Milestone Resources Group Ltd

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 2, 2024), Milestone Resources Group Ltd reported 26 stock positions worth $2.9 billion. Its top holding was Nvidia (NVDA) at 18.6% of the portfolio, followed by Meta Platforms Class A (META, 10.0%) and Alphabet Class A (GOOGL, 9.2%). Compared with Q1 2024, it sold out of 1, added to 4 and reduced 2. The biggest buy was ASML Holding NV-NY Reg SHS (ASML, shares +4703%) and the biggest sale an exit from Accenture Class A (ACN).

Most Recent 13F
Q2 2026
Location
DIFC, C0
CIK
0001708139
Portfolio Value
$2.9B (Q2 2024)
SEC Filing
0001708139-24-000005 ↗ filed Aug 2, 2024

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $2.8B Q1 2024 Q2 2024: $2.9B $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 Q2 2026

Holdings 26 stocks · $2.9B
NVDA Nvidia Corp. 18.57% 4,387,190 $542.0M No change
META Meta Platforms Inc. Class A 9.99% 578,417 $291.6M Add +0.2%
GOOGL Alphabet Inc. Class A 9.23% 1,479,848 $269.6M No change
MSFT Microsoft Corp. 8.71% 568,973 $254.3M No change
IBN Icici Bank Ltd.-Spon ADR 6.43% 6,514,602 $187.7M No change
AMZN Amazon.com Inc. 5.94% 897,775 $173.5M Add +0.3%
TMO Thermo Fisher Scientific Inc. 4.17% 219,989 $121.7M No change
SHW The Sherwin-Williams Co. 4.06% 397,020 $118.5M No change
UNH Unitedhealth Group Inc. 3.93% 225,114 $114.6M Reduce -0.4%
SPGI S&P Global Inc. 3.88% 254,269 $113.4M No change
ADBE Adobe Inc. 3.83% 201,187 $111.8M No change
INTU Intuit Inc. 3.67% 162,878 $107.0M No change
ZTS Zoetis Inc. 3.62% 609,813 $105.7M No change
ABT Abbott Laboratories 3.35% 940,458 $97.7M Add +5.2%
CRM Salesforce Inc. 2.86% 324,479 $83.4M No change
V Visa Inc. Class A 2.83% 315,323 $82.8M No change
MA Mastercard Inc. Class A 2.80% 184,982 $81.6M No change
PYPL PayPal Holdings Inc. 0.70% 349,918 $20.3M No change
ASML ASML Holding NV-NY Reg SHS 0.49% 14,024 $14.3M Add +4702.7%
MTCH Match Group Inc. 0.45% 430,799 $13.1M No change
SNAP Snap Inc. Class A 0.37% 648,699 $10.8M No change
TSLA Tesla Inc. 0.08% 11,320 $2.2M Reduce -11.9%
ARM Arm Holdings PLC-ADR 0.03% 5,970 $977K No change
AVGO Broadcom Inc. 0.01% 215 $345K No change
AMAT Applied Materials Inc. 0.01% 942 $222K No change
LRCX Lam Research Corp. 0.01% 201 $214K No change

Portfolio Sells Q1 2024 → Q2 2024
ACN Accenture PLC Class A Sold out 0.00% −5.17
UNH Unitedhealth Group Inc. Reduce -0.4% 3.93% −0.00
TSLA Tesla Inc. Reduce -11.9% 0.08% −0.00

Portfolio Buys Q1 2024 → Q2 2024
ASML ASML Holding NV-NY Reg SHS Add +4702.7% 0.49% +0.48
AMZN Amazon.com Inc. Add +0.3% 5.94% +0.27
META Meta Platforms Inc. Class A Add +0.2% 9.99% +0.13
ABT Abbott Laboratories Add +5.2% 3.35% −0.23

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