Milestones Administradora de Recursos Ltda.
Top Portfolio Positions
15 positions ·
$382,137,340 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
179,407 | $66,411,089 | 17.38% | |
| LIN |
Linde PLC
Basic Materials
|
100,633 | $49,889,816 | 13.06% | |
| GE |
General Electric Co
Industrials
|
164,334 | $46,633,059 | 12.20% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
2,803,164 | $40,281,466 | 10.54% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
116,200 | $39,269,790 | 10.28% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
167,455 | $34,875,852 | 9.13% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
117,659 | $33,834,022 | 8.85% | |
| V |
Visa Inc.
Financial Services
|
67,626 | $20,439,282 | 5.35% | |
| DHR |
Danaher Corp /De/
Healthcare
|
70,333 | $13,335,136 | 3.49% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
7,151 | $12,364,222 | 3.24% |
Portfolio Trend
18 quarters · across all stocks
Holdings in WALD
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,304,393 | 2,425,677 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,560,272 | 2,425,677 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,802,840 | 2,425,677 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,390,000 | 2,200,000 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,600,000 | 2,200,000 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $8,844,000 | 2,200,000 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $8,008,000 | 2,200,000 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $7,180,000 | 2,000,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,000,000 | 2,000,000 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $21,880,000 | 2,000,000 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $18,840,000 | 2,000,000 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $15,460,000 | 2,000,000 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $16,300,000 | 2,000,000 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $18,150,000 | 2,000,000 | Shares | Sole | 2024-05-20 | |
| 2022-09-30 | $20,000,000 | 2,000,000 | Shares | Sole | 2024-05-20 | |
| No 13F history on record for this holder in this stock. | ||||||