☆Milestone Resources Group Ltd
Quality Q
0.926
AUM ($M)
1,637
Positions
8
Turnover
0.13
Top-10 wt
100%
Herfindahl
0.191
History (qtrs)
6
Excess Return
—
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Holdings · 9 positions · portfolio value $1,637M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AVGO funds › | BROADCOM INC | HOLD | — | 27.9% | +5.0% | 456.4 | 1,208,092 | +0 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | HOLD | — | 22.2% | +2.8% | 362.9 | 1,522,573 | +0 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | HOLD | — | 19.2% | +0.1% | 313.8 | 841,156 | +0 | 5 | — |
| ☆IBN funds › | ICICI BANK LIMITED | HOLD | — | 14.0% | +1.5% | 229.1 | 7,890,422 | +0 | 5 | — |
| ☆SHW funds › | SHERWIN WILLIAMS CO | TRIM | — | 6.8% | -0.1% | 111.4 | 323,648 | -30,533 | 5 | — |
| ☆ASML funds › | ASML HOLDING N V | ADD | — | 4.0% | +2.5% | 65.2 | 32,749 | +13,997 | 2 | — |
| ☆SN funds › | SHARKNINJA INC | HOLD | — | 3.9% | +1.2% | 63.2 | 415,165 | +0 | 5 | — |
| ☆HDB funds › | HDFC BANK LTD | HOLD | — | 2.2% | +0.1% | 35.4 | 1,369,248 | +0 | 5 | — |
| ☆SPGI funds › | S&P GLOBAL INC | EXIT | — | 0.0% | -13.0% | 0.0 | 0 | -498,893 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 1,637 | 8 | 0.13 | 100% | 0.191 | 0.925 | — | in |
| 2026Q1 | 1,635 | 9 | 0.08 | 100% | 0.165 | 0.950 | — | in |
| 2025Q4 | 2,041 | 10 | 0.04 | 100% | 0.149 | 0.965 | — | in |
| 2025Q3 | 1,991 | 10 | 0.09 | 100% | 0.147 | 0.947 | — | in |
| 2025Q2 | 1,916 | 13 | 0.28 | 99% | 0.136 | 0.795 | — | entered |
| 2025Q1 | 1,888 | 21 | 0.00 | 83% | 0.087 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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