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Milestones Administradora de Recursos Ltda.
Milestones Administradora de Recursos Ltda. is an independent asset manager headquartered in Jaraguá do Sul, Santa Catarina, Brazil. Founded on August 25, 2015, it operates exclusively as a family office for its founding partners. The firm does not serve external clients and does not engage in fund distribution or marketing. Its funds are closed and managed solely for a restricted group of investors, in line with its family office model. The company employs a lean structure focused on private wealth management and regulatory compliance.
Investment Strategy
Milestones Administradora de Recursos Ltda. offers asset management services exclusively for its partners as a family office. Its strategy prioritizes privacy, prudent capital preservation, and personalized wealth planning. The firm’s portfolios consist of long-term, diversified investments tailored to the needs of a small, closed group of investors, without external fundraising or marketing. Its approach emphasizes regulatory rigor, confidentiality, and a selective investment philosophy addressing family governance and bespoke objectives.
Latest 13F Filing Activity
Milestones Administradora de Recursos Ltda. filed their most recent 13F report on Jun 30, 2025 disclosing 19 equity positions with a total 13F market value of $292M. The fund increased holdings in Taiwan Semiconductor MFG LTD, Ge Aerospace, Mercadolibre Inc. among other positions. Milestones Administradora de Recursos Ltda. reduced exposure to Occidental Pete Corp., Thermo Fisher Scientific Inc., Visa Inc. among others.
Top Holdings
Equity Positions (19)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 19.26% | $56.3M | 256,650 | $157.76 | $219.39 | +$6.1M |
M MSFT | MICROSOFT CORP | 16.84% | $49.2M | 98,972 | $298.80 | $497.41 | +$11.3M |
G GE | GE AEROSPACE | 12.92% | $37.8M | 146,725 | $228.38 | $257.39 | +$25.4M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 12.05% | $35.2M | 155,500 | $208.93 | $226.49 | +$26.9M |
| ALPHABET INC | 8.82% | $25.8M | 146,272 | $160.18 | $176.23 | +$10.2M |
Industry Allocation
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