Connective Capital Management’s Mercado Libre MELI Stock Holding History

Connective 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 Q2	$1.41M	Sell	830 -419	-34%	-$716K	0.99%	19
2026 Q1	$2.16M	Sell	1,249 -181	-13%	-$349K	1.78%	17
2025 Q4	$2.88M	Hold	1,430	–	–	1.69%	9
2025 Q3	$3.34M	Buy	1,430 +193	+16%	+$463K	3.07%	9
2025 Q2	$3.23M	Hold	1,237	–	–	3.02%	11
2025 Q1	$2.41M	Hold	1,237	–	–	2.22%	12
2024 Q4	$2.1M	Hold	1,237	–	–	2.45%	13
2024 Q3	$2.52M	Sell	1,237 -189	-13%	-$356K	2.28%	13
2024 Q2	$2.34M	Hold	1,426	–	–	4.21%	11
2024 Q1	$2.16M	Hold	1,426	–	–	3.29%	14
2023 Q4	$2.24M	Hold	1,426	–	–	1.87%	13
2023 Q3	$1.81M	Hold	1,426	–	–	4.13%	10
2023 Q2	$1.69M	Hold	1,426	–	–	1.97%	15
2023 Q1	$1.88M	Hold	1,426	–	–	2.78%	9
2022 Q4	$1.21M	Buy	+1,426	New	+$1.27M	0.44%	17

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 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

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

Connective Capital Management's MELI Position: Q2 2026 in Review

Connective Capital Management reduced its Mercado Libre (MELI) stake by 34% in Q2 2026, selling an estimated $716K and leaving 830 shares worth $1.41M. The position accounts for 0.99% of the portfolio, ranked #19.

Connective Capital Management first reported a position in MELI in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.34M in Q3 2025. 1,446 funds tracked by Wall St. Rank hold MELI as of Q2 2026.

Connective Capital Management held 830 shares of Mercado Libre worth $1.41M as of Q2 2026.
Connective Capital Management sold 419 Mercado Libre shares in Q2 2026, an estimated $716K.
Mercado Libre made up 0.99% of Connective Capital Management's portfolio in Q2 2026, its #19 holding.
Connective Capital Management first reported a position in Mercado Libre in Q4 2022 and has held it in 15 quarters since.
Connective Capital Management's Mercado Libre position peaked at $3.34M in Q3 2025.
1,446 funds tracked by Wall St. Rank held Mercado Libre as of Q2 2026.

Based on Connective Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.