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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
30 Sep 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 29 Oct 2025
Managers listing it
35
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 30 listed it in both
Shares listed
13,026,181
combined, among listed positions
Reported value
$30.4bn
combined, at the quarter end

Among the 95 comparable managers: 20 buyers (opened or added shares) and 17 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 Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

35 of 35 holders

ActionFiling
Baillie Gifford & Co3,317,443$7.8bn5.74%Trimmed-188,22931 Oct 2025 (the filing on sec.gov)
Capital Research Global Investors1,816,092$4.2bn0.80%Added+59,83813 Nov 2025 (the filing on sec.gov)
Capital World Investors1,740,129$4.1bn0.56%Added+22,65913 Nov 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc1,445,971$3.4bn0.36%Added+99,76814 Nov 2025 (the filing on sec.gov)
Fidelity (FMR LLC)1,397,761$3.3bn0.17%Trimmed-96,92613 Nov 2025 (the filing on sec.gov)
Wellington Management Group LLP493,770$1.2bn0.20%Added+109,22814 Nov 2025 (the filing on sec.gov)
Invesco Ltd489,786$1.1bn0.18%Added+39,32013 Nov 2025 (the filing on sec.gov)
Janus Henderson Group Ltd477,802$1.1bn0.51%Added+7,28114 Nov 2025 (the filing on sec.gov)
Arrowstreet Capital LP372,766$871m0.55%Trimmed-148,26513 Nov 2025 (the filing on sec.gov)
Artisan Partners LP242,903$568m0.81%Added+32,25112 Nov 2025 (the filing on sec.gov)
Durable Capital Partners LP175,436$410m3.04%Added+27,45214 Nov 2025 (the filing on sec.gov)
D1 Capital Partners LP128,803$301m3.46%Newnew14 Nov 2025 (the filing on sec.gov)
Marshall Wace LLP115,296$269m0.27%Trimmed-90,82313 Nov 2025 (the filing on sec.gov)
Dragoneer Investment Group LLC103,379$242m5.33%Newnew14 Nov 2025 (the filing on sec.gov)
MFS Investment Management86,699$203m0.06%Added+10,84929 Oct 2025 (the filing on sec.gov)
Two Sigma Investments LP83,129$194m0.29%Trimmed-2,40314 Nov 2025 (the filing on sec.gov)
AllianceBernstein LP72,239$169m0.05%Trimmed-32,06214 Nov 2025 (the filing on sec.gov)
D. E. Shaw & Co.66,237$155m0.09%Added+17,99014 Nov 2025 (the filing on sec.gov)
Whale Rock Capital Management LLC60,940$142m1.68%Trimmed-1,62214 Nov 2025 (the filing on sec.gov)
Renaissance Technologies LLC60,348$141m0.19%Added+12,63713 Nov 2025 (the filing on sec.gov)
AQR Capital Management LLC55,687$130m0.08%Added+21,99714 Nov 2025 (the filing on sec.gov)
Polen Capital Management LLC49,515$116m0.38%Trimmed-12,67412 Nov 2025 (the filing on sec.gov)
Altimeter Capital Management LP37,841$88m1.17%Trimmed-8,69814 Nov 2025 (the filing on sec.gov)
Bridgewater Associates LP26,486$62m0.24%Added+24,50613 Nov 2025 (the filing on sec.gov)
ARK Investment Management LLC25,722$60m0.36%Added+43612 Nov 2025 (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

Q2 2025 to Q3 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.

New (4)

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.

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 →