AMS Capital’s Mercado Libre MELI Stock Holding History

AMS Capital’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	$13M	Sell	7,659 -3,290	-30%	-$5.62M	4.47%	10
2026 Q1	$18.9M	Sell	10,949 -1,286	-11%	-$2.48M	7.35%	5
2025 Q4	$24.6M	Buy	12,235 +11,409	+1,381%	+$24M	9.53%	6
2025 Q3	$1.93M	Sell	826 -1,359	-62%	-$3.26M	0.79%	12
2025 Q2	$5.71M	Buy	+2,185	New	+$5.1M	2.16%	14
2022 Q3	–	Sell	-17,426	Closed	-$11.1M	–	16
2022 Q2	$11.1M	Buy	17,426 +4,400	+34%	+$3.84M	5.86%	7
2022 Q1	$15.5M	Sell	13,026 -33,064	-72%	-$36M	5.84%	4
2021 Q4	$62.1M	Hold	46,090	–	–	13.9%	1
2021 Q3	$77.4M	Sell	46,090 -28,710	-38%	-$49.7M	16.29%	1
2021 Q2	$117M	Sell	74,800 -7,000	-9%	-$10.3M	16.6%	1
2021 Q1	$120M	Buy	81,800 +19,400	+31%	+$32.9M	19.03%	1
2020 Q4	$105M	Sell	62,400 -4,550	-7%	-$6.42M	20.61%	1
2020 Q3	$72.5M	Sell	66,950 -3,100	-4%	-$3.36M	17.52%	1
2020 Q2	$69.1M	Hold	70,050	–	–	27.55%	1
2020 Q1	$34.2M	Sell	70,050 -30,800	-31%	-$19M	21.06%	1
2019 Q4	$57.7M	Buy	100,850 +37,700	+60%	+$20.9M	34.55%	1
2019 Q3	$34.8M	Buy	63,150 +43,150	+216%	+$26.2M	14.75%	2
2019 Q2	$12.2M	Buy	+20,000	New	+$11.1M	8.71%	3

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

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

AMS Capital's MELI Position: Q2 2026 in Review

AMS Capital reduced its Mercado Libre (MELI) stake by 30% in Q2 2026, selling an estimated $5.62M and leaving 7,659 shares worth $13M. The position accounts for 4.47% of the portfolio, ranked #10.

AMS Capital first reported a position in MELI in Q2 2019 and has held it in 18 quarters since. The position peaked at $120M in Q1 2021. 1,104 funds tracked by Wall St. Rank hold MELI as of Q2 2026.

AMS Capital held 7,659 shares of Mercado Libre worth $13M as of Q2 2026.
AMS Capital sold 3,290 Mercado Libre shares in Q2 2026, an estimated $5.62M.
Mercado Libre made up 4.47% of AMS Capital's portfolio in Q2 2026, its #10 holding.
AMS Capital first reported a position in Mercado Libre in Q2 2019 and has held it in 18 quarters since.
AMS Capital's Mercado Libre position peaked at $120M in Q1 2021.
1,104 funds tracked by Wall St. Rank held Mercado Libre as of Q2 2026.

Based on AMS Capital's 13F filing for Q2 2026, filed 6 Aug 2026.