☆Milestones Administradora de Recursos Ltda.
Quality Q
0.793
AUM ($M)
518
Positions
21
Turnover
0.13
Top-10 wt
90%
Herfindahl
0.092
History (qtrs)
6
Excess Return
—
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Holdings · 22 positions · portfolio value $518M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 12.9% | +3.8% | 67.0 | 281,149 | +113,694 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 12.8% | -4.5% | 66.2 | 177,513 | -1,894 | 5 | — |
| ☆GE funds › | GE AEROSPACE | ADD | — | 12.2% | +0.0% | 63.1 | 168,857 | +4,523 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | ADD | — | 10.8% | +0.5% | 55.7 | 116,534 | +334 | 5 | — |
| ☆LIN funds › | LINDE PLC | TRIM | — | 8.6% | -4.4% | 44.8 | 86,282 | -14,351 | 5 | — |
| ☆NU funds › | NU HLDGS LTD | ADD | — | 8.1% | -2.4% | 42.1 | 3,154,114 | +350,950 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 8.1% | -0.7% | 42.1 | 117,684 | +25 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 7.5% | +2.1% | 38.7 | 112,769 | +45,143 | 5 | — |
| ☆DHR funds › | DANAHER CORP DEL | ADD | — | 5.1% | +1.6% | 26.2 | 137,789 | +67,456 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | TRIM | — | 3.8% | +1.1% | 19.8 | 34,059 | -17,199 | 5 | — |
| ☆MCO funds › | MOODYS CORP | ADD | — | 2.7% | +0.9% | 14.0 | 30,824 | +14,870 | 5 | — |
| ☆MELI funds › | MERCADOLIBRE INC | ADD | — | 2.6% | -0.6% | 13.7 | 8,056 | +905 | 5 | — |
| ☆SPGI funds › | S&P GLOBAL INC | ADD | — | 1.2% | +0.5% | 6.4 | 15,835 | +9,480 | 5 | — |
| ☆WALD funds › | WALDENCAST PLC | HOLD | — | 0.8% | +0.2% | 4.3 | 2,425,677 | +0 | 5 | — |
| ☆TPG funds › | TPG INC | NEW | — | 0.6% | +0.6% | 3.1 | 75,600 | +75,600 | 1 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 0.5% | +0.2% | 2.4 | 4,833 | +2,753 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | NEW | — | 0.4% | +0.4% | 2.1 | 10,599 | +10,599 | 1 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | NEW | — | 0.4% | +0.4% | 2.1 | 15,380 | +15,380 | 1 | — |
| ☆COP funds › | CONOCOPHILLIPS | NEW | — | 0.4% | +0.4% | 2.0 | 18,760 | +18,760 | 1 | — |
| ☆CVX funds › | CHEVRON CORPORATION | NEW | — | 0.4% | +0.4% | 1.9 | 11,731 | +11,731 | 1 | — |
| ☆CUSIP:G9503X111 funds › | WALDENCAST PLC | HOLD | — | 0.0% | -0.0% | 0.0 | 440,415 | +0 | 5 | — |
| ☆NOW funds › | SERVICENOW INC | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -23,040 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 518 | 21 | 0.13 | 90% | 0.092 | 0.792 | — | in |
| 2026Q1 | 383 | 17 | 0.15 | 93% | 0.106 | 0.768 | — | in |
| 2025Q4 | 303 | 18 | 0.08 | 92% | 0.105 | 0.791 | — | in |
| 2025Q3 | 286 | 18 | 0.09 | 94% | 0.119 | 0.791 | — | in |
| 2025Q2 | 292 | 19 | 0.23 | 92% | 0.117 | 0.567 | — | entered |
| 2025Q1 | 196 | 22 | 0.00 | 85% | 0.128 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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