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MELI MercadoLibre

Consumer Discretionary, filed as MERCADOLIBRE INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 5 managers in 2026 Q2, sold by 7

  • 11 Owners
  • #89
  • Max 5.1%
  • Master 0.09%
  • $1.5B
  • 1 new 4 add 5 reduce 2 exits

In 2026 Q2, 1 manager opened a position, 4 added, 5 trimmed, and 2 sold out.

Who owns this now

Largest portfolio weights among holders, up to 5.1% (Henry Ellenbogen, Durable Capital Partners). Not free-float ownership.

  1. Henry Ellenbogen Reduce 5.1%
  2. Glen Kacher New 2.4%
  3. Dan Sundheim Reduce 1.4%
  4. Chase Coleman Add 1.1%
  5. Wallace Weitz Add 1.1%
  6. Bill Miller Reduce 0.69%

Who owns MELI

Sorted by value, long equity only, as of 2026 Q2.

History
Henry Ellenbogen, Durable Capital Partners 5.1%, was 6.3% Reduce −12.0% 308,663 $524M History
Dan Sundheim, D1 Capital Partners 1.4%, was 5.8% Reduce −25.7% 277,475 $471M History
Chase Coleman, Tiger Global Management 1.1%, was 1.0% Add +13.4% 153,126 $260M History
Ron Baron, Bamco Inc. (Baron Capital) 0.12% Add +9.7% 46,955 $80M History
Polen Capital Management 0.38%, was 0.41% Reduce −24.7% 25,926 $44M History
Thomas Gayner, Markel Group 0.31%, was 0.08% Add +340.4% 24,000 $41M History
Cathie Wood, Ark Investment Management 0.24%, was 0.32% Reduce −8.1% 22,044 $37M History
Glen Kacher, Light Street Capital Management 2.4% New 2.4% 12,750 $22M History
Wallace Weitz, Weitz Investment Management 1.1%, was 0.96% Add +15.0% 9,200 $16M History
Dodge & Cox <0.01% Hold 1,987 $3.4M History
Bill Miller, Miller Value Partners 0.69%, was 1.0% Reduce −22.7% 1,712 $2.9M History
Lee Ainslie, Maverick Capital exited 2026 Q2 Last 2026 Q1 0.54% Exit −0.54% 26,894 $47M History
Stanley Druckenmiller, Duquesne Family Office exited 2026 Q2 Last 2026 Q1 0.14% Exit −0.14% 2,766 $4.8M History

11 current, 2 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by MELI's executives, directors and 10% owners in the last 12 months, from their Form 4s

All MELI insider trades
  • $1.2M bought by 2 insiders
  • $2.3M sold by 3 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Marcelo Melamud SVP - Chief Accounting Officer
    Buy
    $200K 125 shares at $1,604.62 +111% to stake
    Traded Jun 11 Filed Jun 15
    ↗
  2. Alejandro Nicolas Aguzin Director
    Buy
    $994K 600 shares at $1,655.93 +13% to stake
    Traded May 22 Filed May 26
    ↗
  3. Henrique Vasoncelos Dubugras Director
    Sale
    $1.7M 845 shares at $2,028.14 100% of stake
    Traded Dec 12, 2025 Filed Dec 15, 2025
    ↗
  4. Emiliano Calemzuk Director
    Sale
    $91K 45 shares at $2,027.37 15% of stake
    Traded Dec 11, 2025 Filed Dec 12, 2025
    ↗
  5. Stelleo Tolda Director
    Sale
    $504K 246 shares at $2,047.88 100% of stake
    Traded Dec 9, 2025 Filed Dec 11, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 3 stock grants and 1 gift.

Congress

6 members of Congress traded MELI in the last three years: 13 buys and 9 sales. 5 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $15K–$50K Jun 10 filed Jul 2
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Sell $1K–$15K May 14 filed Jun 8
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Mar 25 filed Apr 7
  4. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Mar 16 filed Apr 7
  5. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jan 30 filed Feb 13
  6. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Dec 24, 2025 filed Jan 12

SEC filings

Recent issuer filings from EDGAR, 24 shown.

Filed Form Detail Links
8-K 8.01,9.01 Filing Doc
424B2 Filing Doc
8-K 1.01,7.01,9.01 Filing Doc
424B2 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13D/A — Filing Doc
8-K 5.07 Filing Doc
SCHEDULE 13G — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
8-K 5.02,9.01 Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 1.01,7.01,9.01 Filing Doc
424B2 Filing Doc
424B2 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 4 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $10.49B $15.14B $20.34B
Gross profit $7.21B $9.58B $12.86B
Gross margin * 68.7% 63.3% 63.2%
Net income $0.987B $1.91B $2B
Net margin * 9.4% 12.6% 9.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $14.29B $20.14B $33.57B
Total non-current assets $3.35B $5.05B $9.09B
Total assets $17.65B $25.2B $42.67B
Total current liabilities $11.3B $16.6B $28.63B
Total non-current liabilities $3.28B $4.24B $7.29B
Total equity $3.07B $4.35B $6.75B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $5.14B $7.92B $12.12B
Cash from investing -$3.45B -$8.29B -$6.18B
Cash from financing -$0.267B $1.96B $2.9B
Net change in cash $0.485B $0.851B $8.84B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.