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
2020 Q3	–	Sell	-125,000	Closed	-$123M	–	156
2020 Q2	$123M	Buy	125,000 +25,000	+25%	+$18.7M	0.31%	63
2020 Q1	$48.9M	Sell	100,000 -650,000	-87%	-$401M	0.21%	81
2019 Q4	$429M	Sell	750,000 -494,500	-40%	-$274M	1.6%	3
2019 Q3	$686M	Hold	1,244,500	–	–	2.42%	2
2019 Q2	$761M	Hold	1,244,500	–	–	3.01%	2
2019 Q1	$632M	Sell	1,244,500 -1,800	-0.1%	-$718K	3.15%	2
2018 Q4	$365M	Sell	1,246,300 -3,700	-0.3%	-$1.2M	2.37%	3
2018 Q3	$426M	Buy	1,250,000 +250,000	+25%	+$84.7M	2.01%	5
2018 Q2	$299M	Hold	1,000,000	–	–	1.39%	10
2018 Q1	$356M	Buy	1,000,000 +170,000	+20%	+$62.2M	1.86%	4
2017 Q4	$261M	Buy	830,000 +330,000	+66%	+$89.3M	1.54%	10
2017 Q3	$129M	Buy	+500,000	New	+$133M	0.93%	35

Other funds holding MELI

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Alkeon Capital Management's MELI Position: Q1 2026 in Review

Alkeon Capital Management reduced its Mercado Libre (MELI) stake by 25% in Q1 2026, selling an estimated $116M and leaving 180,499 shares worth $312M. The position accounts for 0.52% of the portfolio, ranked #40.

Alkeon Capital Management first reported a position in MELI in Q1 2020 and has held it in 25 quarters since. The position peaked at $748M in Q3 2021. 1,447 funds tracked by Wall St. Rank hold MELI as of Q1 2026.

Alkeon Capital Management held 180,499 shares of Mercado Libre worth $312M as of Q1 2026.
Alkeon Capital Management sold 60,000 Mercado Libre shares in Q1 2026, an estimated $116M.
Mercado Libre made up 0.52% of Alkeon Capital Management's portfolio in Q1 2026, its #40 holding.
Alkeon Capital Management first reported a position in Mercado Libre in Q1 2020 and has held it in 25 quarters since.
Alkeon Capital Management's Mercado Libre position peaked at $748M in Q3 2021.
1,447 funds tracked by Wall St. Rank held Mercado Libre as of Q1 2026.

Based on Alkeon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.