Milestones Administradora de Recursos Ltda.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| LINDE PLC(LIN) | 42,870 | 100,633 | +57,763 | 18,279,339 | 49,889,816 | 13.02% | +31,610,477 |
| MICROSOFT CORP(MSFT) | 87,675 | 179,407 | +91,732 | 42,401,384 | 66,411,089 | 17.33% | +24,009,705 |
| VISA INC(V) | 30,081 | 67,626 | +37,545 | 10,549,708 | 20,439,282 | 5.33% | +9,889,574 |
| GE AEROSPACE(GE) | 119,625 | 164,334 | +44,709 | 36,848,089 | 46,633,059 | 12.17% | +9,784,970 |
| ALPHABET INC(GOOG) | 78,606 | 117,659 | +39,053 | 24,603,678 | 33,834,022 | 8.83% | +9,230,344 |
| NU HLDGS LTD(NU) | 1,866,114 | 2,803,164 | +937,050 | 31,238,748 | 40,281,467 | 10.51% | +9,042,719 |
| MOODYS CORP(MCO) | 6,353 | 15,954 | +9,601 | 3,245,430 | 6,959,933 | 1.82% | +3,714,503 |
| DANAHER CORP DEL(DHR) | 43,370 | 70,333 | +26,963 | 9,928,260 | 13,335,137 | 3.48% | +3,406,877 |
| SERVICENOW INC(NOW) | 0 | 23,040 | +23,040 | 0 | 2,408,832 | 0.63% | +2,408,832 |
| ADVANCED MICRO DEVICES INC(AMD) | 44,350 | 51,258 | +6,908 | 9,497,996 | 10,427,415 | 2.72% | +929,419 |
| WALDENCAST PLC | 440,415 | 440,415 | 0 | 17,617 | 15,855 | 0.00% | -1,762 |
| BERKSHIRE HATHAWAY INC DEL | 2,080 | 2,080 | 0 | 1,045,512 | 996,736 | 0.26% | -48,776 |
| S&P GLOBAL INC(SPGI) | 6,355 | 6,355 | 0 | 3,321,059 | 2,703,036 | 0.71% | -618,023 |
| CONOCOPHILLIPS(COP) | 15,235 | 0 | -15,235 | 1,426,148 | 0 | — | -1,426,148 |
| MERCADOLIBRE INC(MELI) | 7,151 | 7,151 | 0 | 14,403,973 | 12,364,222 | 3.23% | -2,039,751 |
| WALDENCAST PLC | 2,425,677 | 2,425,677 | 0 | 4,560,273 | 2,303,665 | 0.60% | -2,256,608 |
| CHEVRON CORP NEW(CVX) | 15,170 | 0 | -15,170 | 2,312,060 | 0 | — | -2,312,060 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 138,036 | 116,200 | -21,836 | 41,947,760 | 39,269,790 | 10.25% | -2,677,970 |
| AMAZON COM INC(AMZN) | 204,480 | 167,455 | -37,025 | 47,198,074 | 34,875,853 | 9.10% | -12,322,221 |