Milestone Resources Group Ltd

CIK

1708139

Location

DIFC, C0

Portfolio Value

Mid $1,623,845,302

Diversification

Moderately concentrated

Filing Date

Global Rank

#1,348 / 8,605 ▼ 148 · as of Mar 2026

Top Industry

Semiconductors 23.0%

3Y Alpha vs SPY

-8.9%

Period ended 3 months ago

Filed May 7, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+39.1%

SPY

+76.5%

Annualised alpha

-9.2%

Max drawdown

−20.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

23.0%

+2.4 pts

Top 5

86.7%

+5.0 pts

Top 10

100.0%

0.0 pts

HHI

1,653

Moderately concentrated+160

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	43.7%	$710,055,474	3
Financial Services	27.0%	$439,184,858	3
Consumer Cyclical	22.2%	$361,072,251	2
Basic Materials	7.0%	$113,532,719	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+2,290	841,156	$311,370,716
AVGO	Broadcom Inc.	+1,450	1,208,092	$373,916,554
SPGI	S&P Global Inc.	+560	498,893	$200,756,039
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
SHW	Sherwin Williams Co	−41,604	354,181	$113,532,719
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
ASML	Asml Holding NV	18,752	$24,768,204
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
ABT	Abbott Laboratories	909,318	$113,928,452
INTU	Intuit Inc.	48,454	$32,096,898
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

9 positions · $1,623,845,302 total · as of Mar 31, 2026

All sectors Basic Materials Consumer Cyclical Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Added	1,208,092	+1,450	$373,916,554	−10.5%	23.03%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,522,573	0	$317,106,278	−9.8%	19.53%
MSFT	Microsoft Corp Technology	Added	841,156	+2,290	$311,370,716	−23.2%	19.17%
IBN	Icici Bank Ltd Financial Services	Held	7,890,422	0	$204,361,929	−13.1%	12.59%
SPGI	S&P Global Inc. Financial Services	Added	498,893	+560	$200,756,039	−18.5%	12.36%
SHW	Sherwin Williams Co Basic Materials	Reduced	354,181	-41,604	$113,532,719	−11.5%	6.99%
SN	SharkNinja, Inc. Consumer Cyclical	Held	415,165	0	$43,965,973	−5.4%	2.71%
HDB	Hdfc Bank Ltd Financial Services	Held	1,369,248	0	$34,066,890	−31.9%	2.10%
ASML	Asml Holding NV Technology	NEW	18,752	NEW	$24,768,204	NEW	1.53%