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Portfolio (Quarterly) Guide ↗

Milestones Administradora de Recursos Ltda.

· CIK 0001912095
13F Portfolio $383M AUM 17 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 9 Added 2 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NOW SERVICENOW INC Technology 23,040.0 $2.4M 0.63% NEW $104.55 -9.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.6%
Financial Services 18.4%
Basic Materials 13.1%
Consumer Cyclical 12.4%
Industrials 12.2%
Communication Services 8.9%
Healthcare 3.5%