Mercado Libre

MELI • NASDAQ

Mercado Libre is a specialty retail company in the consumer cyclical sector on NASDAQ, led by Marcos Galperin, with a market cap of $108.47B. As of Q3 2025, 78% of shares are held by 1,437 institutional investors, with BAILLIE GIFFORD & CO as the largest holder at 6.54%.

Chief Executive OfficerMarcos Galperin

Market Cap$108.47B

Specialty Retail

Consumer Cyclical

Employees58.3K

Websitemercadolibre.com

Country

United States of America

Overview

Overview of institutional ownership in MELI as of Q3 2025 with a market cap of $118.48B

All Institutions

Institutions: 1,437
Value Held: $92.0B
Shares Held: 39.4M
Avg Position: $64.1M
Median Position: $1.7M

Hedge Funds

Hedge Funds: 116
Value Held: $5.3B
Shares Held: 2.2M
Avg Position: $45.3M
Median Position: $8.8M

Ownership Breakdown

Institutional (non-HF)

73.25%

$86.8B

Hedge Funds

4.44%

$5.3B

Retail & Other

22.31%

$26.4B

Based on market cap of $118.48B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in MELI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BAILLIE GIFFORD & CO Institution	-	$7.8B 5.75% of portfolio	6.54% 3.3M shares	≤ Q2 2013 Held for 12y 5m+	$134.80B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$4.6B 0.28% of portfolio	3.92% 2.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
Capital Research Global Investors RIA/Wealth	Sardar Sheraz Iftikhar CEO	$4.2B 0.80% of portfolio	3.58% 1.8M shares	Q2 2018 Held for 7y 5m	$532.36B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$4.2B 0.27% of portfolio	3.51% 1.8M shares	Q3 2014 Held for 11y 2m	$1.56T
C Capital World Investors Institution	-	$4.1B 0.56% of portfolio	3.43% 1.7M shares	≤ Q2 2013 Held for 12y 5m+	$730.00B
C Capital International Investors Institution	-	$3.8B 0.61% of portfolio	3.17% 1.6M shares	Q2 2014 Held for 11y 5m	$615.90B
B BlackRock, Inc. Institution	-	$3.5B 0.06% of portfolio	2.92% 1.5M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$3.4B 0.37% of portfolio	2.85% 1.4M shares	≤ Q2 2013 Held for 12y 5m+	$912.31B
FMR LLC Institution	-	$3.3B 0.17% of portfolio	2.76% 1.4M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
JENNISON ASSOCIATES LLC Long Only Manager	Jeffrey Todd Becker CEO	$2.5B 1.48% of portfolio	2.14% 1.1M shares	Q3 2014 Held for 11y 2m	$171.73B

Net Capital Flow

Institutional buying and selling activity for MELI in Q3 2025

Net Flow: −$2.2B
Buyers: 613
Sellers: 586
Total Bought: +$4.3B
Total Sold: −$6.5B
Avg Position: $61.9M

Biggest Buyers

Institution	Net Bought	Current Position
FLOSSBACH VON STORCH AG RIA/Wealth	+$400.7M +171.4K shares	$424.7M 181.7K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$255.3M +109.2K shares	$1.2B 493.8K shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	+$233.2M +99.8K shares	$3.4B 1.4M shares
FRANKLIN RESOURCES INC Institution	+$219.3M +93.9K shares	$976.8M 418.0K shares
Capital Research Global Investors RIA/Wealth	+$139.9M +59.8K shares	$4.2B 1.8M shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$139.3M +59.6K shares	$192.9M 82.6K shares
B BlackRock, Inc. Institution	+$133.3M +57.0K shares	$3.5B 1.5M shares
SCHRODER INVESTMENT MANAGEMENT GROUP RIA/Wealth	+$127.3M +50.9K shares	$1.4B 572.7K shares
A Altshuler Shaham Ltd Institution	+$121.5M +52.0K shares	$122.8M 52.5K shares
GOLDMAN SACHS GROUP INC Institution	+$101.6M +43.5K shares	$1.1B 472.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
JPMORGAN CHASE & CO Institution	−$505.9M −216.5K shares	$4.2B 1.8M shares
B BAILLIE GIFFORD & CO Institution	−$439.9M −188.2K shares	$7.8B 3.3M shares
JENNISON ASSOCIATES LLC Long Only Manager	−$348.1M −149.0K shares	$2.5B 1.1M shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	−$346.5M −148.3K shares	$871.1M 372.8K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$334.9M −143.3K shares	$1.0B 446.9K shares
GQG Partners LLC Long Only Manager	−$261.6M −112.0K shares	$776.6M 332.3K shares
FMR LLC Institution	−$226.5M −96.9K shares	$3.3B 1.4M shares
A Assenagon Asset Management S.A. Institution	−$220.8M −94.5K shares	$86.3M 36.9K shares
Marshall Wace LLP Institution	−$212.2M −90.8K shares	$269.4M 115.3K shares
J JANE STREET GROUP, LLC Institution	−$185.3M −79.3K shares	$64.6M 27.6K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited MELI in Q3 2025

New Positions: 65
New Value: $330.5M
Exited Positions: 129
Exited Value: $977.1M

New Positions

Institution	Position Value
James Hambro & Partners RIA/Wealth	$98.2M 42.0K shares
C CCLA Investment Management Ltd Institution	$91.0M 38.9K shares
IMC-Chicago, LLC RIA/Wealth	$27.3M 11.7K shares
G Generali Powszechne Towarzystwo Emerytalne Institution	$23.5M 10.1K shares
Ravenswood Partners LP Hedge Fund•Long/Short	$12.9M 5.5K shares
Spence Asset Management RIA/Wealth	$12.8M 5.5K shares
V Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group Institution	$12.3M 5.3K shares
WEITZ INVESTMENT MANAGEMENT, INC. Long Only Manager	$8.6M 3.7K shares
E Empire Life Investments Inc. Institution	$5.0M 2.1K shares
Morningstar Investment Management LLC Long Only Manager	$4.2M 1.8K shares

