Milestone Resources Group Ltd
- SEC CIK
- 0001708139
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 11, 2026.SEC
- Positions
- 8
- −1 vs. Q1 2026
- Total value
- $1.64B
- +$1.96M (+0.1%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| AVGOBROADCOM INC COM | Stock | 1,208,092 | $456.36M | 27.87% | 00.0% | Unchanged | View |
| AMZNAMAZON COM INC COM | Stock | 1,522,573 | $362.89M | 22.16% | 00.0% | Unchanged | View |
| MSFTMICROSOFT CORP COM | Stock | 841,156 | $313.77M | 19.16% | 00.0% | Unchanged | View |
| IBNICICI BANK LIMITED | ADR | 7,890,422 | $229.06M | 13.99% | 00.0% | Unchanged | View |
| SHWSHERWIN WILLIAMS CO | COM | 323,648 | $111.44M | 6.81% | −30,533−8.6% | Reduced | View |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 32,749 | $65.15M | 3.98% | +13,997+74.6% | Added | View |
| SNSHARKNINJA INC | COM SHS | 415,165 | $63.22M | 3.86% | 00.0% | Unchanged | View |
| HDBHDFC BANK LTD | SPONSORED ADS | 1,369,248 | $35.37M | 2.16% | 00.0% | Unchanged | View |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| SPGIS&P GLOBAL INC COM | Stock | 498,893 | $212.2M | 12.98% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 11, 2026 | 8 | $1.64B | vs. Q1 2026 | SEC |
| Q1 2026 | May 7, 2026 | 9 | $1.64B | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 6, 2026 | 10 | $2.04B | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 4, 2025 | 10 | $1.99B | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 8, 2025 | 13 | $1.92B | vs. Q1 2025 | SEC |
| Q1 2025 | May 9, 2025 | 21 | $1.89B | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 11, 2025 | 26 | $3.02B | vs. Q3 2024 | SEC |
| Q3 2024 | Dec 9, 2024Amended | 28 | $2.87B | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 2, 2024 | 26 | $2.92B | vs. Q1 2024 | SEC |
| Q1 2024 | May 8, 2024 | 27 | $2.84B | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 2, 2024 | 23 | $2.43B | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 9, 2023 | 23 | $2.04B | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 3, 2023 | 22 | $2.05B | vs. Q1 2023 | SEC |
| Q1 2023 | Apr 14, 2023 | 22 | $1.79B | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 3, 2023 | 25 | $1.64B | vs. Q3 2022 | SEC |
| Q3 2022 | Oct 21, 2022 | 25 | $1.59B | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 8, 2022 | 25 | $1.69B | vs. Q1 2022 | SEC |
| Q1 2022 | Apr 26, 2022 | 25 | $2.09B | vs. Q4 2021 | SEC |
| Q4 2021 | Jan 26, 2022 | 26 | $2.44B | vs. Q3 2021 | SEC |
| Q3 2021 | Oct 26, 2021Amended | 26 | $2.21B | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 2, 2021 | 28 | $1.78B | vs. Q1 2021 | SEC |
| Q1 2021 | Apr 30, 2021 | 24 | $1.29B | – | SEC |