L3VLUP
Quarter end
30 Jun 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 30 Jul 2025
Managers listing it
40
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 31 listed it in both
Shares listed
13,055,085
combined, among listed positions
Reported value
$34.1bn
combined, at the quarter end

Among the 95 comparable managers: 20 buyers (opened or added shares) and 20 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 Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

40 of 40 holders

ActionFiling
Baillie Gifford & Co3,505,672$9.2bn6.84%Trimmed-278,8056 Aug 2025 (the filing on sec.gov)
Capital Research Global Investors1,756,254$4.6bn0.92%Trimmed-467,89713 Aug 2025 (the filing on sec.gov)
Capital World Investors1,717,470$4.5bn0.65%Added+81,12413 Aug 2025 (the filing on sec.gov)
Fidelity (FMR LLC)1,494,687$3.9bn0.22%Added+143,49814 Aug 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc1,346,203$3.5bn0.40%Trimmed-25,10814 Aug 2025 (the filing on sec.gov)
Arrowstreet Capital LP521,031$1.4bn0.96%Trimmed-25,56413 Aug 2025 (the filing on sec.gov)
Janus Henderson Group Ltd470,521$1.2bn0.60%Added+19,83114 Aug 2025 (the filing on sec.gov)
Invesco Ltd450,466$1.2bn0.20%Trimmed-120,50113 Aug 2025 (the filing on sec.gov)
Wellington Management Group LLP384,542$1.0bn0.18%Added+80,07114 Aug 2025 (the filing on sec.gov)
Artisan Partners LP210,652$551m0.81%Trimmed-8,12812 Aug 2025 (the filing on sec.gov)
Marshall Wace LLP206,119$539m0.61%Added+11,38613 Aug 2025 (the filing on sec.gov)
Durable Capital Partners LP147,984$387m2.93%Added+90,02614 Aug 2025 (the filing on sec.gov)
Jane Street Group LLC106,929$279m0.06%Addedn.a.14 Aug 2025 (the filing on sec.gov)
AllianceBernstein LP104,301$273m0.09%Trimmed-5,47214 Aug 2025 (the filing on sec.gov)
Two Sigma Investments LP85,532$224m0.40%Trimmed-24,69714 Aug 2025 (the filing on sec.gov)
MFS Investment Management75,850$198m0.06%Newnew8 Aug 2025 (the filing on sec.gov)
Whale Rock Capital Management LLC62,562$164m2.27%Added+15,92514 Aug 2025 (the filing on sec.gov)
Polen Capital Management LLC62,189$163m0.50%Trimmed-6,34513 Aug 2025 (the filing on sec.gov)
D. E. Shaw & Co.48,247$126m0.09%Trimmed-83,06814 Aug 2025 (the filing on sec.gov)
Renaissance Technologies LLC47,711$125m0.17%Addedn.a.13 Aug 2025 (the filing on sec.gov)
Altimeter Capital Management LP46,539$122m1.76%Added+43,23914 Aug 2025 (the filing on sec.gov)
AQR Capital Management LLC33,690$87m0.07%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Holocene Advisors LP27,958$73m0.18%Trimmed-42,43514 Aug 2025 (the filing on sec.gov)
ARK Investment Management LLC25,286$66m0.48%Trimmed-3,13930 Jul 2025 (the filing on sec.gov)
Neuberger Berman Group LLC19,281$50munder 0.1%Trimmed-6,08627 Oct 2026 (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

Q1 2025 to Q2 2025, 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.

Exited (0)

No exit shown by a manager’s own filing.

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.

MELI and GOOGL →MELI and AMZN →MELI and GOOG →Choose a stock to compare with MELI →

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 →