Milestone Resources Group Ltd
- SEC CIK
- 0001708139
- Latest filing
- Aug 11, 2026
Holdings changes from Q2 2024 to Q3 2024
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 2
- Est. +$21.4M
- Added
- 5
- Est. +$117.6M
- Reduced
- 8
- Est. −$297.6M
- Sold out
- 0
Portfolio value went from $2.92B to $2.87B (−$46.2M (−1.6%)); positions from 26 to 28 (+2).
All Q3 2024 holdingsAll Q2 2024 holdings
In the shares, value and % of portfolio columns, the top figure is Q3 2024 and the gray one below is Q2 2024. For stocks that split between the two quarters, Q2 2024 shares are converted at the split ratio before comparing.
| Security | Action | Shares | Share change | Value | Est. bought or sold | % of portfolio | Weight change (pp) |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | ReducedHistory | 3,387,8554,387,190 | −999,335−22.8% | $411.4M$542.0M | −$121.4M | 14.3%18.6% | −4.25 |
| METAMeta Platforms, Inc. | UnchangedHistory | 578,417578,417 | 00.0% | $331.1M$291.6M | $0 | 11.5%10.0% | +1.53 |
| GOOGLAlphabet Inc. | UnchangedHistory | 1,479,8481,479,848 | 00.0% | $245.4M$269.6M | $0 | 8.5%9.2% | −0.69 |
| MSFTMicrosoft Corp | UnchangedHistory | 568,973568,973 | 00.0% | $244.8M$254.3M | $0 | 8.5%8.7% | −0.19 |
| AMZNAmazon Com Inc | AddedHistory | 1,183,916897,775 | +286,141+31.9% | $220.6M$173.5M | +$53.3M | 7.7%5.9% | +1.74 |
| IBNIcici Bank Ltd | ReducedHistory | 6,493,8086,514,602 | −20,794−0.3% | $193.8M$187.7M | −$620.7K | 6.7%6.4% | +0.32 |
| SHWSherwin Williams Co | UnchangedHistory | 397,020397,020 | 00.0% | $151.5M$118.5M | $0 | 5.3%4.1% | +1.22 |
| TMOThermo Fisher Scientific Inc. | ReducedHistory | 219,464219,989 | −525−0.2% | $135.8M$121.7M | −$324.7K | 4.7%4.2% | +0.56 |
| UNHUnitedHealth Group Inc | UnchangedHistory | 225,114225,114 | 00.0% | $131.6M$114.6M | $0 | 4.6%3.9% | +0.65 |
| SPGIS&P Global Inc. | UnchangedHistory | 254,269254,269 | 00.0% | $131.4M$113.4M | $0 | 4.6%3.9% | +0.69 |
| ZTSZoetis Inc. | UnchangedHistory | 609,813609,813 | 00.0% | $119.1M$105.7M | $0 | 4.1%3.6% | +0.53 |
| ABTAbbott Laboratories | UnchangedHistory | 940,458940,458 | 00.0% | $107.2M$97.7M | $0 | 3.7%3.3% | +0.38 |
| ADBEAdobe Inc. | ReducedHistory | 200,512201,187 | −675−0.3% | $103.8M$111.8M | −$349.5K | 3.6%3.8% | −0.21 |
| INTUIntuit Inc. | ReducedHistory | 162,242162,878 | −636−0.4% | $100.8M$107.0M | −$395.0K | 3.5%3.7% | −0.16 |
| CRMSalesforce, Inc. | UnchangedHistory | 324,479324,479 | 00.0% | $88.8M$83.4M | $0 | 3.1%2.9% | +0.23 |
| AVGOBroadcom Inc. | AddedConverted for a 10-for-1 splitHistory | 373,7612,150 | +371,611+17,284.2% | $64.5M$345.0K | +$64.1M | 2.2%<0.1% | +2.23 |
| PYPLPayPal Holdings, Inc. | UnchangedHistory | 349,918349,918 | 00.0% | $27.3M$20.3M | $0 | 1.0%0.7% | +0.25 |
| MTCHMatch Group, Inc. | UnchangedHistory | 430,799430,799 | 00.0% | $16.3M$13.1M | $0 | 0.6%0.4% | +0.12 |
| ASMLASML Holding NV | AddedHistory | 14,11514,024 | +91+0.6% | $11.8M$14.3M | +$75.8K | 0.4%0.5% | −0.08 |
| SNSharkNinja, Inc. | NewHistory | 101,2470 | +101,247 | $11.0M$0 | +$11.0M | 0.4%0.0% | +0.38 |
| BAHBooz Allen Hamilton Holding Corp | NewHistory | 63,5500 | +63,550 | $10.3M$0 | +$10.3M | 0.4%0.0% | +0.36 |
| SNAPSnap Inc | UnchangedHistory | 648,699648,699 | 00.0% | $6.94M$10.8M | $0 | 0.2%0.4% | −0.13 |
| TSLATesla, Inc. | UnchangedHistory | 11,32011,320 | 00.0% | $2.96M$2.24M | $0 | 0.1%0.1% | +0.03 |
| VVisa Inc. | ReducedHistory | 7,761315,323 | −307,562−97.5% | $2.13M$82.8M | −$84.6M | 0.1%2.8% | −2.76 |
| MAMastercard Inc | ReducedHistory | 3,790184,982 | −181,192−98.0% | $1.87M$81.6M | −$89.5M | 0.1%2.8% | −2.73 |
| ARMArm Holdings PLC | ReducedHistory | 2,4255,970 | −3,545−59.4% | $347.0K$977.0K | −$507.3K | <0.1%<0.1% | −0.02 |
| AMATApplied Materials Inc | AddedHistory | 1,334942 | +392+41.6% | $270.0K$222.0K | +$79.3K | <0.1%<0.1% | 0.00 |
| LRCXLam Research Corp | AddedHistory | 289201 | +88+43.8% | $236.0K$214.0K | +$71.9K | <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.