Milestones Administradora de Recursos Ltda.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NU HLDGS LTD(NU) | 1,484,000 | 1,867,614 | +383,614 | 20,360,480 | 29,900,500 | 10.47% | +9,540,020 |
| GE AEROSPACE(GE) | 146,725 | 146,725 | 0 | 37,765,548 | 44,137,815 | 15.45% | +6,372,267 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 155,500 | 138,036 | -17,464 | 35,219,195 | 38,552,074 | 13.50% | +3,332,879 |
| ADVANCED MICRO DEVICES INC(AMD) | 21,840 | 39,500 | +17,660 | 3,099,096 | 6,390,705 | 2.24% | +3,291,609 |
| LINDE PLC(LIN) | 14,850 | 14,850 | 0 | 6,967,323 | 7,053,750 | 2.47% | +86,427 |
| BERKSHIRE HATHAWAY INC DEL | 2,080 | 2,080 | 0 | 1,010,402 | 1,045,699 | 0.37% | +35,297 |
| DANAHER CORPORATION(DHR) | 43,370 | 43,370 | 0 | 8,567,310 | 8,598,536 | 3.01% | +31,226 |
| WALDENCAST PLC | 342,999 | 440,415 | +97,416 | 33,271 | 16,295 | 0.01% | -16,976 |
| VISA INC(V) | 7,905 | 7,905 | 0 | 2,806,670 | 2,698,609 | 0.94% | -108,061 |
| S&P GLOBAL INC(SPGI) | 6,355 | 6,355 | 0 | 3,350,928 | 3,093,042 | 1.08% | -257,886 |
| WALDENCAST PLC | 2,200,000 | 2,425,677 | +225,677 | 5,390,000 | 4,802,840 | 1.68% | -587,160 |
| MASTERCARD INCORPORATED(MA) | 2,035 | 0 | -2,035 | 1,143,548 | 0 | — | -1,143,548 |
| CONOCOPHILLIPS(COP) | 30,470 | 15,235 | -15,235 | 2,734,378 | 1,441,079 | 0.50% | -1,293,299 |
| MERCADOLIBRE INC(MELI) | 7,151 | 7,151 | 0 | 18,690,068 | 16,711,458 | 5.85% | -1,978,610 |
| CHEVRON CORP NEW(CVX) | 30,340 | 15,170 | -15,170 | 4,344,385 | 2,355,749 | 0.82% | -1,988,636 |
| MICROSOFT CORP(MSFT) | 98,972 | 89,075 | -9,897 | 49,229,663 | 46,136,396 | 16.15% | -3,093,267 |
| ALPHABET INC(GOOG) | 146,272 | 90,218 | -56,054 | 25,777,515 | 21,931,996 | 7.68% | -3,845,519 |
| MOODYS CORP(MCO) | 19,055 | 6,353 | -12,702 | 9,557,797 | 3,027,077 | 1.06% | -6,530,720 |
| AMAZON COM INC(AMZN) | 256,650 | 217,523 | -39,127 | 56,306,444 | 47,761,525 | 16.72% | -8,544,919 |