Lee Ainslie's MELI Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 17.2K shares of MercadoLibre, Inc. (MELI) worth $40.19 M, representing 0.54% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 43 quarters.
Based on 13F filings since 2013, Lee Ainslie has maintained a long-term strategic position in MELI, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2021, adding 22.3K shares. Largest reduction occurred in Q2 2023, reducing 14.5K shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's MercadoLibre (MELI) Holding Value Over Time
Track share changes against reported price movement
Quarterly MercadoLibre (MELI) Trades by Lee Ainslie
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2015 | +1,960 | New Buy | 1,960 | $122.45 |
| Q2 2015 | -1,960 | Sold Out | 1,960 | $0.00 |
| Q4 2016 | +20,470 | New Buy | 20,470 | $156.13 |
| Q1 2017 | -7,070 | Reduce 34.54% | 13,400 | $211.49 |
| Q2 2017 | -13,400 | Sold Out | 13,400 | $0.00 |
| Q3 2017 | +16,600 | New Buy | 16,600 | $258.92 |
| Q4 2017 | +7,880 | Add 47.47% | 24,480 | $314.67 |
| Q1 2018 | +1,650 | Add 6.74% | 26,130 | $356.37 |
| Q2 2018 | -26,130 | Sold Out | 26,130 | $0.00 |
| Q1 2021 | +48,467 | New Buy | 48,467 | $1472.14 |
| Q2 2021 | +9,595 | Add 19.80% | 58,062 | $1557.78 |
| Q3 2021 | -13,591 | Reduce 23.41% | 44,471 | $1679.41 |
| Q4 2021 | +15,717 | Add 35.34% | 60,188 | $1348.39 |
| Q1 2022 | -9,705 | Reduce 16.12% | 50,483 | $1189.49 |
| Q2 2022 | +240 | Add 0.48% | 50,723 | $636.87 |
| Q3 2022 | +2,941 | Add 5.80% | 53,664 | $827.78 |
| Q4 2022 | -9,085 | Reduce 16.93% | 44,579 | $846.24 |
| Q1 2023 | +4,610 | Add 10.34% | 49,189 | $1318.06 |
| Q2 2023 | -14,488 | Reduce 29.45% | 34,701 | $1184.60 |
| Q3 2023 | -3,287 | Reduce 9.47% | 31,414 | $1267.88 |
| Q4 2023 | -369 | Reduce 1.17% | 31,045 | $1571.54 |
| Q1 2024 | +9,720 | Add 31.31% | 40,765 | $1511.96 |
| Q2 2024 | -7,049 | Reduce 17.29% | 33,716 | $1643.40 |
| Q3 2024 | -11,775 | Reduce 34.92% | 21,941 | $2051.96 |
| Q4 2024 | -5,020 | Reduce 22.88% | 16,921 | $1700.44 |
| Q1 2025 | +2,003 | Add 11.84% | 18,924 | $1950.87 |
| Q2 2025 | -1,432 | Reduce 7.57% | 17,492 | $2613.63 |
| Q3 2025 | -295 | Reduce 1.69% | 17,197 | $2336.94 |
Lee Ainslie's MercadoLibre Investment FAQs
Lee Ainslie first purchased MercadoLibre, Inc. (MELI) in Q1 2015, acquiring 1,960 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held MercadoLibre, Inc. (MELI) for 43 quarters since Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's largest addition to MercadoLibre, Inc. (MELI) was in Q1 2021, adding 48,467 shares worth $71.35 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 17,197 shares of MercadoLibre, Inc. (MELI), valued at approximately $40.19 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, MercadoLibre, Inc. (MELI) represents approximately 0.54% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's peak holding in MercadoLibre, Inc. (MELI) was 60,188 shares, as reported at the end of Q4 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.