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Midas Edge

13-F holdings, Q3 2026

Milestones Administradora de Recursos Ltda.

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$556.9M
Positions
18
Filed
Data as of

These holdings are as of , 38 days ago.

13-Fs for Q4 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. MSFT$84.6M
    165,029 shares15.2% of the book
  2. AMZN$74.1M
    297,254 shares13.3% of the book
  3. GOOGL$61.5M
    178,688 shares11% of the book
  4. GE$58.9M
    188,457 shares10.6% of the book
  5. TSM$58M
    127,032 shares10.4% of the book
  6. LIN$53.5M
    112,752 shares9.6% of the book
  7. NU$43M
    3,393,059 shares7.7% of the book
  8. V$30.8M
    85,786 shares5.5% of the book
  9. AMD$28M
    45,804 shares5% of the book
  10. DHR$19.4M
    87,608 shares3.5% of the book

What changed this quarter

1 new position and 4 sold out, against Q2 2026. A buy or sell is the change in shares at the Q3 2026 price, with Q2 2026 shares adjusted for stock splits.

Largest buys

  • GOOGL

    ALPHABET INC

    +$21M

    +51.8% shares

  • LIN

    LINDE PLC

    +$12.6M

    +30.7% shares

  • AMD

    ADVANCED MICRO DEVICES INC

    +$7.2M

    +34.5% shares

  • GE

    GE AEROSPACE

    +$6.1M

    +11.6% shares

  • TSM

    TAIWAN SEMICONDUCTOR MANUFAC

    +$4.8M

    +9% shares

Largest sells

  • DHR

    DANAHER CORP DEL

    −$11.1M

    -36.4% shares

  • V

    VISA INC

    −$9.7M

    -23.9% shares

  • SPGI

    S&P GLOBAL INC

    −$6.4M

    Sold out, was 1.2% of the book

  • MSFT

    MICROSOFT CORP

    −$6.4M

    -7% shares

  • XOM

    EXXON MOBIL CORP

    −$2.1M

    Sold out, was 0.41% of the book

What was sold out, by size

  • 4 real positions, 0.25% of the book or more

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.