Portfolio changes · featured 13Fs
Activity
Moves in MELI across featured managers — New / Exit / Add / Reduce.
MELI · all sizes
12 shown12 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 9 | |||||
| MELI | New | Glen Kacher - Light Street Capital Management | +2.40 pp | opened 2.4% | Q1→Q2 |
| MELI | Exit | Lee Ainslie - Maverick Capital | −0.54 pp | was 0.54% | Q1→Q2 |
| MELI | Exit | Stanley Druckenmiller - Duquesne Family Office | −0.14 pp | was 0.14% | Q1→Q2 |
| MELI | Add | Ron Baron - Bamco Inc. (Baron Capital) | −0.10 pp | +9.7% sh | Q1→Q2 |
| MELI | Add | Chase Coleman - Tiger Global Management | +0.06 pp | +13.4% sh | Q1→Q2 |
| 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 |
| MELI | Reduce | Bill Miller - Miller Value Partners | −0.31 pp | −22.7% sh | Q1→Q2 |
| MELI | Reduce | Cathie Wood - Ark Investment Management | −0.08 pp | −8.1% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| MELI | Add | Wallace Weitz - Weitz Investment Management | +0.12 pp | +15.0% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| MELI | Reduce | Polen Capital Management | −0.03 pp | −24.7% sh | Q1→Q2 |
| 31 Jul 1 | |||||
| MELI | Add | Thomas Gayner - Markel Group | +0.23 pp | +340.4% 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