MELI in the 13F filings

Mercadolibre Inc · CUSIP 58733R102

Sector · Business and payment services Theme · Consumer and digital platforms· L3VLUP-defined

Quarter

Q3 2026 · early filers Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023

Quarter end: 31 Dec 2025; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 22 Jan 2026
Managers listing it: 47; at least, of 95 tracked, among listed positions
Comparable managers: 92; filed both Q3 2025 and Q4 2025; 32 listed it in both
Shares listed: 14,166,301; combined, among listed positions
Reported value: $28.5bn; combined, at the quarter end

Among the 92 comparable managers: 26 buyers (opened or added shares) and 23 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +965,021.

Managers listing MELI in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

47 of 47 holders

				Action		Filing
Baillie Gifford & Co	3,481,563	$7.0bn	5.83%	Added	+164,120	23 Jan 2026 (the filing on sec.gov)
Capital Research Global Investors	2,225,031	$4.5bn	0.83%	Added	+408,939	11 Feb 2026 (the filing on sec.gov)
Capital World Investors	1,706,673	$3.4bn	0.47%	Trimmed	-33,456	11 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	1,583,071	$3.2bn	0.34%	Added	+137,100	17 Feb 2026 (the filing on sec.gov)
Invesco Ltd	1,553,091	$3.1bn	0.30%	Added	+1,063,305	19 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	604,096	$1.2bn	0.54%	Added	+126,294	17 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	515,875	$1.0bn	0.05%	Trimmed	-881,886	17 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP	311,818	$628m	0.57%	Added	+196,522	13 Feb 2026 (the filing on sec.gov)
Durable Capital Partners LP	307,932	$620m	5.87%	Added	+132,496	17 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP	228,114	$459m	0.08%	Trimmed	-265,656	17 Feb 2026 (the filing on sec.gov)
D1 Capital Partners LP	224,481	$452m	4.22%	Added	+95,678	17 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP	199,058	$401m	0.23%	Trimmed	-173,708	13 Feb 2026 (the filing on sec.gov)
Dragoneer Investment Group LLC	160,193	$323m	7.04%	Added	+56,814	17 Feb 2026 (the filing on sec.gov)
Artisan Partners LP	155,395	$313m	0.47%	Trimmed	-87,508	17 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.	112,651	$227m	0.12%	Added	+46,414	17 Feb 2026 (the filing on sec.gov)
Whale Rock Capital Management LLC	98,175	$198m	2.53%	Added	+37,235	17 Feb 2026 (the filing on sec.gov)
MFS Investment Management	91,020	$183m	0.06%	Added	+4,321	22 Jan 2026 (the filing on sec.gov)
Altimeter Capital Management LP	68,480	$138m	2.07%	Added	+30,639	17 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP	66,002	$133m	under 0.1%	Trimmed	-16,561	17 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	61,722	$124m	0.09%	Added	+43,144	27 Oct 2026 (the filing on sec.gov)
AQR Capital Management LLC	49,452	$100m	0.05%	Trimmed	-6,235	17 Feb 2026 (the filing on sec.gov)
Polen Capital Management LLC	47,920	$97m	0.41%	Trimmed	-1,595	12 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP	43,015	$87m	under 0.1%	Trimmed	-29,224	17 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	42,302	$85m	0.11%	Added	+41,799	17 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC	27,528	$55m	0.09%	Trimmed	-32,820	12 Feb 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

Hayden Capital's Q2 2026 letter, on the "SaaS-pocalypse" and returns on reinvestment · Hayden Capital · 27 Aug 2026 · Mentioned

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 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Invesco Ltdexisting position · 1,553,091 shares now+1,063,305
Capital Research Global Investorsexisting position · 2,225,031 shares now+408,939
Marshall Wace LLPexisting position · 311,818 shares now+196,522
Baillie Gifford & Coexisting position · 3,481,563 shares now+164,120
T. Rowe Price Associates Incexisting position · 1,583,071 shares now+137,100

Reductions

Fidelity (FMR LLC)existing position · 515,875 shares now-881,886
Wellington Management Group LLPexisting position · 228,114 shares now-265,656
Arrowstreet Capital LPexisting position · 199,058 shares now-173,708
Artisan Partners LPexisting position · 155,395 shares now-87,508
Two Sigma Investments LPexisting position · 3,200 shares now-79,929

New positions and exits

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

New (4)

Rokos Capital Management LLP$44m
Voloridge Investment Management LLC$2.0m
Woodline Partners LP$1.7m
Freestone Grove Partners LP$246k

Exited (5)

Steadfast Capital Management LPwas $31m
Brevan Howard Capital Management LPwas $8.9m
Two Sigma Advisers LPwas $7.0m
Tudor Investment Corpwas $6.1m
Winton Group Ltdwas $1.3m

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.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

