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NASDAQ · Consumer Discretionary

MERCADOLIBRE INC MELI

MercadoLibre is Latin America's leading e-commerce and fintech ecosystem, built around the Mercado Libre marketplace and Mercado Pago payments platform. It benefits from rising online commerce penetration, logistics density, ads, credit, digital wallets, and merchant services across Brazil, Mexico, Argentina, and other regional markets.

Sources MercadoLibre investor relations investor.mercadolibre.com
LatAm E-Commerce

Company profile

Business mix

  • Marketplace and logistics: online retail, third-party sellers, fulfillment, shipping, and managed delivery improve customer experience.
  • Mercado Pago and fintech: payments, wallet, acquiring, credit, and financial services monetize platform trust and transaction data.
  • Advertising and merchant services: retail media and seller tools add higher-margin revenue.

Current key questions

  • Can Brazil and Mexico maintain strong GMV growth while competition increases?
  • Does credit growth stay profitable as consumer and merchant lending scales?
  • Can logistics, payments, and ads keep raising take rate without slowing marketplace adoption?
Holders 12 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 42.45 FCF 14.5% Buyback N/A
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 5.7% $5.6B 2026-03-31
Eagle Capital Management 4.6% $1.4B 2026-03-31
Sands Capital Management Frank Sands 3.2% $822.1M 2026-03-31
Durable Capital Partners Henry Ellenbogen 6.2% $606.6M 2026-03-31
Alkeon Capital Management 0.5% $312.1M 2026-03-31
Tiger Global Management Chase Coleman 1.0% $233.4M 2026-03-31
Baron Capital Ron Baron 0.2% $74.0M 2026-03-31
Polen Capital Management 0.4% $59.6M 2026-03-31
Bridgewater Associates Ray Dalio 0.1% $25.4M 2026-03-31
Weitz Investment Management Wallace Weitz 1.0% $13.8M 2026-03-31
Miller Value Partners Bill Miller 1.0% $3.8M 2026-03-31
Duquesne Family Office Stanley Druckenmiller 0.1% $4,782 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 6 Last 3 13F filing periods
Net reducers 9 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $2.0B Estimated from net added shares
Reduction amount $2.3B Estimated from net reduced shares
Net share change / base shares +2.1% +107,827 / 5,158,071
Tiger Global Management Chase Coleman 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$233.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +135,006 (New) Total shares 135,006 Value $233.4M
Duquesne Family Office Stanley Druckenmiller 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 8.6% 13F value change -$4,071
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -19.2% 13F value change -$41,376
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -94.1% 13F value change -$90,188
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 53,725 Last 3 periods -50,959 (-94.9%) Total shares 2,766 Value $4,782
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Major increase Shares 1237.7% 13F value change +$56.7M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -36.6% 13F value change -$28.1M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -12.6% 13F value change -$8.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,980 Last 3 periods +12,691 (+641.0%) Total shares 14,671 Value $25.4M
Miller Value Partners Bill Miller 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$3.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +2,215 (New) Total shares 2,215 Value $3.8M
Baron Capital Ron Baron 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 1.8% 13F value change -$14.4M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -1.1% 13F value change -$21.6M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -30.9% 13F value change -$50.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 61,514 Last 3 periods -18,721 (-30.4%) Total shares 42,793 Value $74.0M
Eagle Capital Management 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$829.0M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 91.0% 13F value change +$529.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +785,937 (New) Total shares 785,937 Value $1.4B
Whale Rock Capital Management Alex Sacerdote 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -2.6% 13F value change -$21.1M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 61.1% 13F value change +$55.3M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$197.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 62,562 Last 3 periods -62,562 (-100.0%) Total shares 0 Value $0
Alkeon Capital Management 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -24.9% 13F value change -$172.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 240,499 Last 3 periods -60,000 (-24.9%) Total shares 180,499 Value $312.1M
Altimeter Capital Management Brad Gerstner 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -18.7% 13F value change -$33.2M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 81.0% 13F value change +$49.5M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$137.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 46,539 Last 3 periods -46,539 (-100.0%) Total shares 0 Value $0
Dragoneer Investment Group Marc Stad 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$241.6M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 55.0% 13F value change +$81.1M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$322.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0
Durable Capital Partners Henry Ellenbogen 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 18.6% 13F value change +$23.2M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 75.5% 13F value change +$210.3M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 13.9% 13F value change -$13.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 147,984 Last 3 periods +202,861 (+137.1%) Total shares 350,845 Value $606.6M
Polen Capital Management 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Major reduction Shares -20.4% 13F value change -$46.8M
13F 2025-12-31 Filed 2026-02-12
Minor reduction Shares -3.2% 13F value change -$19.2M
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -28.1% 13F value change -$37.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 62,189 Last 3 periods -27,737 (-44.6%) Total shares 34,452 Value $59.6M
Weitz Investment Management Wallace Weitz 3 filing periods
13F 2025-09-30 Filed 2025-11-10
New Shares - 13F value change +$8.6M
13F 2025-12-31 Filed 2026-02-12
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-14
Major increase Shares 116.2% 13F value change +$6.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 0 Last 3 periods +8,000 (New) Total shares 8,000 Value $13.8M
Baillie Gifford legacy James Anderson 3 filing periods
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -5.4% 13F value change -$1.4B
13F 2025-12-31 Filed 2026-01-23
Minor increase Shares 4.9% 13F value change -$739.9M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -7.1% 13F value change -$1.4B
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 3,505,672 Last 3 periods -272,413 (-7.8%) Total shares 3,233,259 Value $5.6B
Sands Capital Management Frank Sands 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Minor reduction Shares -0.7% 13F value change -$150.7M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -0.0% 13F value change -$164.9M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -6.7% 13F value change -$204.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 513,532 Last 3 periods -38,077 (-7.4%) Total shares 475,455 Value $822.1M
GQG Partners Rajiv Jain 3 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor reduction Shares -3.8% 13F value change +$260.1M
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -25.2% 13F value change -$384.6M
13F 2025-12-31 Filed 2026-02-13
Sold out Shares -100.0% 13F value change -$776.6M
Settlement As of 13F 2025-12-31 · Filed 2026-02-13
Base shares 461,875 Last 3 periods -461,875 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.