Latest Milestone Resources Group Ltd Stock Portfolio
Milestone Resources Group Ltd Performance:
2024 Q3: 3.36%YTD: 23.9%2023: 40.77%
Performance for 2024 Q3 is 3.36%, and YTD is 23.9%, and 2023 is 40.77%.
About Milestone Resources Group Ltd and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Milestone Resources Group Ltd reported an equity portfolio of $2.9 Billions as of 30 Sep, 2024.
The top stock holdings of Milestone Resources Group Ltd are NVDA, META, GOOG. The fund has invested 14.3% of it's portfolio in NVIDIA CORPORATION and 11.5% of portfolio in META PLATFORMS INC .
They significantly reduced their stock positions in MASTERCARD INCORPORATED (MA), VISA INC (V) and ARM HOLDINGS PLC ADR. Milestone Resources Group Ltd opened new stock positions in SHARKNINJA INC COMMON STOCK and BOOZ ALLEN HAMILTON HOLDING CORP (BAH). The fund showed a lot of confidence in some stocks as they added substantially to BROADCOM INC (AVGO), LAM RESEARCH CORP COMMON STOCK USD 0.001 (LRCX) and APPLIED MATLS INC (AMAT).
The top stock holdings of Milestone Resources Group Ltd are NVDA, META, GOOG. The fund has invested 14.3% of it's portfolio in NVIDIA CORPORATION and 11.5% of portfolio in META PLATFORMS INC .
They significantly reduced their stock positions in MASTERCARD INCORPORATED (MA), VISA INC (V) and ARM HOLDINGS PLC ADR. Milestone Resources Group Ltd opened new stock positions in SHARKNINJA INC COMMON STOCK and BOOZ ALLEN HAMILTON HOLDING CORP (BAH). The fund showed a lot of confidence in some stocks as they added substantially to BROADCOM INC (AVGO), LAM RESEARCH CORP COMMON STOCK USD 0.001 (LRCX) and APPLIED MATLS INC (AMAT).
Milestone Resources Group Ltd Annual Return Estimates Vs S&P 500
Our best estimate is that Milestone Resources Group Ltd made a return of 3.36% in the last quarter. In trailing 12 months, it's portfolio return was 39.17%.
New Buys
| Ticker | $ Bought |
|---|---|
| sharkninja inc common stock | 11,007,000 |
| booz allen hamilton holding corp | 10,343,000 |
New stocks bought by Milestone Resources Group Ltd
Additions
| Ticker | % Inc. |
|---|---|
| broadcom inc | 17,284 |
| lam research corp common stock usd 0.001 | 43.78 |
| applied matls inc | 41.61 |
| amazon com inc | 31.87 |
| asml holding n v | 0.65 |
Additions to existing portfolio by Milestone Resources Group Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| mastercard incorporated | -97.95 |
| visa inc | -97.54 |
| arm holdings plc adr | -59.38 |
| nvidia corporation | -22.78 |
| intuit | -0.39 |
| adobe systems incorporated | -0.34 |
| icici bank limited | -0.32 |
| thermo fisher scientific inc | -0.24 |
Milestone Resources Group Ltd reduced stake in above stock
Sold off
Sector Distribution
Milestone Resources Group Ltd has about 35.3% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 35.3 |
| Communication Services | 20.9 |
| Healthcare | 17.2 |
| Consumer Cyclical | 7.8 |
| Others | 7.6 |
| Financial Services | 5.7 |
| Basic Materials | 5.3 |
Market Cap. Distribution
Milestone Resources Group Ltd has about 91.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 69.1 |
| LARGE-CAP | 22.8 |
| UNALLOCATED | 7.6 |
Stocks belong to which Index?
About 91.8% of the stocks held by Milestone Resources Group Ltd either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 91.8 |
| Others | 8.2 |
Milestone Resources Group Ltd Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Milestone Resources Group Ltd
Milestone Resources Group Ltd has 28 stocks in it's portfolio. About 76.5% of the portfolio is in top 10 stocks. GOOG proved to be the most loss making stock for the portfolio. META was the most profitable stock for Milestone Resources Group Ltd last quarter.
Last Reported on: 13 Nov, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ABT | abbott labs | 3.73 | 940,458 | 107,222,000 | unchanged | 0.00 | ||
| ADBE | adobe systems incorporated | 3.61 | 200,512 | 103,821,000 | reduced | -0.34 | ||
| AMAT | applied matls inc | 0.01 | 1,334 | 270,000 | added | 41.61 | ||
| AMZN | amazon com inc | 7.68 | 1,183,920 | 220,599,000 | added | 31.87 | ||
| AVGO | broadcom inc | 2.24 | 373,761 | 64,474,000 | added | 17,284 | ||
| BAH | booz allen hamilton holding corp | 0.36 | 63,550 | 10,343,000 | new | |||
| CRM | salesforce com inc | 3.09 | 324,479 | 88,813,000 | unchanged | 0.00 | ||
| GOOG | alphabet inc | 8.54 | 1,479,850 | 245,433,000 | unchanged | 0.00 | ||
| IBN | icici bank limited | 6.75 | 6,493,810 | 193,840,000 | reduced | -0.32 | ||
| INTU | intuit | 3.51 | 162,242 | 100,752,000 | reduced | -0.39 | ||
| LRCX | lam research corp common stock usd 0.001 | 0.01 | 289 | 236,000 | added | 43.78 | ||
| MA | mastercard incorporated | 0.06 | 3,790 | 1,872,000 | reduced | -97.95 | ||
| META | meta platforms inc | 11.52 | 578,417 | 331,109,000 | unchanged | 0.00 | ||
| MSFT | microsoft corp | 8.52 | 568,973 | 244,829,000 | unchanged | 0.00 | ||
| MTCH | match group inc new | 0.57 | 430,799 | 16,301,000 | unchanged | 0.00 | ||
| NVDA | nvidia corporation | 14.32 | 3,387,860 | 411,421,000 | reduced | -22.78 | ||
| PYPL | paypal hldgs inc | 0.95 | 349,918 | 27,304,000 | unchanged | 0.00 | ||
| SHW | sherwin williams co | 5.27 | 397,020 | 151,531,000 | unchanged | 0.00 | ||
| SNAP | snap inc | 0.24 | 648,699 | 6,941,000 | unchanged | 0.00 | ||
| SPGI | s&p global inc | 4.57 | 254,269 | 131,360,000 | unchanged | 0.00 | ||