Milestone Resources Group Ltd

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Milestone Resources Group Ltd reported 9 stock positions worth $1.6 billion. Its top holding was Broadcom (AVGO) at 22.9% of the portfolio, followed by Amazon.com (AMZN, 19.4%) and Microsoft (MSFT, 19.0%). Compared with Q4 2025, it opened 1 new position, sold out of 2, added to 3 and reduced 1. The biggest buy was Broadcom (AVGO, shares +0%) and the biggest sale an exit from Abbott Laboratories (ABT).

Most Recent 13F
Q2 2026
Location
DIFC, C0
CIK
0001708139
Portfolio Value
$1.6B (Q1 2026)
SEC Filing
0001708139-26-000007 ↗ filed May 7, 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 $1.6B Q1 2026 Q2 2026: $1.6B Q2 2026

Holdings 9 stocks · $1.6B
AVGO Broadcom Inc. 22.87% 1,208,092 $373.9M Add +0.1%
AMZN Amazon.com Inc. 19.39% 1,522,573 $317.1M No change
MSFT Microsoft Corp. 19.04% 841,156 $311.4M Add +0.3%
SPGI S&P Global Inc. 12.98% 498,893 $212.2M Add +0.1%
IBN Icici Bank Ltd.-Spon ADR 12.50% 7,890,422 $204.4M No change
SHW The Sherwin-Williams Co. 6.94% 354,181 $113.5M Reduce -10.5%
SN Sharkninja Inc. 2.69% 415,165 $44.0M No change
HDB HDFC Bank Ltd.-ADR 2.08% 1,369,248 $34.1M No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 1.51% 18,752 $24.8M New

Portfolio Sells Q4 2025 → Q1 2026
ABT Abbott Laboratories Sold out 0.00% −5.58
INTU Intuit Inc. Sold out 0.00% −1.57
SHW The Sherwin-Williams Co. Reduce -10.5% 6.94% +0.66

Portfolio Buys Q4 2025 → Q1 2026
AVGO Broadcom Inc. Add +0.1% 22.87% +2.40
ASML ASML Holding NV-NY Reg SHS New 1.51% +1.51
SPGI S&P Global Inc. Add +0.1% 12.98% +0.22
MSFT Microsoft Corp. Add +0.3% 19.04% −0.84

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