Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 3,500 shares; 2025Q1: 9,350 shares; 2025Q2: 43,370 shares; 2025Q3: 43,370 shares; 2025Q4: 43,370 shares; 2026Q1: 70,333 shares 70,333$13.3M3.48%+26,963Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 3,714 shares; 2025Q1: 3,261 shares; 2025Q2: 7,151 shares; 2025Q3: 7,151 shares; 2025Q4: 7,151 shares; 2026Q1: 7,151 shares 7,151$12.4M3.23%0Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,400 shares; 2025Q1: 21,840 shares; 2025Q2: 21,840 shares; 2025Q3: 39,500 shares; 2025Q4: 44,350 shares; 2026Q1: 51,258 shares 51,258$10.4M2.72%+6,908Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 2,680 shares; 2025Q1: 6,055 shares; 2025Q2: 19,055 shares; 2025Q3: 6,353 shares; 2025Q4: 6,353 shares; 2026Q1: 15,954 shares 15,954$6.96M1.82%+9,601Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 4,145 shares; 2025Q1: 6,355 shares; 2025Q2: 6,355 shares; 2025Q3: 6,355 shares; 2025Q4: 6,355 shares; 2026Q1: 6,355 shares 6,355$2.7M0.71%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,040 shares 23,040$2.41M0.63%newTimeline
MLKMFWALDENCAST PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,200,000 shares; 2024Q4: 2,200,000 shares; 2025Q1: 2,200,000 shares; 2025Q2: 2,200,000 shares; 2025Q3: 2,425,677 shares; 2025Q4: 2,425,677 shares; 2026Q1: 2,425,677 shares 2,425,677$2.3M0.6%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 2,080 shares; 2025Q1: 2,080 shares; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares; 2025Q4: 2,080 shares; 2026Q1: 2,080 shares 2,080$997K0.26%0Timeline
WALDWWALDENCAST PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342,999 shares; 2024Q4: 342,999 shares; 2025Q1: 342,999 shares; 2025Q2: 342,999 shares; 2025Q3: 440,415 shares; 2025Q4: 440,415 shares; 2026Q1: 440,415 shares 440,415$15.9K<0.01%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
CVXCHEVRON CORPORATION15,170$2.31Mshares
COPCONOCOPHILLIPS15,235$1.43Mshares

How Q1 2026 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 0001912095-26-000003 base2026-05-12acceptance time not in the bulk data set