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 Mar 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 1 May 2026
Managers listing it: 42; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q4 2025 and Q1 2026; 28 listed it in both
Shares listed: 14,134,327; combined, among listed positions
Reported value: $24.4bn; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 27 buyers (opened or added shares) and 24 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -31,974.

Managers listing MELI in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 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

42 of 42 holders

				Action		Filing
Baillie Gifford & Co	3,233,259	$5.6bn	5.71%	Trimmed	-248,304	8 May 2026 (the filing on sec.gov)
Capital Research Global Investors	2,717,172	$4.7bn	0.73%	Added	+492,141	13 May 2026 (the filing on sec.gov)
Capital World Investors	2,194,481	$3.8bn	0.52%	Added	+487,808	13 May 2026 (the filing on sec.gov)
Invesco Ltd	1,464,598	$2.5bn	0.25%	Trimmed	-88,493	12 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	1,237,320	$2.1bn	0.25%	Trimmed	-345,751	15 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	614,238	$1.1bn	0.51%	Added	+10,142	18 May 2026 (the filing on sec.gov)
D1 Capital Partners LP	373,675	$646m	5.75%	Added	+149,194	15 May 2026 (the filing on sec.gov)
Durable Capital Partners LP	350,845	$607m	6.24%	Added	+42,913	15 May 2026 (the filing on sec.gov)
Marshall Wace LLP	314,594	$544m	0.54%	Added	+2,776	15 May 2026 (the filing on sec.gov)
Wellington Management Group LLP	287,103	$496m	0.09%	Added	+58,989	15 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	163,282	$282m	under 0.1%	Trimmed	-352,593	15 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP	145,559	$252m	under 0.1%	Added	+79,557	15 May 2026 (the filing on sec.gov)
Artisan Partners LP	141,258	$244m	0.39%	Trimmed	-14,137	13 May 2026 (the filing on sec.gov)
Tiger Global Management LLC	135,006	$233m	1.02%	New	new	15 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC	120,320	$208m	0.33%	Added	+92,792	14 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	100,010	$173m	0.22%	Added	+57,708	15 May 2026 (the filing on sec.gov)
MFS Investment Management	96,107	$169m	0.06%	Added	+5,087	14 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.	61,185	$106m	0.06%	Trimmed	-51,466	15 May 2026 (the filing on sec.gov)
AQR Capital Management LLC	45,958	$77m	under 0.1%	Trimmed	-3,494	15 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC	40,844	$71m	0.08%	Added	+15,844	15 May 2026 (the filing on sec.gov)
Holocene Advisors LP	35,435	$61m	0.15%	Added	+15,435	15 May 2026 (the filing on sec.gov)
Polen Capital Management LLC	34,452	$60m	0.41%	Trimmed	-13,468	14 May 2026 (the filing on sec.gov)
Citadel Advisors LLC	32,922	$57m	under 0.1%	Added	+17,732	15 May 2026 (the filing on sec.gov)
Walleye Capital LLC	29,772	$51m	0.21%	Added	+20,833	13 May 2026 (the filing on sec.gov)
Two Sigma Investments LP	28,816	$50m	under 0.1%	Added	+25,616	15 May 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

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Capital Research Global Investorsexisting position · 2,717,172 shares now+492,141
Capital World Investorsexisting position · 2,194,481 shares now+487,808
D1 Capital Partners LPexisting position · 373,675 shares now+149,194
Tiger Global Management LLCnew position · 135,006 shares now+135,006
Renaissance Technologies LLCexisting position · 120,320 shares now+92,792

Reductions

Fidelity (FMR LLC)existing position · 163,282 shares now-352,593
T. Rowe Price Associates Incexisting position · 1,237,320 shares now-345,751
Baillie Gifford & Coexisting position · 3,233,259 shares now-248,304
Invesco Ltdexisting position · 1,464,598 shares now-88,493
D. E. Shaw & Co.existing position · 61,185 shares now-51,466

New positions and exits

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

New (5)

Exited (10)

Arrowstreet Capital LPwas $401m
Dragoneer Investment Group LLCwas $323m
Whale Rock Capital Management LLCwas $198m
Altimeter Capital Management LPwas $138m
Rokos Capital Management LLPwas $44m
Davidson Kempner Capital Management LPwas $15m
Voloridge Investment Management LLCwas $2.0m
Caxton Associates LLPwas $570k
Schonfeld Strategic Advisors LLCwas $377k
Freestone Grove Partners LPwas $246k

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 →

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