MELI by quarter
Quarter	Holders	Reported value	Buyers	Sellers
Q2 2013	9	$946m	n.a.	n.a.
Q3 2013	5	$1.1bn	n.a.	n.a.
Q4 2013	4	$974m	n.a.	n.a.
Q1 2014	5	$913m	n.a.	n.a.
Q2 2014	7	$1.1bn	n.a.	n.a.
Q3 2014	9	$1.2bn	n.a.	n.a.
Q4 2014	10	$1.4bn	n.a.	n.a.
Q1 2015	7	$1.3bn	n.a.	n.a.
Q2 2015	5	$1.4bn	n.a.	n.a.
Q3 2015	8	$1.1bn	n.a.	n.a.
Q4 2015	7	$1.3bn	n.a.	n.a.
Q1 2016	9	$1.2bn	n.a.	n.a.
Q2 2016	10	$1.4bn	n.a.	n.a.
Q3 2016	11	$1.8bn	n.a.	n.a.
Q4 2016	14	$2.0bn	n.a.	n.a.
Q1 2017	17	$2.6bn	n.a.	n.a.
Q2 2017	24	$3.1bn	n.a.	n.a.
Q3 2017	17	$3.3bn	n.a.	n.a.
Q4 2017	23	$4.2bn	n.a.	n.a.
Q1 2018	22	$5.3bn	n.a.	n.a.
Q2 2018	17	$4.9bn	n.a.	n.a.
Q3 2018	15	$5.6bn	n.a.	n.a.
Q4 2018	17	$4.6bn	n.a.	n.a.
Q1 2019	19	$9.1bn	n.a.	n.a.
Q2 2019	26	$11.9bn	n.a.	n.a.
Q3 2019	20	$10.5bn	n.a.	n.a.
Q4 2019	21	$10.1bn	n.a.	n.a.
Q1 2020	23	$7.4bn	n.a.	n.a.
Q2 2020	22	$15.2bn	n.a.	n.a.
Q3 2020	31	$15.7bn	n.a.	n.a.
Q4 2020	26	$23.4bn	n.a.	n.a.
Q1 2021	21	$20.5bn	n.a.	n.a.
Q2 2021	24	$20.6bn	n.a.	n.a.
Q3 2021	24	$22.8bn	n.a.	n.a.
Q4 2021	21	$18.1bn	n.a.	n.a.
Q1 2022	18	$13.8bn	n.a.	n.a.
Q2 2022	18	$7.0bn	n.a.	n.a.
Q3 2022	26	$9.9bn	n.a.	n.a.
Q4 2022	23	$9.9bn	n.a.	n.a.
Q1 2023	35	$16.8bn	n.a.	n.a.
Q2 2023	27	$14.8bn	n.a.	n.a.
Q3 2023	27	$15.6bn	n.a.	n.a.
Q4 2023	34	$18.7bn	20	14
Q1 2024	30	$17.2bn	15	15
Q2 2024	29	$20.5bn	19	11
Q3 2024	37	$26.7bn	25	12
Q4 2024	31	$22.8bn	20	15
Q1 2025	36	$26.6bn	26	13
Q2 2025	40	$34.1bn	20	20
Q3 2025	35	$30.4bn	20	17
Q4 2025	35	$28.3bn	26	23
Q1 2026	29	$23.9bn	27	24
Q2 2026	26	$22.1bn	19	25

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 →

Provided for information purposes only, not financial advice. The holdings shown here and anything drawn from them are illustrative, produced from assumptions you control, and must not be relied on for any investment, financial or business decision. Read the full notice

Not advice, and not a recommendation. Everything L3VLUP publishes is provided for information purposes only. Nothing here is financial, investment, legal, tax or accounting advice, a personal recommendation, or an offer or solicitation to buy or sell any security or financial instrument. It takes no account of anyone’s objectives, financial situation or needs.

Not a regulated adviser. L3VLUP does not provide regulated financial services. Speak to a suitably qualified and regulated professional before acting on anything you read here.

Illustrative figures. Default values are plausible starting points chosen so a model has somewhere to begin. They are not data, not a view on any company, and not calibrated to anything. Outputs move with whatever you type in.

Third-party data. Where live figures appear they come from third parties, including public filings and market feeds. They may be delayed, incomplete, restated, mis-tagged at source or simply wrong, and their providers do not endorse or verify this page. Every figure links to where it came from. Check it there before relying on it. Past performance is not a guide to future performance.

Company names and logos. Names, tickers and logos are the trademarks of their owners and appear only to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, none of them took part in preparing the exercise, and nothing here is a statement by or about any of them. See third-party names and marks.

No warranty, and limited liability. This page is provided “as is” without warranty of any kind. To the fullest extent permitted by law, L3VLUP accepts no liability for any loss or damage arising from use of, or reliance on, anything on it. Nothing in this notice limits any liability that cannot lawfully be limited.

Full terms: Information Purposes and No Advice · Terms