Milestones Administradora de Recursos Ltda.
Annual return '25
+22.8%
SPY '25
+17.7%
Alpha
+5.0ptsvs SPY
Invested
$383.1M
Holdings
16
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
17.3%
02
$LIN
LINDE PLC
Held since at least Q1 2024
13.0%
03
$GE
GE AEROSPACE
Held since at least Q1 2024
12.2%
04
$NU
NU HLDGS LTD
Held since at least Q1 2024
10.5%
05
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Held since at least Q1 2024
10.2%
06
$AMZN
AMAZON COM INC
Held since at least Q1 2024
9.1%
07
$GOOGL
ALPHABET INC
Held since at least Q1 2024
8.8%
08
$V
VISA INC
Held since at least Q1 2024
5.3%
09
$DHR
DANAHER CORP DEL
Held since at least Q1 2024
3.5%
10
$MELI
MERCADOLIBRE INC
Held since at least Q1 2024
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:40 UTC.