Alkeon Capital Management’s Mercado Libre MELI Stock Holding History

Alkeon Capital Management’s Portfolio MELI Stock Details MELI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$186M	Sell	109,499 -71,000	-39%	-$121M	0.25%	63
2026 Q1	$312M	Sell	180,499 -60,000	-25%	-$116M	0.52%	40
2025 Q4	$484M	Hold	240,499	–	–	0.77%	26
2025 Q3	$562M	Hold	240,499	–	–	0.83%	23
2025 Q2	$629M	Buy	240,499 +20,000	+9%	+$46.7M	1.05%	19
2025 Q1	$430M	Buy	220,499 +29,866	+16%	+$59.3M	0.9%	20
2024 Q4	$324M	Hold	190,633	–	–	0.66%	29
2024 Q3	$391M	Sell	190,633 -20,169	-10%	-$38M	0.67%	25
2024 Q2	$346M	Sell	210,802 -4,500	-2%	-$7.1M	0.57%	27
2024 Q1	$326M	Hold	215,302	–	–	0.56%	29
2023 Q4	$338M	Sell	215,302 -105,186	-33%	-$149M	0.76%	24
2023 Q3	$406M	Sell	320,488 -70,000	-18%	-$89M	0.73%	17
2023 Q2	$463M	Sell	390,488 -53,270	-12%	-$67M	0.81%	17
2023 Q1	$585M	Buy	443,758 +36,887	+9%	+$42M	1.29%	10
2022 Q4	$344M	Sell	406,871 -42,381	-9%	-$37.7M	1.33%	18
2022 Q3	$372M	Buy	449,252 +9,228	+2%	+$7.93M	1.2%	14
2022 Q2	$280M	Buy	440,024 +17,779	+4%	+$15.5M	0.75%	31
2022 Q1	$502M	Buy	422,245 +21,819	+5%	+$23.7M	1.01%	17
2021 Q4	$540M	Sell	400,426 -44,710	-10%	-$62.8M	1%	19
2021 Q3	$748M	Buy	445,136 +73,829	+20%	+$128M	1.26%	10
2021 Q2	$578M	Buy	371,307 +35,000	+10%	+$51.4M	0.85%	16
2021 Q1	$495M	Sell	336,307 -36,640	-10%	-$62.2M	0.74%	18
2020 Q4	$625M	Sell	372,947 -137,892	-27%	-$194M	1.02%	14
2020 Q3	$553M	Sell	510,839 -152,400	-23%	-$165M	1.02%	10
2020 Q2	$654M	Buy	663,239 +240,639	+57%	+$180M	1.65%	6
2020 Q1	$206M	Buy	+422,600	New	+$261M	0.88%	20

Other funds holding MELI

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Alkeon Capital Management's MELI Position: Q2 2026 in Review

Alkeon Capital Management reduced its Mercado Libre (MELI) stake by 39% in Q2 2026, selling an estimated $121M and leaving 109,499 shares worth $186M. The position accounts for 0.25% of the portfolio, ranked #63.

Alkeon Capital Management first reported a position in MELI in Q1 2020 and has held it in 26 quarters since. The position peaked at $748M in Q3 2021. 1,448 funds tracked by Wall St. Rank hold MELI as of Q2 2026.

Alkeon Capital Management held 109,499 shares of Mercado Libre worth $186M as of Q2 2026.
Alkeon Capital Management sold 71,000 Mercado Libre shares in Q2 2026, an estimated $121M.
Mercado Libre made up 0.25% of Alkeon Capital Management's portfolio in Q2 2026, its #63 holding.
Alkeon Capital Management first reported a position in Mercado Libre in Q1 2020 and has held it in 26 quarters since.
Alkeon Capital Management's Mercado Libre position peaked at $748M in Q3 2021.
1,448 funds tracked by Wall St. Rank held Mercado Libre as of Q2 2026.

Based on Alkeon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.