Follow-The-Filings

Security · featured owners

MELI Mercadolibre Inc.

Consumer Discretionary COM Equity as of 2026 Q2 among managers we track

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

Who owns this now

Largest portfolio weights among featured holders · max 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%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Henry Ellenbogen - Durable Capital Partners 2026 Q2 5.1% Reduce −12.0% 308,663 $524M history
Dan Sundheim - D1 Capital Partners 2026 Q2 1.4% Reduce −25.7% 277,475 $471M history
Chase Coleman - Tiger Global Management 2026 Q2 1.1% Add +13.4% 153,126 $260M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.12% Add +9.7% 46,955 $80M history
Polen Capital Management 2026 Q2 0.38% Reduce −24.7% 25,926 $44M history
Thomas Gayner - Markel Group 2026 Q2 0.31% Add +340.4% 24,000 $41M history
Cathie Wood - Ark Investment Management 2026 Q2 0.24% Reduce −8.1% 22,044 $37M history
Glen Kacher - Light Street Capital Management 2026 Q2 2.4% New 2.4% 12,750 $22M history
Wallace Weitz - Weitz Investment Management 2026 Q2 1.1% Add +15.0% 9,200 $16M history
Dodge & Cox 2026 Q2 <0.01% Hold 1,987 $3M history
Bill Miller - Miller Value Partners 2026 Q2 0.69% Reduce −22.7% 1,712 $3M history
Lee Ainslie - Maverick Capital exited 2026 Q2 last 2026 Q1 0.54% Exit −0.54 pp 26,894 $46M history
Stanley Druckenmiller - Duquesne Family Office exited 2026 Q2 last 2026 Q1 0.14% Exit −0.14 pp 2,766 $5M history

11 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 19 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.07 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 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
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 8.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 10 rows shown

Filed Form Detail Links
4 Period Jun 11, 2026 Filing Doc
4 Period Jun 12, 2026 · 6 forms Filing Doc
4 Period Jun 10, 2026 Filing Doc
4 Period May 22, 2026 Filing Doc
4 Period Feb 27, 2026 Filing Doc
4 Period Dec 12, 2025 Filing Doc
4 Period Dec 11, 2025 Filing Doc
4 Period Dec 9, 2025 Filing Doc
4 Period Aug 22, 2025 Filing Doc
4 Period Aug 7, 2025 · 7 forms Filing Doc

Updated 23 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders