Milestones Administradora de Recursos Ltda.

Est. AUM

$383.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORP	COM	$66.4M	179407	17.33%	SOLE
2	LINDE PLC	SHS	$49.9M	100633	13.02%	SOLE
3	GE AEROSPACE	COM NEW	$46.6M	164334	12.17%	SOLE
4	NU HLDGS LTD	ORD SHS CL A	$40.3M	2803164	10.51%	SOLE
5	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$39.3M	116200	10.25%	SOLE
6	AMAZON COM INC	COM	$34.9M	167455	9.10%	SOLE
7	ALPHABET INC	CAP STK CL A	$33.8M	117659	8.83%	SOLE
8	VISA INC	COM CL A	$20.4M	67626	5.33%	SOLE
9	DANAHER CORP DEL	COM	$13.3M	70333	3.48%	SOLE
10	MERCADOLIBRE INC	COM	$12.4M	7151	3.23%	SOLE
11	ADVANCED MICRO DEVICES INC	COM	$10.4M	51258	2.72%	SOLE
12	MOODYS CORP	COM	$7.0M	15954	1.82%	SOLE
13	S&P GLOBAL INC	COM	$2.7M	6355	0.71%	SOLE
14	SERVICENOW INC	COM	$2.4M	23040	0.63%	SOLE
15	WALDENCAST PLC	CLASS A ORD SHS	$2.3M	2425677	0.60%	SOLE
16	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$997K	2080	0.26%	SOLE
17	WALDENCAST PLC	*W EXP 07/27/202	$16K	440415	0.00%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.