AI Portfolio Summary
In 2026 Q1, Milestone Resources Group Ltd maintained a portfolio of 11 distinct positions. The most significant new addition to the portfolio was ASML HOLDING N V, which now represents 1.51% of the total fund value. They heavily accumulated shares in BROADCOM INC, increasing their position by 0.1%. Conversely, Milestone Resources Group Ltd completely exited their position in INTUIT.
Total Positions
11
Quarter
2026 Q1
Top Holding
AVGO (22.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-11 of 11
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AVGO
BROADCOM INC
|
Technology | 22.87% | 20.46% |
#1
Prev: #1
|
6.5 | 1,450 | 0.1% |
P
S
|
1,208,092 | $373,917 |
$246.70
+27.5%
|
2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | ||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 19.39% | 17.22% |
#2
1
Prev: #3
|
6.5 | no change | no change |
P
S
|
1,522,573 | $317,106 |
$153.37
+36.8%
|
2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | ||
|
MSFT
MICROSOFT CORP
|
Technology | 19.04% | 19.88% |
#3
1
Prev: #2
|
5.5 | 2,290 | 0.3% |
P
S
|
841,156 | $311,371 |
$163.64
+128.2%
|
2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | ||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 12.98% | 12.76% |
#4
Prev: #4
|
5.0 | 560 | 0.1% |
P
S
|
498,893 | $212,199 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IBN
ICICI BANK LIMI...
|
Financial Services | 12.50% | 11.52% |
#5
Prev: #5
|
5.5 | no change | no change |
P
S
|
7,890,422 | $204,362 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
SHW
SHERWIN WILLIAM...
|
Basic Materials | 6.94% | 6.28% |
#6
Prev: #6
|
3.3 | -41,604 | -10.5% |
P
S
|
354,181 | $113,533 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
SN
SHARKNINJA INC
|
Consumer Cyclical | 2.69% | 2.28% |
#7
2
Prev: #9
|
2.1 | no change | no change |
P
S
|
415,165 | $43,966 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
HDB
HDFC BANK LTD
|
Financial Services | 2.08% | 2.45% |
#8
Prev: #8
|
1.8 | no change | no change |
P
S
|
1,369,248 | $34,067 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
ASML
ASML HOLDING N ...
|
Technology | 1.51% | — |
#9
Prev: #—
|
4.1 | 18,752 | no change |
NEW
|
18,752 | $24,768 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
INTU
INTUIT
|
Technology | 0.00% | 1.57% |
Sold All 😨
(Was: #10) |
0.0 | -48,454 | -100.0% |
CLOSED
|
— | $— | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
ABT
ABBOTT LABS
|
Healthcare | 0.00% | 5.58% |
Sold All 😨
(Was: #7) |
0.0 | -909,318 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 |
Showing 1-11 of 11 holdings