Milestones Administradora de Recursos Ltda. has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing, signed by Managing Officer Edward Henrique de Sa, reports ownership of 18 individual securities.
The portfolio is led by NU HLDGS LTD ORD SHS CL A, which accounts for the largest position with 3,393,059 shares. Other significant holdings include Taiwan Semiconductor Manufacturing Sponsored ADS with 127,032 shares, and Waldencast PLC Class A Ord Shs with 3,925,677 shares. The filing indicates that all positions are held in a sole capacity.
Key holdings in the portfolio include:
- NVIDIA Corporation: 28,769 shares
- Advanced Micro Devices Inc: 45,804 shares
- Alphabet Inc Cap Stk Cl A: 178,688 shares
- Visa Inc Com Cl A: 85,786 shares
- Microsoft Corp Com: 165,029 shares
- Amazon Com Inc Com: 297,254 shares
- Berkshire Hathaway Inc Del Cl B: 4,833 shares
- Moody's Corp Com: 30,824 shares
