Portfolio (Quarterly) Guide ↗

Milestones Administradora de Recursos Ltda.

· CIK 0001912095

13F Portfolio $518M AUM 21 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 9 Added 3 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	NOW	SERVICENOW INC	Technology	23,040	$2.4M	0.63%	SOLD

Sector Allocation

Technology 28.7%

Financial Services 20.2%

Consumer Cyclical 15.7%

Industrials 12.2%

Basic Materials 8.7%

Communication Services 8.2%

Healthcare 5.1%

Energy 1.2%