CIK: 0001708139
Total reported value
$1.6B
Reporting period: 2026-03-31 · Number of holdings: 9
Milestone Resources Group Ltd disclosed 9 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.6B and a quarterly turnover rate of 24.8%.
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Milestone Resources Group Ltd's disclosed holdings carry a Herfindahl concentration index of 0.165 — mathematically equivalent to about 6 equally-sized positions, close to its 9 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.74), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 16.2 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Add AVGO
+0.1% -$43.7M
Add AMZN
0.0% -$34.3M
Add IBN
0.0% -$30.8M
Trim MSFT
+0.3% -$94.3M
Add SHW
-10.5% -$14.7M
Add SN
0.0% -$2.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom INC | Stock-Tech | 22.87% | +2.41% | +0.12% | |
| 2 | AMZN | Amazon.com INC | Stock-Consumer Disc | 19.39% | +2.17% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 19.04% | -0.84% | +0.27% | |
| 4 | SPGI | S&p Global INC | Stock-Financials | 12.98% | +0.22% | +0.11% | |
| 5 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 12.50% | +0.98% | — | |
| 6 | SHW | Sherwin-williams Co/the | Stock-Materials | 6.94% | +0.66% | -10.51% | |
| 7 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 2.69% | +0.41% | — | |
| 8 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 2.08% | -0.37% | — | |
| 9 | ASML | ASML Holding N.V. | Stock-Tech | 1.51% | +1.51% | NEW |
Performance for Q3 2026
-2.9%
Performance Last 4 Quarters
-3.9%
Based on 71% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 9 | $1.6B | 25 | |
| 2025-12-31 | 10 | $2.0B | 7 | |
| 2025-09-30 | 10 | $2.0B | 67 | |
| 2025-06-30 | 13 | $1.9B | 0 | |
| 2025-03-31 | 21 | $1.9B | 100 | |
| 2024-12-31 | 26 | $3.0B | 0 | |
| 2024-09-30 | 28 | $2.9B | 0 | |
| 2024-06-30 | 26 | $2.9B | 0 | |
| 2024-03-31 | 27 | $2.8B | 0 | |
| 2023-12-31 | 23 | $2.4B | 0 | |
| 2023-09-30 | 23 | $2.0B | 0 | |
| 2023-06-30 | 22 | $2.0B | 0 | |
| 2023-03-31 | 22 | $1.8B | 0 | |
| 2022-12-31 | 25 | $1.6B | 0 | |
| 2022-09-30 | 25 | $1.6B | 0 | |
| 2022-06-30 | 25 | $1.7B | 0 | |
| 2022-03-31 | 25 | $2.1B | 0 | |
| 2021-12-31 | 26 | $2.4B | 0 | |
| 2021-09-30 | 26 | $2.2B | 0 | |
| 2021-06-30 | 28 | $1.8B | 100 | |
| 2021-03-31 | 24 | $1.3B | 31 | |
| 2020-12-31 | 23 | $1.1B | 100 | |
| 2020-09-30 | 19 | $344.9M | 100 | |
| 2020-06-30 | 12 | $73.4M | 100 | |
| 2020-03-31 | 12 | $750.9M | 15 | |
| 2019-12-31 | 10 | $833.7M | 100 | |
| 2019-09-30 | 1 | — | — | |
| 2019-06-30 | 1 | — | 100 | |
| 2019-03-31 | 1 | $9.8M | 100 | |
| 2018-12-31 | 14 | $1.1B | 13 | |
| 2018-09-30 | 14 | $1.2B | 25 | |
| 2018-06-30 | 12 | $941.0M | 18 | |
| 2018-03-31 | 11 | $831.2M | 21 | |
| 2017-12-31 | 12 | $798.1M | — |
Milestone Resources Group Ltd's most significant position changes for 2026-03-31: Sold out: Abbott Laboratories (ABT); Sold out: Intuit INC (INTU); New buy: ASML Holding N.V. (ASML); Add: Broadcom INC (AVGO) — shares +0.12%; Add: Microsoft CORP (MSFT) — shares +0.27%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom INC | +2.4% | +0.12% | Add |
| 2 | AMZN | Amazon.com INC | +2.2% | — | Unchanged |
| 3 | IBN | Icici Bank Ltd-spon Adr | +1% | — | Unchanged |
| 4 | SHW | Sherwin-williams Co/the | +0.7% | -10.51% | Trim |
| 5 | SN | SharkNinja, Inc. | +0.4% | — | Unchanged |
| 6 | SPGI | S&p Global INC | +0.2% | +0.11% | Add |
| 7 | HDB | Hdfc Bank Ltd-adr | -0.4% | — | Unchanged |
| 8 | MSFT | Microsoft CORP | -0.8% | +0.27% | Add |
| 9 | ABT | Abbott Laboratories | — | EXIT | Sold out |
| 10 | INTU | Intuit INC | — | EXIT | Sold out |
| 11 | ASML | ASML Holding N.V. | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-07 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-06 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-04 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-08 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-09 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-11 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-12-09 | Amendment | View on EDGAR |
| 2024-09-30 | 2024-11-13 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-02 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-08 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-02 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-09 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-03 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-14 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-03 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-21 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-08 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-26 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-26 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-26 | Amendment | View on EDGAR |
| 2021-09-30 | 2021-10-22 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-02 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-30 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-01 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-09 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-10 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-05 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-24 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-08 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-09 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-02 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-25 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-15 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-20 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-18 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-01-11 | 13F-HR | View on EDGAR |
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