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MercadoLibre, Inc.

MELI Consumer Discretionary
$1,546.81 $-60.56 (-3.77%)
Market Cap: $78.42 B
Gurus Holding
18
Popularity Rank
#49
% of Shares Held
2.89%
Net Activity (Q1 2026)
+$313.27 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 Q1 2026, a total of 18 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.27 B.

Top institutional holders include Frank Sands and Al Gore.

Notably, Al Gore has expressed high conviction in this stock, allocating 7.09% of their equity portfolio to it.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $313.27 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 337.1%. Conversely, Stanley Druckenmiller reduced exposure by 94.1%.

Key Holders

Top 5 by Value

$822.07 M
$791.24 M
$233.43 M
$136.97 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$464.99 M
Total Buy Value
New Buys 5
Additions 5
-$151.73 M
Total Sell Value
Reductions 7
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
8
Net Buyers
10

FAQs for MercadoLibre, Inc. (MELI)

Major holders include Frank Sands ($822.07 M), Al Gore ($791.24 M), Chase Coleman ($233.43 M). According to the latest reported data, 18 tracked investment managers collectively hold approximately 1.47 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $313.27 M, with 10 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 1 fully exited MELI. The total reported sell value was $151.73 M.

Yes, 5 managers opened new positions in MELI, and 5 increased their existing holdings. The total reported buy value was $464.99 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
3.23% Reduce -6.7% 475,455 $822.07 M Q1 2026
7.09% Reduce -0.3% 457,626 $791.24 M Q1 2026
1.02% New Buy 135,006 $233.43 M Q1 2026
0.33% Add 337.1% 120,320 $208.04 M Q1 2026
0.05% Add 8.7% 79,217 $136.97 M Q1 2026
1.48% Add 34.5% 60,610 $104.8 M Q1 2026
0.04% Reduce -7.1% 45,958 $76.63 M Q1 2026
0.54% Add 2.9% 26,894 $46.5 M Q1 2026
0.32% Reduce -8.5% 23,988 $41.48 M Q1 2026
0.11% Reduce -12.6% 14,671 $25.37 M Q1 2026
0.97% Add 116.2% 8,000 $13.83 M Q1 2026
0.02% New Buy 6,367 $11.01 M Q1 2026
0.08% New Buy 5,450 $9.42 M Q1 2026
0.14% Reduce -94.1% 2,766 $4.78 M Q1 2026
1.00% New Buy 2,215 $3.83 M Q1 2026
0.01% Reduce -30.5% 426 $736,562 Q1 2026
0.01% New Buy 188 $325,056 Q1 2026
0.00% 180 $311,224 Q1 2026
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