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MELI —
MERCADOLIBRE INC
CUSIP: 58733R102 · Held by 9 superinvestors · Combined value: $2,010,525,845
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.2% | $1,046,589,353 | 519,590 | ADD | +68,002 |
| 2 | Henry Ellenbogen | 5.9% | $620,255,110 | 307,932 | ADD | +132,496 |
| 3 | Polen Capital | 0.4% | $96,523,261 | 47,920 | REDUCE | -1,595 |
| 4 | Stanley Druckenmiller | 2.1% | $94,970,000 | 47,149 | REDUCE | -11,195 |
| 5 | Jim Simons | 0.1% | $55,449,256 | 27,528 | REDUCE | -32,820 |
| 6 | Lee Ainslie | 0.6% | $52,670,885 | 26,149 | ADD | +8,952 |
| 7 | Ray Dalio | 0.1% | $33,811,368 | 16,786 | REDUCE | -9,700 |
| 8 | Wallace Weitz | 0.4% | $7,452,762 | 3,700 | - | - |
| 9 | Dodge & Cox | 0.0% | $2,803,850 | 1,392 | ADD | +1,000 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Dodge & Cox | ADD | +1,000 | +255.1% |
| Henry Ellenbogen | ADD | +132,496 | +75.5% |
| Ken Griffin | ADD | +68,002 | +15.1% |
| Lee Ainslie | ADD | +8,952 | +52.1% |
| Jim Simons | REDUCE | -32,820 | -54.4% |
| Polen Capital | REDUCE | -1,595 | -3.2% |
| Ray Dalio | REDUCE | -9,700 | -36.6% |
| Stanley Druckenmiller | REDUCE | -11,195 | -19.2% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Dodge & Cox | NEW BUY | +392 | New |
| Wallace Weitz | NEW BUY | +3,700 | New |
| Henry Ellenbogen | ADD | +27,452 | +18.6% |
| Jim Simons | ADD | +12,637 | +26.5% |
| Ken Griffin | ADD | +78,252 | +21.0% |
| Ray Dalio | ADD | +24,506 | +1237.7% |
| Stanley Druckenmiller | ADD | +4,619 | +8.6% |
| Lee Ainslie | REDUCE | -295 | -1.7% |
| Polen Capital | REDUCE | -12,674 | -20.4% |
| Michael Burry | SOLD | -3,000 | Exit |
| Sarah Ketterer | SOLD | -4,525 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Michael Burry | NEW BUY | +3,000 | New |
Who Owns MELI? Superinvestor Holdings
MERCADOLIBRE INC is held by 9 tracked superinvestors, with a combined position value of $2.0 billion . The largest positions are held by Ken Griffin (0.2% of portfolio), Henry Ellenbogen (5.9% of portfolio), Polen Capital (0.4% of portfolio).
In the most recent quarter, 4 superinvestors added or initiated positions while 4 reduced or exited.