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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 $517,653,158 across 21 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-24. Its ten largest share positions make up 89.96% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001912095-26-000004

Period
2026-06-30
Reported value
$518M
Holdings
21
Top 10 weight
89.96%
New
5
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMZNadded+113,694$27.1M
Vadded+45,143$15.5M
DHRadded+67,456$12.8M
MCOadded+14,870$6.73M
NUadded+350,950$4.69M

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
AMDreduced-17,199-$9.99M
LINreduced-14,351-$7.45M
NOWexited-23,040-$2.41M
MSFTreduced-1,894-$706K

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 2026

Share positions as resolved from 13F-HR 0001912095-26-000004, largest first. % of portfolio is the value over $517,653,158, 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; 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; 2026Q2: 281,149 shares 281,149$67M12.94%+113,694Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 177,513 shares 177,513$66.2M12.79%-1,894Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 168,857 shares 168,857$63.1M12.19%+4,523Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 116,534 shares 116,534$55.7M10.75%+334Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 86,282 shares 86,282$44.8M8.65%-14,351Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,154,114 shares 3,154,114$42.1M8.14%+350,950Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 117,684 shares 117,684$42.1M8.12%+25Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 112,769 shares 112,769$38.7M7.47%+45,143Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 137,789 shares 137,789$26.2M5.07%+67,456Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 34,059 shares 34,059$19.8M3.82%-17,199Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 30,824 shares 30,824$14M2.7%+14,870Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,056 shares 8,056$13.7M2.64%+905Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 15,835 shares 15,835$6.45M1.25%+9,480Timeline
MLKMFWALDENCAST PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,425,677 shares 2,425,677$4.27M0.82%0Timeline
TPGTPG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 75,600 shares 75,600$3.07M0.59%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,833 shares 4,833$2.42M0.47%+2,753Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,434 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,599 shares 10,599$2.12M0.41%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,380 shares 15,380$2.1M0.41%newTimeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,470 shares; 2025Q2: 30,470 shares; 2025Q3: 15,235 shares; 2025Q4: 15,235 shares; 2026Q1: not reported; 2026Q2: 18,760 shares 18,760$1.95M0.38%newTimeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,610 shares; 2024Q4: 30,340 shares; 2025Q1: 30,340 shares; 2025Q2: 30,340 shares; 2025Q3: 15,170 shares; 2025Q4: 15,170 shares; 2026Q1: not reported; 2026Q2: 11,731 shares 11,731$1.94M0.38%newTimeline
WALDWWALDENCAST PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 440,415 shares 440,415$20.7K<0.01%0Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
NOWSERVICENOW INC23,040$2.41Mshares

How Q2 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 0001912095-26-000004 base2026-07-24acceptance time not in the bulk data set