Balyasny Asset Management’s Mercado Libre MELI Stock Holding History

Balyasny Asset 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	$2.07M	Sell	1,200 -1,400	-54%	-$2.7M	﹤0.01%	1764
2025 Q4	$5.24M	Sell	2,600 -1,400	-35%	-$2.94M	0.01%	1370
2025 Q3	$9.35M	Buy	4,000 +2,800	+233%	+$6.72M	0.01%	1087
2025 Q2	$3.14M	Sell	1,200 -1,600	-57%	-$3.74M	﹤0.01%	1514
2025 Q1	$5.46M	Buy	2,800 +1,500	+115%	+$2.98M	0.01%	1206
2024 Q4	$2.21M	Buy	+1,300	New	+$2.53M	﹤0.01%	1635
2018 Q3	–	Sell	-36,000	Closed	-$10.8M	–	1897
2018 Q2	$10.8M	Buy	36,000 +16,000	+80%	+$5.05M	0.05%	472
2018 Q1	$7.13M	Buy	+20,000	New	+$7.31M	0.03%	611
2017 Q4	–	Sell	-27,500	Closed	-$7.12M	–	2206
2017 Q3	$7.12M	Buy	+27,500	New	+$7.29M	0.03%	604
2016 Q3	–	Sell	-235,400	Closed	-$33.1M	–	1163
2016 Q2	$33.1M	Buy	235,400 +35,400	+18%	+$4.6M	0.21%	120
2016 Q1	$23.6M	Buy	+200,000	New	+$20.7M	0.14%	218
2015 Q3	–	Sell	-102,500	Closed	-$14.5M	–	1288
2015 Q2	$14.5M	Buy	102,500 +2,500	+3%	+$354K	0.09%	290
2015 Q1	$12.3M	Buy	+100,000	New	+$12.6M	0.1%	298
2014 Q4	–	Sell	-100,000	Closed	-$10.9M	–	778
2014 Q3	$10.9M	Buy	+100,000	New	+$10.4M	0.08%	290

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

Balyasny Asset Management's MELI Position: Q1 2026 in Review

Balyasny Asset Management increased its Mercado Libre (MELI) stake by 136% in Q1 2026, buying an estimated $111M and bringing the position to 100,010 shares worth $173M. The position accounts for 0.22% of the portfolio, ranked #76.

Balyasny Asset Management first reported a position in MELI in Q4 2013 and has held it in 35 quarters since. 1,447 funds tracked by Wall St. Rank hold MELI as of Q1 2026.

Balyasny Asset Management held 100,010 shares of Mercado Libre worth $173M as of Q1 2026.
Balyasny Asset Management bought 57,708 Mercado Libre shares in Q1 2026, an estimated $111M.
Mercado Libre made up 0.22% of Balyasny Asset Management's portfolio in Q1 2026, its #76 holding.
Balyasny Asset Management first reported a position in Mercado Libre in Q4 2013 and has held it in 35 quarters since.
1,447 funds tracked by Wall St. Rank held Mercado Libre as of Q1 2026.

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