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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 Dec 2023
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 17 Jan 2024
Managers listing it
34
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 23 listed it in both
Shares listed
11,924,261
combined, among listed positions
Reported value
$18.7bn
combined, at the quarter end

Among the 93 comparable managers: 20 buyers (opened or added shares) and 14 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 Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

34 of 34 holders

ActionFiling
Baillie Gifford & Co5,383,227$8.5bn6.70%Trimmed-648,60526 Jan 2024 (the filing on sec.gov)
Capital Research Global Investors2,627,083$4.1bn1.02%Trimmed-286,46213 Feb 2024 (the filing on sec.gov)
Capital World Investors750,720$1.2bn0.21%Added+88,35913 Feb 2024 (the filing on sec.gov)
Fidelity (FMR LLC)680,872$1.1bn0.08%Added+50,0815 Nov 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc539,106$847m0.11%Trimmed-31,66116 Feb 2024 (the filing on sec.gov)
Invesco Ltd378,362$595m0.14%Added+13,18613 Feb 2024 (the filing on sec.gov)
Janus Henderson Group Ltd236,531$372m0.22%Added+134,82014 Feb 2024 (the filing on sec.gov)
Artisan Partners LP142,991$225m0.35%Trimmed-17,69912 Feb 2024 (the filing on sec.gov)
Wellington Management Group LLP123,897$195munder 0.1%Trimmed-19,01012 Feb 2024 (the filing on sec.gov)
Holocene Advisors LP118,955$187m0.73%Trimmed-10,97114 Feb 2024 (the filing on sec.gov)
Millennium Management LLC107,144$168m0.07%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Whale Rock Capital Management LLC107,137$168m3.01%Added+47,45214 Feb 2024 (the filing on sec.gov)
Voloridge Investment Management LLC105,826$166m0.66%Added+88,39614 Feb 2024 (the filing on sec.gov)
D. E. Shaw & Co.99,892$157m0.14%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Renaissance Technologies LLC93,862$148m0.23%Addedn.a.13 Feb 2024 (the filing on sec.gov)
Marshall Wace LLP77,614$122m0.21%Trimmed-68,05814 Feb 2024 (the filing on sec.gov)
Jane Street Group LLC59,983$94munder 0.1%Addedn.a.15 Feb 2024 (the filing on sec.gov)
Point72 Asset Management LP45,283$71m0.17%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Polen Capital Management LLC43,180$68m0.16%Trimmed-5,30810 May 2024 (the filing on sec.gov)
Two Sigma Investments LP42,598$67m0.15%Added+11,40414 Feb 2024 (the filing on sec.gov)
ARK Investment Management LLC36,129$57m0.34%Trimmed-1,74417 Jan 2024 (the filing on sec.gov)
Arrowstreet Capital LP31,101$49m0.05%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Maverick Capital Ltd31,045$49m0.98%Trimmed-36914 Feb 2024 (the filing on sec.gov)
Walleye Capital LLC22,325$35m0.07%Added+69414 Feb 2024 (the filing on sec.gov)
Two Sigma Advisers LP11,700$18munder 0.1%Addedn.a.14 Feb 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

Q3 2023 to Q4 2023, 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 (3)

Exited (1)

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 →