Milestone Resources Group Ltd

CIK

1708139

Location

DIFC, C0

Portfolio Value

Small $710,055,474

Diversification

Moderately concentrated

Filing Date

Global Rank

#1,115 / 8,232 ▼ 63

Top Industry

Semiconductors 22.9%

3Y Alpha vs SPY

-10.1%

Period ended 2 months ago

Filed May 7, 2026 · 37d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+36.0%

SPY

+76.5%

Annualised alpha

-10.1%

Max drawdown

−20.3%

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

22.9%

+2.4 pts

Top 5

86.8%

+4.9 pts

Top 10

100.0%

0.0 pts

HHI

1,648

Moderately concentrated+158

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	43.4%	$710,055,474	3
Financial Services	27.6%	$450,627,967	3
Consumer Cyclical	22.1%	$361,072,251	2
Basic Materials	6.9%	$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	$212,199,148
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

3 positions · $710,055,474 total · Technology only · 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%	52.66%
MSFT	Microsoft Corp Technology	Added	841,156	+2,290	$311,370,716	−23.2%	43.85%
ASML	Asml Holding NV Technology	NEW	18,752	NEW	$24,768,204	NEW	3.49%