Altimeter Capital Management’s Mercado Libre MELI Stock Holding History

Altimeter 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 Q1	–	Sell	-68,480	Closed	-$138M	–	18
2025 Q4	$138M	Buy	68,480 +30,639	+81%	+$64.4M	2.07%	14
2025 Q3	$88.4M	Sell	37,841 -8,698	-19%	-$20.9M	1.17%	18
2025 Q2	$122M	Buy	46,539 +43,239	+1,310%	+$101M	1.76%	14
2025 Q1	$6.44M	Sell	3,300 -32,955	-91%	-$65.4M	0.13%	19
2024 Q4	$61.6M	Sell	36,255 -25,205	-41%	-$49.1M	1.11%	20
2024 Q3	$126M	Buy	61,460 +9,640	+19%	+$18.1M	1.87%	11
2024 Q2	$85.2M	Buy	51,820 +45,575	+730%	+$71.9M	1.27%	13
2024 Q1	$9.44M	Hold	6,245	–	–	0.15%	16
2023 Q4	$9.81M	Buy	6,245 +3,265	+110%	+$4.63M	0.16%	10
2023 Q3	$3.78M	Buy	+2,980	New	+$3.79M	0.07%	9

Other funds holding MELI

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Altimeter Capital Management sold out of Mercado Libre (MELI) in Q1 2026, closing a stake of 68,480 shares — an estimated $138M sold.

Altimeter Capital Management first reported a position in MELI in Q3 2023 and held it in 10 quarters. The position peaked at $138M in Q4 2025. 1,456 funds tracked by Wall St. Rank hold MELI as of Q1 2026.

Altimeter Capital Management reported no remaining Mercado Libre position as of Q1 2026 after selling out during the quarter.
Altimeter Capital Management sold 68,480 Mercado Libre shares in Q1 2026, an estimated $138M.
Altimeter Capital Management first reported a position in Mercado Libre in Q3 2023 and held it in 10 quarters.
Altimeter Capital Management's Mercado Libre position peaked at $138M in Q4 2025.
1,456 funds tracked by Wall St. Rank held Mercado Libre as of Q1 2026.

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