Milestone Resources Group Ltd

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Milestone Resources Group Ltd reported 26 stock positions worth $3.0 billion. Its top holding was Nvidia (NVDA) at 15.1% of the portfolio, followed by Meta Platforms Class A (META, 11.2%) and Amazon.com (AMZN, 10.0%). Compared with Q3 2024, it sold out of 2, added to 4 and reduced 2. The biggest buy was Broadcom (AVGO, shares +68%) and the biggest sale Zoetis (ZTS, shares −0%).

Most Recent 13F
Q2 2026
Location
DIFC, C0
CIK
0001708139
Portfolio Value
$3.0B (Q4 2024)
SEC Filing
0001708139-25-000001 ↗ filed Feb 11, 2025

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 $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 · $3.0B
NVDA Nvidia Corp. 15.09% 3,396,847 $456.2M Add +0.3%
META Meta Platforms Inc. Class A 11.20% 578,417 $338.7M No change
AMZN Amazon.com Inc. 10.03% 1,382,655 $303.3M Add +16.8%
GOOGL Alphabet Inc. Class A 9.30% 1,485,348 $281.2M Add +0.4%
MSFT Microsoft Corp. 7.93% 568,973 $239.8M No change
IBN Icici Bank Ltd.-Spon ADR 6.41% 6,493,808 $193.9M No change
AVGO Broadcom Inc. 4.80% 626,384 $145.2M Add +67.6%
SHW The Sherwin-Williams Co. 4.46% 397,020 $135.0M No change
SPGI S&P Global Inc. 4.19% 254,269 $126.6M No change
TMO Thermo Fisher Scientific Inc. 3.78% 219,464 $114.2M No change
UNH Unitedhealth Group Inc. 3.77% 225,114 $113.9M No change
CRM Salesforce Inc. 3.59% 324,479 $108.5M No change
ABT Abbott Laboratories 3.52% 940,458 $106.4M No change
INTU Intuit Inc. 3.37% 162,242 $102.0M No change
ZTS Zoetis Inc. 3.28% 608,819 $99.2M Reduce -0.2%
ADBE Adobe Inc. 2.95% 200,512 $89.2M No change
PYPL PayPal Holdings Inc. 0.99% 349,918 $29.9M No change
SN Sharkninja Inc. 0.33% 101,247 $9.9M No change
ASML ASML Holding NV-NY Reg SHS 0.32% 14,115 $9.8M No change
SNAP Snap Inc. Class A 0.23% 648,699 $7.0M No change
TSLA Tesla Inc. 0.15% 11,320 $4.6M No change
BAH Booz Allen Hamilton Holdings 0.14% 32,250 $4.2M Reduce -49.3%
V Visa Inc. Class A 0.08% 7,761 $2.5M No change
MA Mastercard Inc. Class A 0.07% 3,790 $2.0M No change
AMAT Applied Materials Inc. 0.01% 1,334 $217K No change
LRCX Lam Research Corp. 0.01% 2,890 $209K No change

Portfolio Sells Q3 2024 → Q4 2024
ZTS Zoetis Inc. Reduce -0.2% 3.28% −0.87
MTCH Match Group Inc. Sold out 0.00% −0.57
BAH Booz Allen Hamilton Holdings Reduce -49.3% 0.14% −0.22
ARM Arm Holdings PLC-ADR Sold out 0.00% −0.01

Portfolio Buys Q3 2024 → Q4 2024
AVGO Broadcom Inc. Add +67.6% 4.80% +2.56
AMZN Amazon.com Inc. Add +16.8% 10.03% +2.36
NVDA Nvidia Corp. Add +0.3% 15.09% +0.77
GOOGL Alphabet Inc. Class A Add +0.4% 9.30% +0.76

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