Milestone Resources Group portfolio
Concentrated managerType not verifiedPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Nov 4, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Milestone Resources Group reported a $1.5 bn portfolio of 9 positions to the SEC as of the end of Q3 2026. Its largest positions are AVGO, AMZN, IBN. During the quarter it opened Credo Technology Group Holding.
Sections with a free account
What changed this quarter
2 positions with a change (1 new, 1 trimmed). 2 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Microsoft−59%fewer sharesReduced19.2% → 12.0%
- Credo Technology Group Holding+0.9 ppof portfolioNew— → 1.0%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- BroadcomAVGO28.6%
- Amazon.comAMZN25.6%
- Icici BankIBN14.7%
- MicrosoftMSFT12.0%
- Sherwin-williamsSHW7.1%
- SharkninjaSN5.0%
- ASML HoldingASML4.0%
- Hdfc BankHDB2.1%
- Credo Technology Group HoldingCRDO1.0%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Information Technology 46%
- ● Consumer Discretionary 31%
- ● No sector 15%
- ● Materials 7%
- ● Financials 2%
How its portfolio changed (8 quarters)
Q3 2026: 9
Q3 2026: 100%
Q3 2026: 8.2%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified. It meets the portfolio criteria of a concentrated manager, but its type is not verified: we found no official document that is enough to say what kind of entity it is. It may be an investment firm, but also an adviser adding up client accounts, a bank or a family vehicle. It counts in the tallies like the rest; keep that in mind when reading it. How the type is assigned
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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