Portfolio changes · featured 13Fs
Activity
Moves in MELI across featured managers — New / Exit / Add / Reduce.
MELI · reduce
2 shown2 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| MELI | Reduce | Dan Sundheim - D1 Capital Partners | −4.40 pp | −25.7% sh | Q1→Q2 |
| MELI | Reduce | Henry Ellenbogen - Durable Capital Partners | −1.15 pp | −12.0% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home