Milestone Resources Group Ltd

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Milestone Resources Group Ltd reported 8 stock positions worth $1.6 billion. Its top holding was Broadcom (AVGO) at 27.9% of the portfolio, followed by Amazon.com (AMZN, 22.2%) and Microsoft (MSFT, 19.2%). Compared with Q1 2026, it sold out of 1, added to 1 and reduced 1. The biggest buy was ASML Holding NV-NY Reg SHS (ASML, shares +75%) and the biggest sale an exit from S&P Global (SPGI).

Most Recent 13F
Q2 2026
Location
DIFC, C0
CIK
0001708139
Portfolio Value
$1.6B (Q2 2026)
SEC Filing
0001708139-26-000010 ↗ filed Aug 11, 2026

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $2.8B Q1 2024 Q2 2024: $2.9B Q2 2024 Q3 2024: $2.9B Q3 2024 Q4 2024: $3.0B Q4 2024 Q1 2025: $1.9B Q1 2025 Q2 2025: $1.9B Q2 2025 Q3 2025: $2.0B Q3 2025 Q4 2025: $2.0B Q4 2025 Q1 2026: $1.6B Q1 2026 Q2 2026: $1.6B $1.6B Q2 2026

Holdings 8 stocks · $1.6B
AVGO Broadcom Inc. 27.87% 1,208,092 $456.4M No change
AMZN Amazon.com Inc. 22.16% 1,522,573 $362.9M No change
MSFT Microsoft Corp. 19.16% 841,156 $313.8M No change
IBN Icici Bank Ltd.-Spon ADR 13.99% 7,890,422 $229.1M No change
SHW The Sherwin-Williams Co. 6.81% 323,648 $111.4M Reduce -8.6%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 3.98% 32,749 $65.2M Add +74.6%
SN Sharkninja Inc. 3.86% 415,165 $63.2M No change
HDB HDFC Bank Ltd.-ADR 2.16% 1,369,248 $35.4M No change

Portfolio Sells Q1 2026 → Q2 2026
SPGI S&P Global Inc. Sold out 0.00% −12.98
SHW The Sherwin-Williams Co. Reduce -8.6% 6.81% −0.14

Portfolio Buys Q1 2026 → Q2 2026
ASML ASML Holding NV-NY Reg SHS Add +74.6% 3.98% +2.46

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 8$1.6BAVGO, AMZN, MSFT, IBN, SHW
Q1 2026 9$1.6BAVGO, AMZN, MSFT, SPGI, IBN
Q4 2025 10$2.0BAVGO, MSFT, AMZN, SPGI, IBN
Q3 2025 10$2.0BMSFT, AVGO, AMZN, SPGI, IBN
Q2 2025 13$1.9BMSFT, AMZN, IBN, SPGI, AVGO
Q1 2025 21$1.9BAMZN, MSFT, IBN, SHW, SPGI
Q4 2024 26$3.0BNVDA, META, AMZN, GOOGL, MSFT
Q3 2024Amended 28$2.9BNVDA, META, GOOGL, MSFT, AMZN
Q2 2024 26$2.9BNVDA, META, GOOGL, MSFT, IBN
Q1 2024 27$2.8BNVDA, META, MSFT, GOOGL, IBN