MERCADOLIBRE INC (MELI) — Hedge Fund Ownership Q1 2026
MELI
- MERCADOLIBRE INC (MELI) is held by 9 of 84 tracked hedge funds, with Durable Capital Partners (6%) and Tiger Global Management (1%) holding the largest stakes, indicating moderate hedge fund interest relative to peers.
- New position in MELI stock was initiated by Tiger Global Management (1%).
- The biggest increases in MELI holdings came from Durable Capital Partners (+14%) and Weitz Investment Management (+116%), highlighting conviction.
- The biggest decreases in MELI holdings came from Duquesne Family Office (-94%) and Polen Capital Management (-28%), suggesting profit-taking or de-risking.
- 2 hedge funds exited MELI, led by Altimeter Capital (2%).
- Overall, hedge funds decreased exposure to MERCADOLIBRE INC (MELI) by -16% vs the prior quarter and +105% 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
|
6.24% | 351K | +13.94% | +505.34% | $606.6M | $1,729.02 | — |
| 2 |
Tiger Global Management Chase Coleman
|
1.02% | 135K | NEW | — | $233.4M | $1,729.02 | — |
| 3 |
Miller Value Partners Bill Miller
|
1.00% | 2K | NEW | — | $3.8M | $1,729.02 | — |
| 4 |
Weitz Investment Management Wallace Weitz
|
0.97% | 8K | +116.22% | — | $13.8M | $1,729.02 | — |
| 5 |
Maverick Capital Lee Ainslie
|
0.54% | 27K | +2.85% | +42.12% | $46.5M | $1,729.02 | — |
| 6 |
Polen Capital Management
|
0.41% | 34K | -28.11% | -49.73% | $59.6M | $1,729.01 | — |
| 7 |
Duquesne Family Office
|
0.16% | 3K | -94.13% | -94.85% | $4.8M | $1,728.85 | — |
| 8 |
Markel Group Tom Gayner
|
0.08% | 5K | NEW | — | $9.4M | $1,729.02 | — |
| 9 |
Dodge & Cox
|
0.00% | 2K | +42.74% | — | $3.4M | $1,729.02 | — |
| — |
Altimeter Capital
|
— | — | EXITED | — | — | — | — |
| — |
Atreides Management
|
— | — | EXITED | — | — | — | — |
| 9 | Total | — | 568K | -16.22% | +104.98% | $981.4M | — | — |
* 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.