SEC 13F Intelligence

Managers / Q1 2026

Milestone Resources Group Ltd

CIK 0001708139 · LEVEL 1 PALM GROVE HOUSE, WICKHAM'S CAY 1, ROAD TOWN TORTOLA · 0097145174479

Reported Value
$1.6B
Q1 2026
Positions
9
Filings on Record
31
2019–present window
Filed
May 7, 2026
original filing

Summary

Milestone Resources Group Ltd reported $1.6B in U.S.-listed holdings across 9 positions for Q1 2026.

The portfolio is heavily concentrated: AVGO alone accounts for 22.9% of reported value.

Compared with Q4 2025, the fund opened 1 new position and exited 2.

Portfolio Metrics

Turnover
+1.3%
vs prior filed quarter
Largest Position
+22.9%
Broadcom
New / Exited
1 / 2
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’19: $10MQ1 ’19Q2 ’19: $0Q3 ’19: $0Q4 ’19: $834MQ1 ’20: $751MQ1 ’20Q2 ’20: $73MQ3 ’20: $345MQ4 ’20: $1.1BQ1 ’21: $1.3BQ1 ’21Q2 ’21: $1.8BQ3 ’21: $2.2BQ4 ’21: $2.4BQ1 ’22: $2.1BQ1 ’22Q2 ’22: $1.7BQ3 ’22: $1.6BQ4 ’22: $1.6BQ1 ’23: $1.8BQ1 ’23Q2 ’23: $2.0BQ3 ’23: $2.0BQ4 ’23: $2.4BQ1 ’24: $2.8BQ1 ’24Q2 ’24: $2.9BQ3 ’24: $2.9BQ4 ’24: $3.0BQ1 ’25: $1.9BQ1 ’25Q2 ’25: $1.9BQ3 ’25: $2.0BQ4 ’25: $2.0BQ1 ’26: $1.6BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 85.4%ADR: 14.6%
  • Common Stock · 85.4% · $1.4B
  • ADR · 14.6% · $238M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ASMLASML HOLDING N VNEW+18.8K18.8K+$25M$25M
ABTABBOTT LABSSOLD OUT−909.3K0−$114M$0
INTUINTUITSOLD OUT−48.5K0−$32M$0
SHWSHERWIN WILLIAMS COTRIMMED−41.6K354.2K−$15M$114M
MSFTMICROSOFT CORPHELD+2.3K841.2K−$94M$311M
AVGOBROADCOM INCHELD+1.4K1.21M−$44M$374M
SPGIS&P GLOBAL INCHELD+560498.9K−$48M$212M
AMZNAMAZON COM INCHELD+01.52M−$34M$317M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

9 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1AVGOBROADCOM INChistory →COM22.87%$374M1.21M
2AMZNAMAZON COM INChistory →COM19.39%$317M1.52M
3MSFTMICROSOFT CORPhistory →COM19.04%$311M841.2K
4SPGIS&P GLOBAL INChistory →COM12.98%$212M498.9K
5IBNICICI BANK LIMITEDhistory →ADR12.50%$204M7.89M
6SHWSHERWIN WILLIAMS COhistory →COM6.94%$114M354.2K
7SNSHARKNINJA INChistory →COM SHS2.69%$44M415.2K
8HDBHDFC BANK LTDhistory →SPONSORED ADS2.08%$34M1.37M
9ASMLASML HOLDING N Vhistory →COM1.51%$25M18.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.6B9May 7, 202613F-HRchanges · EDGAR ↗
Q4 2025$2.0B10Feb 6, 202613F-HRchanges · EDGAR ↗
Q3 2025$2.0B10Nov 4, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.9B13Aug 8, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.9B21May 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$3.0B26Feb 11, 202513F-HRchanges · EDGAR ↗
Q3 2024$2.9B28Dec 9, 2024RESTATEMENTchanges · EDGAR ↗
Q2 2024$2.9B26Aug 2, 202413F-HRchanges · EDGAR ↗
Q1 2024$2.8B27May 8, 202413F-HRchanges · EDGAR ↗
Q4 2023$2.4B23Feb 2, 202413F-HRchanges · EDGAR ↗
Q3 2023$2.0B23Nov 9, 202313F-HRchanges · EDGAR ↗
Q2 2023$2.0B22Aug 3, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.8B22Apr 14, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.6B25Feb 3, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.6B25Oct 21, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.7B25Aug 8, 202213F-HRchanges · EDGAR ↗
Q1 2022$2.1B25Apr 26, 202213F-HRchanges · EDGAR ↗
Q4 2021$2.4B26Jan 26, 202213F-HRchanges · EDGAR ↗
Q3 2021$2.2B26Oct 26, 2021RESTATEMENTchanges · EDGAR ↗
Q2 2021$1.8B28Aug 2, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.3B24Apr 30, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.1B23Feb 1, 202113F-HRchanges · EDGAR ↗
Q3 2020$345M19Oct 9, 202013F-HRchanges · EDGAR ↗
Q2 2020$73M12Aug 10, 202013F-HRchanges · EDGAR ↗
Q1 2020$751M12May 5, 202013F-HRchanges · EDGAR ↗
Q4 2019$834M10Jan 24, 202013F-HRchanges · EDGAR ↗
Q3 2019$01Oct 8, 201913F-HRchanges · EDGAR ↗
Q2 2019$01Aug 9, 201913F-HRchanges · EDGAR ↗
Q1 2019$10M1May 2, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.