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 Q3 2025, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.94 B.
Top institutional holders include Frank Sands and Al Gore.
Notably, Al Gore has expressed high conviction in this stock, allocating 6.93% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $94.19 M net inflow during the quarter.
Recent activity highlights Ray Dalio who dramatically increased their stake. Conversely, Paul Tudor Jones reduced exposure by 17.3%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 3.29% | Reduce -0.7% | 509,845 | $1.19 B | Q3 2025 | |
| 6.93% | Reduce -2.8% | 447,488 | $1.05 B | Q3 2025 | |
| 0.06% | Reduce -1.9% | 75,823 | $177.19 M | Q3 2025 | |
| 0.19% | Add 26.5% | 60,348 | $141.04 M | Q3 2025 | |
| 3.36% | Add 8.6% | 58,344 | $136.35 M | Q3 2025 | |
| 0.08% | Add 65.3% | 55,687 | $130.14 M | Q3 2025 | |
| 0.87% | Reduce -1.7% | 27,242 | $68.14 M | Q3 2025 | |
| 0.24% | Add 1237.7% | 26,486 | $61.9 M | Q3 2025 | |
| 0.36% | Add 1.7% | 25,722 | $60.11 M | Q3 2025 | |
| 0.54% | Reduce -1.7% | 17,197 | $40.19 M | Q3 2025 | |
| 0.47% | New Buy | 3,700 | $8.65 M | Q3 2025 | |
| 0.01% | Reduce -17.3% | 2,623 | $6.13 M | Q3 2025 | |
| 0.01% | Reduce -0.2% | 982 | $2.29 M | Q3 2025 | |
| 0.00% | Add 5.9% | 180 | $420,649 | Q3 2025 | |
| 0.00% | Add 17.3% | 149 | $348,204 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for MercadoLibre, Inc. (MELI)
Major holders include Frank Sands ($1.19 B), Al Gore ($1.05 B), Ken Fisher ($177.19 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 1.31 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $94.19 M, with 8 managers increasing positions and 9 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 2 fully exited MELI. The total reported sell value was $64.55 M.
Yes, 1 managers opened new positions in MELI, and 7 increased their existing holdings. The total reported buy value was $158.74 M.