Milestones Administradora de Recursos Ltda.
CIK
1912095
Location
JARAGUA DO SUL, D5
Portfolio Value
Micro
$47,240,074
Diversification
Diversified
Filing Date
Global Rank
#3,034
/ 8,586
▲ 460
Top Industry
Software - Infrastructure
17.3%
3Y Alpha vs SPY
-3.7%
Period ended 3 months ago
Filed May 12, 2026 · 35d
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+62.4%
SPY
+78.1%
Annualised alpha
-3.7%
Max drawdown
−23.0%
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
16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
17.3%
+1.7 pts
Top 5
63.3%
−2.6 pts
Top 10
93.3%
+1.7 pts
HHI
1,058
Diversified+9
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.9% | $118,517,125 |
| Financial Services | 18.6% | $71,380,451 |
| Basic Materials | 13.0% | $49,889,816 |
| Consumer Cyclical | 12.3% | $47,240,074 |
| Industrials | 12.2% | $46,633,059 |
| Communication Services | 8.8% | $33,834,022 |
| Healthcare | 3.5% | $13,335,136 |
| Consumer Defensive | 0.6% | $2,304,393 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NU | Nu Holdings Ltd. | +937,050 | 2,803,164 | $40,281,466 | |
| MSFT | Microsoft Corp | +91,732 | 179,407 | $66,411,089 | |
| LIN | Linde PLC | +57,763 | 100,633 | $49,889,816 | |
| GE | General Electric Co | +44,709 | 164,334 | $46,633,059 | |
| GOOGL | Alphabet Inc. | +39,053 | 117,659 | $33,834,022 | |
| V | Visa Inc. | +37,545 | 67,626 | $20,439,282 | |
| DHR | Danaher Corp /De/ | +26,963 | 70,333 | $13,335,136 | |
| MCO | Moodys Corp /De/ | +9,601 | 15,954 | $6,959,932 | |
| AMD | Advanced Micro Devices Inc | +6,908 | 51,258 | $10,427,414 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NOW | ServiceNow, Inc. | 23,040 | $2,408,832 | |
| No positions match the current search. | ||||
2 positions ·
$47,240,074 total
· Consumer Cyclical only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 167,455 | $34,875,852 | 73.83% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Held | 7,151 | $12,364,222 | 26.17% |