Exited Positions

Institution	Previous Position
H HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Institution	$181.9M 69.6K shares
L Laurel Wealth Advisors LLC RIA/Wealth	$157.1M 60.1K shares
Q Qube Research & Technologies Ltd Institution	$140.2M 53.7K shares
A AXA Institution	$97.9M 37.5K shares
Symphony Financial, Ltd. Co. RIA/Wealth	$54.7M 20.9K shares
I Itau Unibanco Holding S.A. Institution	$47.9M 18.3K shares
Oribel Capital Management, LP Hedge Fund•Long/Short	$36.9M 14.1K shares
Magellan Asset Management Ltd Long Only Manager	$25.5M 9.8K shares
N NUCLEO CAPITAL LTDA. Hedge Fund•Value	$22.6M 8.6K shares
Aquatic Capital Management LLC Hedge Fund•Quant	$18.8M 7.2K shares

Options Activity

Institutions with the largest Call and Put options positions in MELI as of Q3 2025

Call Positions: 38
Call Value: $2.6B
Put Positions: 40
Put Value: $3.2B

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$985.7M 4.2K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$506.4M 2.2K contracts
W WOLVERINE TRADING, LLC Institution	$286.7M 1.1K contracts
D D. E. Shaw & Co., Inc. Institution	$159.6M 683.0 contracts
J JANE STREET GROUP, LLC Institution	$142.6M 610.0 contracts
Walleye Trading LLC RIA/Wealth	$111.9M 479.0 contracts
UBS Group AG Institution	$78.1M 334.0 contracts
CITIGROUP INC Institution	$59.4M 254.0 contracts
N NWI MANAGEMENT LP Hedge Fund•Global Macro	$58.0M 248.0 contracts
BANK OF AMERICA CORP /DE/ Institution	$41.3M 176.8 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.6B 7.0K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$474.6M 2.0K contracts
J JANE STREET GROUP, LLC Institution	$198.2M 848.0 contracts
W WOLVERINE TRADING, LLC Institution	$180.6M 722.0 contracts
D D. E. Shaw & Co., Inc. Institution	$115.9M 496.0 contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$96.0M 411.0 contracts
GOLDMAN SACHS GROUP INC Institution	$93.2M 399.0 contracts
UBS Group AG Institution	$90.7M 388.0 contracts
Walleye Trading LLC RIA/Wealth	$54.0M 231.0 contracts
B BNP PARIBAS ARBITRAGE, SA Institution	$35.5M 1.5 contracts

Most Committed Institutions

Institutions with MELI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
D DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Institution	-	85.09% $134.5M	0.11% 57.6K shares	Q3 2016 Held for 9y 2m	$158.1M
Constellation Investimentos e Participacoes Ltda Hedge Fund•Multi-Strategy	Shahriar Nmn Shahida Managing Partner	48.22% $22.5M	0.02% 9.6K shares	Q1 2019 Held for 6y 8m	$46.7M
White Oak Capital Partners Pte. Ltd. Hedge Fund•Multi-Strategy	Sanjay Vaid CEO	28.03% $4.4M	0.00% 1.9K shares	Q4 2024 Held for 11 months	$15.6M
Northcape Capital Pty Ltd Long Only Manager	-	25.84% $186.9M	0.16% 80.0K shares	Q2 2025 Held for 5 months	$723.4M
L Lakehouse Capital Pty Ltd Institution	-	18.48% $27.6M	0.02% 11.8K shares	Q2 2021 Held for 4y 5m	$149.3M
A Ampersand Capital Group, L.P. Private Equity	Nikhil Trikha Managing Partner	17.76% $39.4M	0.03% 16.9K shares	Q4 2024 Held for 11 months	$222.0M
M Marcho Partners LLP Institution	-	17.62% $43.9M	0.04% 18.8K shares	Q4 2019 Held for 5y 11m	$249.0M
Bennbridge Ltd Long Only Manager	Glen William Finegan CIO	16.99% $24.4M	0.02% 11.3K shares	Q4 2024 Held for 11 months	$143.3M
N Nellore Capital Management LLC Hedge Fund•Long/Short	Sakya Venkat Duvvuru Managing Partner	15.15% $138.9M	0.12% 59.5K shares	Q4 2020 Held for 4y 11m	$916.8M
K KIDS CAPITAL MANAGEMENT, L.P. Institution	-	12.56% $15.9M	0.01% 6.8K shares	Q1 2025 Held for 8 months	$126.5M

Hedge Fund Spotlight

Discover hedge funds investing in MELI

Durable Capital Partners LP

Hedge Fund • Long/Short

Portfolio ManagerHenry Martin Ellenbogen

Portfolio Value: $13.5B
Positions: 48
Last Reported: Q3 2025

Sector Allocation

Position in Mercado Libre

Market Value: $410.0M
Shares Held: 175.4K
Portfolio Weight: 3.04%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 RBC Bearings RBC	Manufacturing - Tools & Accessories Industrials	$983.9M	7.29%
2 Coupang CPNG	Specialty Retail Consumer Cyclical	$799.6M	5.93%
3 Shopify SHOP	Software - Application Technology	$675.3M	5.00%