Carrhae Capital’s Mercado Libre MELI Stock Holding History

Carrhae 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
2023 Q1	–	Sell	-22,421	Closed	-$19M	–	27
2022 Q4	$19M	Buy	+22,421	New	+$20M	4.02%	7
2022 Q3	–	Sell	-9,951	Closed	-$6.34M	–	20
2022 Q2	$6.34M	Buy	+9,951	New	+$8.67M	5.35%	8
2021 Q3	–	Sell	-18,288	Closed	-$28.5M	–	13
2021 Q2	$28.5M	Buy	+18,288	New	+$26.8M	6.27%	2
2020 Q2	–	Sell	-29,587	Closed	-$14.5M	–	12
2020 Q1	$14.5M	Buy	+29,587	New	+$18.2M	11.69%	3

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Carrhae Capital's MELI Position: Q1 2023 in Review

Carrhae Capital sold out of Mercado Libre (MELI) in Q1 2023, closing a stake of 22,421 shares — an estimated $19M sold.

Carrhae Capital first reported a position in MELI in Q1 2020 and held it in 4 quarters. The position peaked at $28.5M in Q2 2021. 970 funds tracked by Wall St. Rank hold MELI as of Q1 2023.

Carrhae Capital reported no remaining Mercado Libre position as of Q1 2023 after selling out during the quarter.
Carrhae Capital sold 22,421 Mercado Libre shares in Q1 2023, an estimated $19M.
Carrhae Capital first reported a position in Mercado Libre in Q1 2020 and held it in 4 quarters.
Carrhae Capital's Mercado Libre position peaked at $28.5M in Q2 2021.
970 funds tracked by Wall St. Rank held Mercado Libre as of Q1 2023.

Based on Carrhae Capital's 13F filing for Q1 2023, filed 27 Nov 2024.