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MercadoLibre, Inc.

MELI Consumer Discretionary
$1,670 $-10 (-0.60%)
Market Cap: $84.66 B
Gurus Holding
14
Popularity Rank
#130
% of Shares Held
2.53%
Net Activity (Q4 2025)
-$56.22 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 Q4 2025, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.14 B.

Top institutional holders include Frank Sands and Al Gore.

Notably, Al Gore has expressed high conviction in this stock, allocating 6.41% of their equity portfolio to it.

Institutional sentiment is currently Bearish. This is evidenced by a $56.22 M net outflow during the quarter.

Recent activity highlights Manning & Napier Group who increased their stake by 65.4%. Conversely, Renaissance Technologies reduced exposure by 54.4%.

Key Holders

Top 5 by Value

$1.03 B
$924.04 M
$146.84 M
$99.52 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$77.73 M
Total Buy Value
New Buys 0
Additions 4
-$133.94 M
Total Sell Value
Reductions 8
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
9
Net Buyers
4

FAQs for MercadoLibre, Inc. (MELI)

Major holders include Frank Sands ($1.03 B), Al Gore ($924.04 M), Ken Fisher ($146.84 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 1.28 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $56.22 M, with 4 managers increasing positions and 9 managers reducing holdings.

During the most recent reporting period, 8 managers trimmed their positions, while 1 fully exited MELI. The total reported sell value was $133.94 M.

Yes, 0 managers opened new positions in MELI, and 4 increased their existing holdings. The total reported buy value was $77.73 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
3.12% Reduce 0.0% 509,645 $1.03 B Q4 2025
6.41% Add 2.5% 458,751 $924.04 M Q4 2025
0.05% Reduce -3.9% 72,902 $146.84 M Q4 2025
0.05% Reduce -11.2% 49,452 $99.52 M Q4 2025
2.11% Reduce -19.2% 47,149 $94.97 M Q4 2025
1.18% Add 65.4% 45,055 $91.05 M Q4 2025
0.09% Reduce -54.4% 27,528 $55.45 M Q4 2025
0.35% Add 2.0% 26,225 $52.82 M Q4 2025
0.57% Add 52.1% 26,149 $52.67 M Q4 2025
0.12% Reduce -36.6% 16,786 $33.81 M Q4 2025
0.44% 3,700 $7.45 M Q4 2025
0.01% Reduce -37.6% 613 $1.23 M Q4 2025
0.00% 180 $362,567 Q4 2025
0.00% Reduce -13.4% 129 $259,840 Q4 2025
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