Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

Moves in MELI across featured managers — New / Exit / Add / Reduce.

ticker MELI holders clear

12 managers with a move of 137 featured filed through 14 Aug 5 shown managers newest 13Fs

5 shown · signal ≥1 pp on Add/Reduce · open ticker or manager

ticker action manager Δ port detail period
14 Aug 5
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 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