Milestone Resources Group Ltd
- SEC CIK
- 0001708139
- Latest filing
- Aug 11, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 8, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 13
- −8 vs. Q1 2025
- Portfolio value
- $1.92B
- +$28.0M (+1.5%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMATApplied Materials Inc | Stock | 1,334 | $244.0K | <0.1% | 00.0% | Unchanged | History |
| LRCXLam Research Corp | Stock | 2,890 | $281.0K | <0.1% | 00.0% | Unchanged | History |
| ASMLASML Holding NV | ADR | 14,115 | $11.3M | 0.6% | 00.0% | Unchanged | History |
| SNSharkNinja, Inc. | COM SHS | 191,247 | $18.9M | 1.0% | 00.0% | Unchanged | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 684,624 | $52.5M | 2.7% | +684,624 | New | History |
| ABTAbbott Laboratories | Stock | 909,318 | $123.7M | 6.5% | −31,140−3.3% | Reduced | History |
| INTUIntuit Inc. | Stock | 172,104 | $135.6M | 7.1% | +9,862+6.1% | Added | History |
| SHWSherwin Williams Co | COM | 395,785 | $135.9M | 7.1% | −1,235−0.3% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 739,218 | $203.8M | 10.6% | +16,840+2.3% | Added | History |
| SPGIS&P Global Inc. | Stock | 438,696 | $231.3M | 12.1% | +184,427+72.5% | Added | History |
| IBNIcici Bank Ltd | ADR | 7,831,564 | $263.5M | 13.8% | +1,337,756+20.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,462,499 | $320.9M | 16.7% | −137,492−8.6% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 840,202 | $417.9M | 21.8% | +271,229+47.7% | Added | History |
Sold out since Q1 2025 (9)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 225,114 | $117.9M | 6.2% | History |
| TMOThermo Fisher Scientific Inc. | Stock | 219,464 | $109.2M | 5.8% | History |
| METAMeta Platforms, Inc. | Stock | 180,702 | $104.1M | 5.5% | History |
| ZTSZoetis Inc. | Stock | 608,819 | $100.2M | 5.3% | History |
| CRMSalesforce, Inc. | Stock | 324,479 | $87.1M | 4.6% | History |
| VVisa Inc. | Stock | 7,761 | $2.72M | 0.1% | History |
| TSLATesla, Inc. | Stock | 9,852 | $2.55M | 0.1% | History |
| MAMastercard Inc | Stock | 3,790 | $2.08M | 0.1% | History |
| NVDANVIDIA Corp | Stock | 2,492 | $270.0K | <0.1% | History |