Milestone Resources Group Ltd
- SEC CIK
- 0001708139
- Latest filing
- Aug 11, 2026
Holdings changes from Q1 2021 to Q2 2021
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 4
- Est. +$90.0M
- Added
- 21
- Est. +$244.3M
- Reduced
- 0
- Sold out
- 0
Portfolio value went from $1.29B to $1.78B (+$497.5M (+38.7%)); positions from 24 to 28 (+4).
All Q2 2021 holdingsAll Q1 2021 holdings
In the shares, value and % of portfolio columns, the top figure is Q2 2021 and the gray one below is Q1 2021. For stocks that split between the two quarters, Q1 2021 shares are converted at the split ratio before comparing.
| Security | Action | Shares | Share change | Value | Est. bought or sold | % of portfolio | Weight change (pp) |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | AddedHistory | 66,63761,950 | +4,687+7.6% | $162.7M$127.8M | +$11.4M | 9.1%9.9% | −0.81 |
| MSFTMicrosoft Corp | AddedHistory | 560,686552,077 | +8,609+1.6% | $151.9M$130.2M | +$2.33M | 8.5%10.1% | −1.61 |
| AMZNAmazon Com Inc | AddedHistory | 38,46035,327 | +3,133+8.9% | $132.3M$109.3M | +$10.8M | 7.4%8.5% | −1.08 |
| METAMeta Platforms, Inc. | AddedHistory | 371,705290,347 | +81,358+28.0% | $129.2M$85.5M | +$28.3M | 7.2%6.7% | +0.60 |
| ACNAccenture plc | AddedHistory | 418,722396,500 | +22,222+5.6% | $123.4M$109.5M | +$6.55M | 6.9%8.5% | −1.60 |
| SHWSherwin Williams Co | AddedConverted for a 3-for-1 splitHistory | 398,725328,398 | +70,327+21.4% | $108.6M$80.8M | +$19.2M | 6.1%6.3% | −0.19 |
| ABTAbbott Laboratories | AddedHistory | 899,363813,771 | +85,592+10.5% | $104.3M$97.5M | +$9.92M | 5.8%7.6% | −1.74 |
| PYPLPayPal Holdings, Inc. | AddedHistory | 352,691257,627 | +95,064+36.9% | $102.8M$62.6M | +$27.7M | 5.8%4.9% | +0.90 |
| ADBEAdobe Inc. | AddedHistory | 174,557173,574 | +983+0.6% | $102.2M$82.5M | +$575.7K | 5.7%6.4% | −0.69 |
| SPGIS&P Global Inc. | AddedHistory | 245,026190,460 | +54,566+28.6% | $100.6M$67.2M | +$22.4M | 5.6%5.2% | +0.41 |
| NVDANVIDIA Corp | NewHistory | 111,6850 | +111,685 | $89.4M$0 | +$89.4M | 5.0%0.0% | +5.01 |
| UNHUnitedHealth Group Inc | AddedHistory | 220,969180,495 | +40,474+22.4% | $88.5M$67.2M | +$16.2M | 5.0%5.2% | −0.26 |
| TMOThermo Fisher Scientific Inc. | AddedHistory | 170,471169,216 | +1,255+0.7% | $86.0M$77.2M | +$633.1K | 4.8%6.0% | −1.18 |
| ZTSZoetis Inc. | AddedHistory | 458,237326,912 | +131,325+40.2% | $85.4M$51.5M | +$24.5M | 4.8%4.0% | +0.78 |
| CRMSalesforce, Inc. | AddedHistory | 307,694305,900 | +1,794+0.6% | $75.2M$64.8M | +$438.2K | 4.2%5.0% | −0.83 |
| VVisa Inc. | AddedHistory | 310,161163,128 | +147,033+90.1% | $72.5M$34.5M | +$34.4M | 4.1%2.7% | +1.38 |
| MAMastercard Inc | AddedHistory | 181,095102,329 | +78,766+77.0% | $66.1M$36.4M | +$28.8M | 3.7%2.8% | +0.87 |
| INTUIntuit Inc. | NewHistory | 7300 | +730 | $358.0K$0 | +$358.0K | <0.1%0.0% | +0.02 |
| SNAPSnap Inc | AddedHistory | 4,2311,681 | +2,550+151.7% | $288.0K$88.0K | +$173.6K | <0.1%<0.1% | +0.01 |
| IBNIcici Bank Ltd | UnchangedHistory | 14,12914,129 | 00.0% | $242.0K$226.0K | $0 | <0.1%<0.1% | 0.00 |
| WisdomTree Tr97717X719 | Unchanged– | 3,0963,096 | 00.0% | $209.0K$202.0K | $0 | <0.1%<0.1% | 0.00 |
| BABoeing Co | AddedHistory | 857816 | +41+5.0% | $205.0K$208.0K | +$9.81K | <0.1%<0.1% | 0.00 |
| MTCHMatch Group, Inc. | NewHistory | 1,2000 | +1,200 | $194.0K$0 | +$194.0K | <0.1%0.0% | +0.01 |
| ISRGIntuitive Surgical Inc | NewHistory | 580 | +58 | $53.0K$0 | +$53.0K | <0.1%0.0% | 0.00 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | AddedHistory | 247160 | +87+54.4% | $30.0K$19.0K | +$10.6K | <0.1%<0.1% | 0.00 |
| AAPLApple Inc. | AddedHistory | 216137 | +79+57.7% | $30.0K$17.0K | +$11.0K | <0.1%<0.1% | 0.00 |
| TSLATesla, Inc. | AddedHistory | 3925 | +14+56.0% | $27.0K$17.0K | +$9.69K | <0.1%<0.1% | 0.00 |
| BABAAlibaba Group Holding Ltd | UnchangedHistory | 7373 | 00.0% | $17.0K$17.0K | $0 | <0.1%<0.1% | 0.00 |
Estimated amounts multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares): new positions use this quarter's value and sold-out positions last quarter's; positions reported only as principal (PRN) cannot be estimated. 13F shows only quarter-end holdings, not when trades happened or at what price.