Milestone Resources Group Ltd
Long book
$1.64B
Q1 2026
Positions
9
Top-10 weight
100%
concentration
Last quarter
+13.5%
SPY +14.8%
Turnover
27%
of book per quarter
Strategy in plain words
auto-generated from filingsMilestone Resources Group Ltd is a concentrated fundamental stock-picker, running a $1.64B US long book across 9 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: BROADCOM INC, AMAZON.COM INC, MICROSOFT CORP, S&P GLOBAL INC, ICICI BANK LTD-SPON ADR.
Over the last 9 quarters its long book ran on average 2.8pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+6.7%
Q2 2024
+4.0%
Q3 2024
+2.4%
Q4 2024
-8.6%
Q1 2025
+11.1%
Q2 2025
-0.2%
Q3 2025
+0.6%
Q4 2025
-14.8%
Q1 2026
+13.5%
Sector allocation
Technology 49%
Consumer discretionary 31%
Services media 15%
Industrials 5%
Long book by quarter
What does Milestone Resources own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AVGO BROADCOM INC | Technology | 1.2M | $373.9M | 22.9% | +0.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.5M | $317.1M | 19.4% | Held |
| MSFT MICROSOFT CORP | Technology | 841.2K | $311.4M | 19.0% | +0.3% |
| SPGI S&P GLOBAL INC | Services media | 498.9K | $212.2M | 13.0% | +0.1% |
| SHW SHERWIN-WILLIAMS CO/THE | Consumer discretionary | 354.2K | $113.5M | 6.9% | -10.5% |
| SN SHARKNINJA INC | Industrials | 415.2K | $44.0M | 2.7% | Held |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 18.8K | $24.8M | 1.5% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 7, 2026 | 9 | $1.64B | $K fixed canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 6, 2026 | 10 | $2.04B | $K fixed canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 4, 2025 | 10 | $1.99B | $K fixed canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 8, 2025 | 13 | $1.92B | $K fixed canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 9, 2025 | 21 | $1.89B | $K fixed canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 11, 2025 | 26 | $3.02B | $K fixed canonical | SEC ↗ |
| Q3 2024 | 13F-HR/ARESTATEMENT | Dec 9, 2024 | 28 | $2.87B | $K fixed canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 28 | $2.9M | SEC ↗ | |
| Q2 2024 | 13F-HR | Aug 2, 2024 | 26 | $2.92B | $K fixed canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 8, 2024 | 27 | $2.84B | $K fixed canonical | SEC ↗ |
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