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MercadoLibre, Inc.

MELI Consumer Discretionary
$1,897.37 $-8.87 (-0.47%)
Market Cap: $96.19 B
Gurus Holding
15
Popularity Rank
#98
% of Shares Held
2.82%
Net Activity (Q2 2026)
-$64.34 M

Guru Ownership Trend

Guru Analysis for MercadoLibre, Inc. (MELI)

MercadoLibre, Inc. (MELI), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q2 2026, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.71 B.

Top institutional holders include Al Gore and Frank Sands.

Notably, Al Gore has expressed high conviction in this stock, allocating 7.80% of their equity portfolio to it.

Institutional sentiment is currently Bearish. This is evidenced by a $64.34 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 369.9%. Conversely, Ray Dalio reduced exposure by 31.8%.

Key Holders

Top 5 by Value

$802.38 M
$641.97 M
$259.91 M
$133.46 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$186.72 M
Total Buy Value
New Buys 0
Additions 7
-$251.06 M
Total Sell Value
Reductions 7
Sold Out 3

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
10
Net Buyers
7

FAQs for MercadoLibre, Inc. (MELI)

Major holders include Al Gore ($802.38 M), Frank Sands ($641.97 M), Chase Coleman ($259.91 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 1.43 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $64.34 M, with 7 managers increasing positions and 10 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 3 fully exited MELI. The total reported sell value was $251.06 M.

Yes, 0 managers opened new positions in MELI, and 7 increased their existing holdings. The total reported buy value was $186.72 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
7.80% Add 3.3% 472,716 $802.38 M Q2 2026
2.38% Reduce -20.5% 378,208 $641.97 M Q2 2026
1.08% Add 13.4% 153,126 $259.91 M Q2 2026
0.27% Reduce -3.2% 116,490 $197.73 M Q2 2026
0.05% Add 72.8% 79,422 $133.46 M Q2 2026
0.04% Reduce -3.9% 76,170 $129.29 M Q2 2026
1.18% Reduce -10.4% 54,339 $92.23 M Q2 2026
0.07% Add 369.9% 29,921 $50.79 M Q2 2026
0.31% Add 340.4% 24,000 $40.74 M Q2 2026
0.24% Reduce -8.1% 22,044 $37.42 M Q2 2026
0.07% Reduce -31.8% 10,009 $16.99 M Q2 2026
1.08% Add 15.0% 9,200 $15.62 M Q2 2026
0.69% Reduce -22.7% 1,712 $2.91 M Q2 2026
0.01% Add 84.5% 786 $1.33 M Q2 2026
0.00% 180 $305,530 Q2 2026
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