MERCADOLIBRE INC (MELI) — Hedge Fund Ownership Q4 2025
MELI
- MERCADOLIBRE INC (MELI) is held by 6 of 82 tracked hedge funds, with Durable Capital Partners (6%) and Duquesne Family Office (2%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in MELI holdings came from Durable Capital Partners (+76%) and Maverick Capital (+52%), highlighting conviction.
- The biggest decreases in MELI holdings came from Duquesne Family Office (-19%) and Polen Capital Management (-3%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to MERCADOLIBRE INC (MELI) by +43% vs the prior quarter and +13% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Durable Capital Partners Henry Ellenbogen
|
5.87% | 308K | +75.52% | — | $620.3M | $2,014.26 | — |
| 2 |
Duquesne Family Office
|
2.25% | 47K | -19.19% | -12.24% | $95.0M | $2,014.25 | — |
| 3 |
Maverick Capital Lee Ainslie
|
0.57% | 26K | +52.06% | +54.54% | $52.7M | $2,014.26 | — |
| 4 |
Weitz Investment Management Wallace Weitz
|
0.44% | 4K | — | — | $7.5M | $2,014.26 | — |
| 5 |
Polen Capital Management
|
0.41% | 48K | -3.22% | +30.95% | $96.5M | $2,014.26 | — |
| 6 |
Dodge & Cox
|
0.00% | 1K | +255.10% | — | $2.8M | $2,014.26 | — |
| 6 | Total | — | 434K | +42.57% | +13.03% | $874.7M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.