Basic Stats
Portfolio Value $ 1,915,708
Current Positions 13
Latest Holdings, Performance, AUM (from 13F, 13D)

Milestone Resources Group Ltd has disclosed 13 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 1,915,708 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Milestone Resources Group Ltd’s top holdings are Microsoft Corporation (US:MSFT) , Amazon.com, Inc. (US:AMZN) , ICICI Bank Limited - Depositary Receipt (Common Stock) (US:IBN) , S&P Global Inc. (US:SPGI) , and Broadcom Inc. (US:AVGO) . Milestone Resources Group Ltd’s new positions include HDFC Bank Limited - Depositary Receipt (Common Stock) (US:HDB) , .

Milestone Resources Group Ltd - Portfolio Value
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Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.84 0.42 21.8157 10.5012
0.44 0.23 12.0749 5.2310
0.74 0.20 10.6365 4.2295
7.83 0.26 13.7523 2.9094
0.68 0.05 2.7400 2.7400
0.17 0.14 7.0759 1.7990
1.46 0.32 16.7488 0.6229
0.19 0.02 0.9883 0.1432
0.01 0.01 0.5905 0.0950
0.00 0.00 0.0147 0.0035
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.00 0.00 -5.5171
0.40 0.14 7.0938 -0.2502
0.91 0.12 6.4559 -0.1527
0.00 0.00 -0.1352
0.00 0.00 0.0000 -0.0143
13F and Fund Filings

This form was filed on 2025-08-08 for the reporting period 2025-06-30. Click the link icon to see the full transaction history.

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2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
MSFT / Microsoft Corporation 0.84 47.67 0.42 95.77 21.8157 10.5012
AMZN / Amazon.com, Inc. 1.46 -8.59 0.32 5.26 16.7488 0.6229
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock) 7.83 20.60 0.26 28.92 13.7523 2.9094
SPGI / S&P Global Inc. 0.44 72.53 0.23 79.07 12.0749 5.2310
AVGO / Broadcom Inc. 0.74 2.33 0.20 69.17 10.6365 4.2295
SHW / The Sherwin-Williams Company 0.40 -0.31 0.14 -2.17 7.0938 -0.2502
INTU / Intuit Inc. 0.17 6.08 0.14 36.36 7.0759 1.7990
ABT / Abbott Laboratories 0.91 -3.31 0.12 -0.81 6.4559 -0.1527
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock) 0.68 0.05 2.7400 2.7400
SN / SharkNinja, Inc. 0.19 0.00 0.02 20.00 0.9883 0.1432
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.01 0.00 0.01 22.22 0.5905 0.0950
LRCX / Lam Research Corporation 0.00 0.00 0.00 0.0147 0.0035
AMAT / Applied Materials, Inc. 0.00 0.00 0.00 0.0127 0.0025
META / Meta Platforms, Inc. 0.00 -100.00 0.00 -100.00 -5.5171
ZTS / Zoetis Inc. 0.00 -100.00 0.00 0.0000
UNH / UnitedHealth Group Incorporated 0.00 -100.00 0.00 0.0000
NVDA / NVIDIA Corporation 0.00 -100.00 0.00 0.0000 -0.0143
V / Visa Inc. 0.00 -100.00 0.00 0.0000
TMO / Thermo Fisher Scientific Inc. 0.00 -100.00 0.00 0.0000
TSLA / Tesla, Inc. 0.00 -100.00 0.00 -100.00 -0.1352
CRM / Salesforce, Inc. 0.00 -100.00 0.00 0.0000
MA / Mastercard Incorporated 0.00 -100.00 0.00 0.0000