Milestones Administradora de Recursos Ltda.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AMAZON COM INC(AMZN) | 167,455 | 281,149 | +113,694 | 34,875,853 | 67,009,053 | 12.94% | +32,133,200 |
| VISA INC(V) | 67,626 | 112,769 | +45,143 | 20,439,282 | 38,689,916 | 7.47% | +18,250,634 |
| GE AEROSPACE(GE) | 164,334 | 168,857 | +4,523 | 46,633,059 | 63,106,927 | 12.19% | +16,473,868 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 116,200 | 116,534 | +334 | 39,269,790 | 55,653,142 | 10.75% | +16,383,352 |
| DANAHER CORP DEL(DHR) | 70,333 | 137,789 | +67,456 | 13,335,137 | 26,246,049 | 5.07% | +12,910,912 |
| ADVANCED MICRO DEVICES INC(AMD) | 51,258 | 34,059 | -17,199 | 10,427,415 | 19,785,214 | 3.82% | +9,357,799 |
| ALPHABET INC(GOOG) | 117,659 | 117,684 | +25 | 33,834,022 | 42,056,731 | 8.12% | +8,222,709 |
| MOODYS CORP(MCO) | 15,954 | 30,824 | +14,870 | 6,959,933 | 13,960,806 | 2.70% | +7,000,873 |
| S&P GLOBAL INC(SPGI) | 6,355 | 15,835 | +9,480 | 2,703,036 | 6,448,962 | 1.25% | +3,745,926 |
| TPG INC(TPG) | 0 | 75,600 | +75,600 | 0 | 3,065,580 | 0.59% | +3,065,580 |
| NVIDIA CORPORATION(NVDA) | 0 | 10,599 | +10,599 | 0 | 2,120,754 | 0.41% | +2,120,754 |
| EXXON MOBIL CORP | 0 | 15,380 | +15,380 | 0 | 2,102,754 | 0.41% | +2,102,754 |
| WALDENCAST PLC | 2,425,677 | 2,425,677 | 0 | 2,303,665 | 4,269,192 | 0.82% | +1,965,527 |
| CONOCOPHILLIPS(COP) | 0 | 18,760 | +18,760 | 0 | 1,950,290 | 0.38% | +1,950,290 |
| CHEVRON CORPORATION(CVX) | 0 | 11,731 | +11,731 | 0 | 1,944,531 | 0.38% | +1,944,531 |
| NU HLDGS LTD(NU) | 2,803,164 | 3,154,114 | +350,950 | 40,281,467 | 42,138,963 | 8.14% | +1,857,496 |
| BERKSHIRE HATHAWAY INC DEL | 2,080 | 4,833 | +2,753 | 996,736 | 2,418,385 | 0.47% | +1,421,649 |
| MERCADOLIBRE INC(MELI) | 7,151 | 8,056 | +905 | 12,364,222 | 13,674,174 | 2.64% | +1,309,952 |
| WALDENCAST PLC | 440,415 | 440,415 | 0 | 15,855 | 20,655 | 0.00% | +4,800 |
| MICROSOFT CORP(MSFT) | 179,407 | 177,513 | -1,894 | 66,411,089 | 66,215,899 | 12.79% | -195,190 |
| SERVICENOW INC(NOW) | 23,040 | 0 | -23,040 | 2,408,832 | 0 | — | -2,408,832 |
| LINDE PLC(LIN) | 100,633 | 86,282 | -14,351 | 49,889,816 | 44,775,181 | 8.65% | -5,114,635 |