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Milestone Resources Group, Ltd.
Rahul Jagtiani · Family Office · Growth
Milestone Resources Group Ltd. is a private investment firm and the family office for the Jagtiani family, the founders of the Dubai-based retail and hospitality conglomerate Landmark Group. Headquartered in Dubai, UAE, and incorporated in the British Virgin Islands, the firm manages the personal wealth and global investment interests of the late billionaire Mukesh "Micky" Jagtiani. The institution gained international attention for its strategic corporate stakes in major retailers and currently manages a multi-billion dollar portfolio primarily concentrated in U.S. technology and financial services equities. The firm operates as a sophisticated investment vehicle that balances long-term capital preservation with high-growth equity strategies.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -0.1% |
| YTD return | -1.0% |
| Sharpe ratio | -2.71 |
| Win rate | 45% |
| AUM | $1.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.landmarkgroup.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AVGO | Broadcom Inc | 26.2% | +3.4% |
| MSFT | Microsoft Corporation | 23.1% | -1.0% |
| AMZN | Amazon.com Inc | 22.1% | +15.1% |
| IBN | ICICI Bank Limited | 12.9% | +0.1% |
| SHW | Sherwin-Williams Co | 6.4% | -2.0% |
| SN | SharkNinja, Inc. | 4.3% | +60.1% |
| ASML | ASML Holding NV ADR | 3.3% | +1.9% |
| HDB | HDFC Bank Limited ADR | 1.8% | -29.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | SELL | SPGI | 10.7% → 0.0% |
| Aug 17, 2026 | BUY | SN | 2.3% → 4.3% |
| Aug 17, 2026 | BUY | IBN | 10.8% → 12.9% |
| Aug 17, 2026 | BUY | HDB | 1.8% → 1.8% |
| Aug 17, 2026 | BUY | MSFT | 18.8% → 23.1% |
Investment Style Analysis
Milestone Resources Group, Ltd. is widely recognized for employing a Growth strategy. As of Sep 4, 2026, the firm oversees approximately $1.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Milestone Resources Group, Ltd. made a significant move by reducing the position in SPGI. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution's investment philosophy is centered on long-term capital appreciation and strategic wealth preservation for the Jagtiani family. It focuses on identifying high-quality, market-leading companies with sustainable growth potential, particularly in the technology, consumer retail, and financial services sectors. The firm employs a disciplined, research-driven approach to build a concentrated portfolio of global blue-chip equities, balancing core long-term holdings with opportunistic strategic investments to navigate various market cycles effectively.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Milestone Resources Group, Ltd..
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Frequently asked questions
How is the simulated portfolio for Milestone Resources Group, Ltd. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Milestone Resources Group, Ltd.'s largest holding?
As of the latest filing, Milestone Resources Group, Ltd.'s top position is Broadcom Inc (AVGO), representing 26.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is Milestone Resources Group, Ltd.'s historical performance and risk profile?
Our simulation indicates a total return of -0.1% with a win rate of 45%. Notably, the portfolio maintains a Sharpe Ratio of -2.71, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Milestone Resources Group, Ltd. primarily invest in?
Milestone Resources Group, Ltd. has a strong preference for the Semiconductors sector, which makes up 26.2% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is Milestone Resources Group, Ltd.'s portfolio concentrated or diversified?
Milestone Resources Group, Ltd. runs a highly concentrated portfolio with 8 disclosed positions. The top 3 holdings alone account for 71.4% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Milestone Resources Group, Ltd. performed in 2026?
Our AI-simulated model portfolio for Milestone Resources Group, Ltd. tracks a Year-to-Date (YTD) return of -1.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Rahul Jagtiani manage Milestone Resources Group, Ltd. directly?
Yes, Rahul Jagtiani serves as the key portfolio manager for Milestone Resources Group, Ltd., overseeing the investment strategy and final capital allocation decisions.