Milestone Resources Group Ltd
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed December 9, 2024), Milestone Resources Group Ltd reported 28 stock positions worth $2.9 billion. Its top holding was Nvidia (NVDA) at 14.3% of the portfolio, followed by Meta Platforms Class A (META, 11.5%) and Alphabet Class A (GOOGL, 8.5%). Compared with Q2 2024, it opened 2 new positions, added to 5 and reduced 8. The biggest buy was Broadcom (AVGO, shares +17284%) and the biggest sale Nvidia (NVDA, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- DIFC, C0
- CIK
- 0001708139
- Portfolio Value
- $2.9B (Q3 2024)
- SEC Filing
- 0001708139-24-000008 ↗ filed Dec 9, 2024
Holdings Value
Holdings 28 stocks · $2.9B
| NVDA Nvidia Corp. | 14.32% | 3,387,855 | $411.4M | Reduce -22.8% |
| META Meta Platforms Inc. Class A | 11.52% | 578,417 | $331.1M | No change |
| GOOGL Alphabet Inc. Class A | 8.54% | 1,479,848 | $245.4M | No change |
| MSFT Microsoft Corp. | 8.52% | 568,973 | $244.8M | No change |
| AMZN Amazon.com Inc. | 7.68% | 1,183,916 | $220.6M | Add +31.9% |
| IBN Icici Bank Ltd.-Spon ADR | 6.75% | 6,493,808 | $193.8M | Reduce -0.3% |
| SHW The Sherwin-Williams Co. | 5.27% | 397,020 | $151.5M | No change |
| TMO Thermo Fisher Scientific Inc. | 4.72% | 219,464 | $135.8M | Reduce -0.2% |
| UNH Unitedhealth Group Inc. | 4.58% | 225,114 | $131.6M | No change |
| SPGI S&P Global Inc. | 4.57% | 254,269 | $131.4M | No change |
| ZTS Zoetis Inc. | 4.15% | 609,813 | $119.1M | No change |
| ABT Abbott Laboratories | 3.73% | 940,458 | $107.2M | No change |
| ADBE Adobe Inc. | 3.61% | 200,512 | $103.8M | Reduce -0.3% |
| INTU Intuit Inc. | 3.51% | 162,242 | $100.8M | Reduce -0.4% |
| CRM Salesforce Inc. | 3.09% | 324,479 | $88.8M | No change |
| AVGO Broadcom Inc. | 2.24% | 373,761 | $64.5M | Add +17284.2% |
| PYPL PayPal Holdings Inc. | 0.95% | 349,918 | $27.3M | No change |
| MTCH Match Group Inc. | 0.57% | 430,799 | $16.3M | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.41% | 14,115 | $11.8M | Add +0.7% |
| SN Sharkninja Inc. | 0.38% | 101,247 | $11.0M | New |
| BAH Booz Allen Hamilton Holdings | 0.36% | 63,550 | $10.3M | New |
| SNAP Snap Inc. Class A | 0.24% | 648,699 | $6.9M | No change |
| TSLA Tesla Inc. | 0.10% | 11,320 | $3.0M | No change |
| V Visa Inc. Class A | 0.07% | 7,761 | $2.1M | Reduce -97.5% |
| MA Mastercard Inc. Class A | 0.07% | 3,790 | $1.9M | Reduce -98.0% |
| ARM Arm Holdings PLC-ADR | 0.01% | 2,425 | $347K | Reduce -59.4% |
| AMAT Applied Materials Inc. | 0.01% | 1,334 | $270K | Add +41.6% |
| LRCX Lam Research Corp. | 0.01% | 289 | $236K | Add +43.8% |
Portfolio Sells Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Reduce -22.8% | 14.32% | −4.25 |
| V Visa Inc. Class A | Reduce -97.5% | 0.07% | −2.76 |
| MA Mastercard Inc. Class A | Reduce -98.0% | 0.07% | −2.73 |
| ADBE Adobe Inc. | Reduce -0.3% | 3.61% | −0.21 |
| INTU Intuit Inc. | Reduce -0.4% | 3.51% | −0.16 |
| ARM Arm Holdings PLC-ADR | Reduce -59.4% | 0.01% | −0.02 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -0.3% | 6.75% | +0.32 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.2% | 4.72% | +0.56 |
Portfolio Buys Q2 2024 → Q3 2024
| AVGO Broadcom Inc. | Add +17284.2% | 2.24% | +2.23 |
| AMZN Amazon.com Inc. | Add +31.9% | 7.68% | +1.74 |
| SN Sharkninja Inc. | New | 0.38% | +0.38 |
| BAH Booz Allen Hamilton Holdings | New | 0.36% | +0.36 |
| AMAT Applied Materials Inc. | Add +41.6% | 0.01% | +0.00 |
| LRCX Lam Research Corp. | Add +43.8% | 0.01% | +0.00 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.7% | 0.41% | −0.08 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $1.6B | AVGO, AMZN, MSFT, IBN, SHW |
| Q1 2026 | 9 | $1.6B | AVGO, AMZN, MSFT, SPGI, IBN |
| Q4 2025 | 10 | $2.0B | AVGO, MSFT, AMZN, SPGI, IBN |
| Q3 2025 | 10 | $2.0B | MSFT, AVGO, AMZN, SPGI, IBN |
| Q2 2025 | 13 | $1.9B | MSFT, AMZN, IBN, SPGI, AVGO |
| Q1 2025 | 21 | $1.9B | AMZN, MSFT, IBN, SHW, SPGI |
| Q4 2024 | 26 | $3.0B | NVDA, META, AMZN, GOOGL, MSFT |
| Q3 2024Amended | 28 | $2.9B | NVDA, META, GOOGL, MSFT, AMZN |
| Q2 2024 | 26 | $2.9B | NVDA, META, GOOGL, MSFT, IBN |
| Q1 2024 | 27 | $2.8B | NVDA, META, MSFT, GOOGL, IBN |