Milestones Administradora De Recursos Ltda. Top Holdings and 13F Report (2024) About Milestones Administradora De Recursos Ltda.Investment ActivityMilestones Administradora De Recursos Ltda. has $250.97 million in total holdings as of September 30, 2024.Milestones Administradora De Recursos Ltda. owns shares of 29 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 21.58% of the portfolio was purchased this quarter.About 15.45% of the portfolio was sold this quarter.This quarter, Milestones Administradora De Recursos Ltda. has purchased 28 new stocks and bought additional shares in 11 stocks.Milestones Administradora De Recursos Ltda. sold shares of 6 stocks and completely divested from 3 stocks this quarter.Largest Holdings Amazon.com $53,188,830Microsoft $52,108,039NU $27,811,875Alphabet $24,301,171General Electric $11,665,559 Largest New Holdings this Quarter General Electric $11,665,559 HoldingCanadian Pacific Kansas City $5,068,245 HoldingApplied Materials $2,616,548 HoldingMastercard $1,004,883 Holding Largest Purchases this Quarter General Electric 61,860 shares (about $11.67M)Microsoft 23,305 shares (about $10.03M)Eaton 17,920 shares (about $5.94M)Occidental Petroleum 105,560 shares (about $5.44M)Canadian Pacific Kansas City 59,250 shares (about $5.07M) Largest Sales this Quarter Amazon.com 60,000 shares (about $11.18M)Alphabet 47,310 shares (about $7.85M)MercadoLibre 3,800 shares (about $7.80M)Thermo Fisher Scientific 7,460 shares (about $4.61M)NU 241,000 shares (about $3.29M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMilestones Administradora De Recursos Ltda. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$53,188,830$11,179,800 ▼-17.4%285,45521.2%Retail/WholesaleMSFTMicrosoft$52,108,039$10,028,141 ▲23.8%121,09720.8%Computer and TechnologyNUNU$27,811,875$3,289,650 ▼-10.6%2,037,50011.1%Business ServicesGOOGLAlphabet$24,301,171$7,846,363 ▼-24.4%146,5259.7%Computer and TechnologyGEGeneral Electric$11,665,559$11,665,559 ▲New Holding61,8604.6%TransportationTSMTaiwan Semiconductor Manufacturing$9,359,076$3,782,532 ▲67.8%53,8903.7%Computer and TechnologyOXYOccidental Petroleum$9,035,993$5,440,563 ▲151.3%175,3203.6%Oils/EnergyWALDWaldencast$8,008,000$728,000 ▲10.0%2,200,0003.2%Consumer StaplesETNEaton$7,804,086$5,939,405 ▲318.5%23,5463.1%Industrial ProductsCVXChevron$7,011,525$2,910,055 ▲71.0%47,6102.8%Oils/EnergyVVisa$6,477,822$1,374,750 ▲26.9%23,5602.6%Business ServicesCPCanadian Pacific Kansas City$5,068,245$5,068,245 ▲New Holding59,2502.0%TransportationTMOThermo Fisher Scientific$4,617,625$4,614,532 ▼-50.0%7,4651.8%MedicalNVDANVIDIA$3,331,585$1,184,040 ▲55.1%27,4341.3%Computer and TechnologyLINDE PLC$3,051,9040.0%6,4001.2%SHSSTNEStoneCo$3,000,7900.0%266,5001.2%Computer and TechnologyAMATApplied Materials$2,616,548$2,616,548 ▲New Holding12,9501.0%Computer and TechnologyMCOMoody's$2,126,163$939,688 ▲79.2%4,4800.8%FinanceDELLDell Technologies$1,706,976$1,469,896 ▲620.0%14,4000.7%Computer and TechnologyMELIMercadoLibre$1,553,334$7,797,449 ▼-83.4%7570.6%Retail/WholesaleAAPLApple$1,346,7400.0%5,7800.5%Computer and TechnologySPGIS&P Global$1,203,7250.0%2,3300.5%Business ServicesICEIntercontinental Exchange$1,196,7680.0%7,4500.5%FinanceMAMastercard$1,004,883$1,004,883 ▲New Holding2,0350.4%Business ServicesBRK.BBerkshire Hathaway$957,3410.0%2,0800.4%FinanceNKENIKE$618,8000.0%7,0000.2%Consumer DiscretionaryDHRDanaher$417,030$417,030 ▼-50.0%1,5000.2%Multi-Sector ConglomeratesBILIBilibili$329,6580.0%14,1000.1%Computer and TechnologyWALDWWaldencast$53,165$1,498 ▲2.9%342,9990.0%Computer and TechnologySGMLSigma Lithium$0$2,150,880 ▼-100.0%00.0%Computer and TechnologyELEstée Lauder Companies$0$851,200 ▼-100.0%00.0%Consumer StaplesKOCoca-Cola$0$636,500 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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