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CIK: 0001708139
Total reported value
$1.6B
$1.6B
10 檔
98.3%
As reported in its official Q3 2025 Form 13F filing, Milestone Resources Group Ltd's tracked investment portfolio stood at $1.6B with 10 total positions.
In Q3 2025, Milestone Resources Group Ltd adopted a defensive or profit-taking posture, trimming 4 positions and completely liquidating 12 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 21.82% | +0.12% | -0.16% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 18.08% | +5.00% | +47.66% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 16.79% | +2.77% | +4.11% | |
| 4 | SPGI | S&p Global Inc | Stock-Financials | 12.18% | -12.98% | EXIT | |
| 5 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 11.98% | +1.49% | +0.75% | |
| 6 | SHW | Sherwin-williams Co/the | Stock-Materials | 6.88% | -0.13% | — | |
| 7 | ABT | Abbott Laboratories | Stock-Healthcare | 6.12% | — | — | |
| 8 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 2.35% | +0.08% | +100.00% | |
| 9 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 2.15% | +1.17% | +117.08% | |
| 10 | INTU | Intuit Inc | Stock-Tech | 1.66% | — | -71.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +11.7% | +47.66% | Add |
| 2 | MSFT | Microsoft CORP | +10.5% | -0.16% | Add |
| 3 | SPGI | S&p Global Inc | +5.3% | +13.59% | Add |
| 4 | SN | SharkNinja, Inc. | +1.3% | +117.08% | Add |
| 5 | IBN | Icici Bank Ltd-spon Adr | +1.1% | +0.75% | Add |
| 6 | AMZN | Amazon.com Inc | +0.7% | +4.11% | Trim |
| 7 | SHW | Sherwin-williams Co/the | -0.5% | — | Trim |
| 8 | ABT | Abbott Laboratories | -0.5% | — | Trim |
| 9 | INTU | Intuit Inc | -3.6% | -71.85% | Trim |
| 10 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 11 | TMO | Thermo Fisher Scientific Inc | — | EXIT | Sold out |
| 12 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 13 | ZTS | Zoetis Inc | — | EXIT | Sold out |
| 14 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 15 | HDB | Hdfc Bank Ltd-adr | — | NEW | New buy |
| 16 | ASML | ASML Holding N.V. | — | EXIT | Sold out |
| 17 | V | Visa Inc-class A Shares | — | EXIT | Sold out |
| 18 | TSLA | Tesla Inc | — | EXIT | Sold out |
| 19 | MA | Mastercard Inc - A | — | EXIT | Sold out |
| 20 | NVDA | Nvidia CORP | — | EXIT | Sold out |
| 21 | LRCX | Lam Research CORP | — | EXIT | Sold out |
| 22 | AMAT | Applied Materials Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Milestone Resources Group Ltd reported a total U.S. public equity portfolio value of $1.6B across 10 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AVGO, AMZN) accounted for 98.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
HDB
市值: $46.8M
Top Position Liquidated / Trimmed
UNH
前期市值: $117.9M
During Q3 2025, Milestone Resources Group Ltd's top holdings by market value included MSFT (21.8%)、AVGO (18.1%)、AMZN (16.8%). The largest single position, MSFT, represented 21.8% of total portfolio value.
In Q3 2025, Milestone Resources Group Ltd made 22 total portfolio adjustments, initiating 1 new buys, adding to 5 positions, trimming 4 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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