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MELI in the 13F filings

Mercadolibre Inc · CUSIP 58733R102

Sector · Business and payment servicesTheme · Consumer and digital platforms· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Mar 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 18 Apr 2024
Managers listing it
30
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 27 listed it in both
Shares listed
11,392,725
combined, among listed positions
Reported value
$17.2bn
combined, at the quarter end

Among the 93 comparable managers: 15 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing MELI in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

30 of 30 holders

ActionFiling
Baillie Gifford & Co5,036,761$7.6bn5.92%Trimmed-346,4661 May 2024 (the filing on sec.gov)
Capital Research Global Investors2,359,993$3.6bn0.81%Trimmed-267,09014 May 2024 (the filing on sec.gov)
Capital World Investors845,749$1.3bn0.21%Added+95,02914 May 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc771,893$1.2bn0.14%Added+232,78715 May 2024 (the filing on sec.gov)
Fidelity (FMR LLC)740,856$1.1bn0.08%Added+59,9845 Nov 2026 (the filing on sec.gov)
Invesco Ltd398,677$603m0.13%Added+20,31514 May 2024 (the filing on sec.gov)
Janus Henderson Group Ltd368,559$557m0.30%Added+132,02815 May 2024 (the filing on sec.gov)
Artisan Partners LP172,276$260m0.38%Added+29,28513 May 2024 (the filing on sec.gov)
Wellington Management Group LLP102,908$156munder 0.1%Trimmed-20,98915 May 2024 (the filing on sec.gov)
Arrowstreet Capital LP97,169$147m0.14%Added+66,06815 May 2024 (the filing on sec.gov)
Whale Rock Capital Management LLC80,879$122m1.82%Trimmed-26,25815 May 2024 (the filing on sec.gov)
Renaissance Technologies LLC69,901$106m0.17%Trimmed-23,96113 May 2024 (the filing on sec.gov)
Holocene Advisors LP49,471$75m0.27%Trimmed-69,48415 May 2024 (the filing on sec.gov)
D. E. Shaw & Co.43,560$66m0.06%Trimmed-56,33215 May 2024 (the filing on sec.gov)
Maverick Capital Ltd40,765$62m1.16%Added+9,72015 May 2024 (the filing on sec.gov)
ARK Investment Management LLC38,297$58m0.40%Added+2,16818 Apr 2024 (the filing on sec.gov)
Two Sigma Investments LP34,030$51m0.12%Trimmed-8,56815 May 2024 (the filing on sec.gov)
Polen Capital Management LLC33,280$50m0.12%Trimmed-9,90010 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC27,226$41munder 0.1%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Marshall Wace LLP17,811$27munder 0.1%Trimmed-59,80315 May 2024 (the filing on sec.gov)
Discovery Capital Management LLC17,725$27m3.53%Added+13,19015 May 2024 (the filing on sec.gov)
Two Sigma Advisers LP11,800$18munder 0.1%Added+10015 May 2024 (the filing on sec.gov)
Man Group PLC11,290$17munder 0.1%Addedn.a.15 May 2024 (the filing on sec.gov)
Light Street Capital Management LLC9,024$14m3.30%Added+82415 May 2024 (the filing on sec.gov)
Altimeter Capital Management LP6,245$9.4m0.15%Held015 May 2024 (the filing on sec.gov)
Page 1 of 2

What managers have written about MELI

Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.

By writers not tracked in the 13F universe

Their positions are not shown: no 13F filings of theirs are tracked here.

Every letter beside its positions →

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (2)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
37 in Q3 2024 to 26 in Q2 2026

Tracked managers listing it, at least.

0102030402014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
MELI by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20139$946mn.a.n.a.
Q3 20135$1.1bnn.a.n.a.
Q4 20134$974mn.a.n.a.
Q1 20145$913mn.a.n.a.
Q2 20147$1.1bnn.a.n.a.
Q3 20149$1.2bnn.a.n.a.
Q4 201410$1.4bnn.a.n.a.
Q1 20157$1.3bnn.a.n.a.
Q2 20155$1.4bnn.a.n.a.
Q3 20158$1.1bnn.a.n.a.
Q4 20157$1.3bnn.a.n.a.
Q1 20169$1.2bnn.a.n.a.
Q2 201610$1.4bnn.a.n.a.
Q3 201611$1.8bnn.a.n.a.
Q4 201614$2.0bnn.a.n.a.
Q1 201717$2.6bnn.a.n.a.
Q2 201724$3.1bnn.a.n.a.
Q3 201717$3.3bnn.a.n.a.
Q4 201723$4.2bnn.a.n.a.
Q1 201822$5.3bnn.a.n.a.
Q2 201817$4.9bnn.a.n.a.
Q3 201815$5.6bnn.a.n.a.
Q4 201817$4.6bnn.a.n.a.
Q1 201919$9.1bnn.a.n.a.
Q2 201926$11.9bnn.a.n.a.
Q3 201920$10.5bnn.a.n.a.
Q4 201921$10.1bnn.a.n.a.
Q1 202023$7.4bnn.a.n.a.
Q2 202022$15.2bnn.a.n.a.
Q3 202031$15.7bnn.a.n.a.
Q4 202026$23.4bnn.a.n.a.
Q1 202121$20.5bnn.a.n.a.
Q2 202124$20.6bnn.a.n.a.
Q3 202124$22.8bnn.a.n.a.
Q4 202121$18.1bnn.a.n.a.
Q1 202218$13.8bnn.a.n.a.
Q2 202218$7.0bnn.a.n.a.
Q3 202226$9.9bnn.a.n.a.
Q4 202223$9.9bnn.a.n.a.
Q1 202335$16.8bnn.a.n.a.
Q2 202327$14.8bnn.a.n.a.
Q3 202327$15.6bnn.a.n.a.
Q4 202334$18.7bn2014
Q1 202430$17.2bn1515
Q2 202429$20.5bn1911
Q3 202437$26.7bn2512
Q4 202431$22.8bn2015
Q1 202536$26.6bn2613
Q2 202540$34.1bn2020
Q3 202535$30.4bn2017
Q4 202535$28.3bn2623
Q1 202629$23.9bn2724
Q2 202626$22.1bn1925

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

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How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own MELI, latest filings →Back to the 13F Explorer →