Milestone Resources Group Ltd
- SEC CIK
- 0001708139
- Latest filing
- Aug 11, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 9, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 21
- −5 vs. Q4 2024
- Portfolio value
- $1.89B
- −$1.14B (−37.6%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMATApplied Materials Inc | Stock | 1,334 | $194.0K | <0.1% | 00.0% | Unchanged | History |
| LRCXLam Research Corp | Stock | 2,890 | $210.0K | <0.1% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 2,492 | $270.0K | <0.1% | −3,394,355−99.9% | Reduced | History |
| MAMastercard Inc | Stock | 3,790 | $2.08M | 0.1% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 9,852 | $2.55M | 0.1% | −1,468−13.0% | Reduced | History |
| VVisa Inc. | Stock | 7,761 | $2.72M | 0.1% | 00.0% | Unchanged | History |
| ASMLASML Holding NV | ADR | 14,115 | $9.35M | 0.5% | 00.0% | Unchanged | History |
| SNSharkNinja, Inc. | COM SHS | 191,247 | $16.0M | 0.8% | +90,000+88.9% | Added | History |
| CRMSalesforce, Inc. | Stock | 324,479 | $87.1M | 4.6% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 162,242 | $99.6M | 5.3% | 00.0% | Unchanged | History |
| ZTSZoetis Inc. | Stock | 608,819 | $100.2M | 5.3% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 180,702 | $104.1M | 5.5% | −397,715−68.8% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 219,464 | $109.2M | 5.8% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 225,114 | $117.9M | 6.2% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 722,378 | $120.9M | 6.4% | +95,994+15.3% | Added | History |
| ABTAbbott Laboratories | Stock | 940,458 | $124.8M | 6.6% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 254,269 | $129.2M | 6.8% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 397,020 | $138.6M | 7.3% | 00.0% | Unchanged | History |
| IBNIcici Bank Ltd | ADR | 6,493,808 | $204.7M | 10.8% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 568,973 | $213.6M | 11.3% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 1,599,991 | $304.4M | 16.1% | +217,336+15.7% | Added | History |
Sold out since Q4 2024 (5)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 1,485,348 | $281.2M | 9.3% | History |
| ADBEAdobe Inc. | Stock | 200,512 | $89.2M | 2.9% | History |
| PYPLPayPal Holdings, Inc. | Stock | 349,918 | $29.9M | 1.0% | History |
| SNAPSnap Inc | Stock | 648,699 | $6.99M | 0.2% | History |
| BAHBooz Allen Hamilton Holding Corp | CL A | 32,250 | $4.15M | 0.1% | History |