Long-term investor
Milestones Administradora De Recursos Ltda. @milestonesadministradora
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001912095).
Record
- Tracked since 2025-06-30 (479 days), 51 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +18.2% · 1 year +20.3% · all +20.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 15.2% · long · since 2025-09-30
- AMZN · 13.3% · long · since 2025-09-30
- GOOGL · 11.0% · long · since 2025-09-30
- 369604301 · 10.6% · long · since 2025-09-30
- TSM · 10.4% · long · since 2025-09-30
- LIN · 9.6% · long · since 2025-09-30
- NU · 7.7% · long · since 2025-09-30
- V · 5.5% · long · since 2025-09-30
- AMD · 5.0% · long · since 2025-09-30
- DHR · 3.5% · long · since 2025-09-30
- MCO · 2.5% · long · since 2025-09-30
- MELI · 2.5% · long · since 2025-09-30