Daniel Sundheim’s Mercado Libre MELI Stock Holding History

Daniel Sundheim’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	$471M	Sell	277,475 -96,200	-26%	-$164M	1.35%	6
2026 Q1	$646M	Buy	373,675 +149,194	+66%	+$288M	5.75%	2
2025 Q4	$452M	Buy	224,481 +95,678	+74%	+$201M	4.23%	6
2025 Q3	$301M	Buy	+128,803	New	+$309M	3.46%	10
2025 Q1	–	Sell	-45,400	Closed	-$77.2M	–	45
2024 Q4	$77.2M	Buy	+45,400	New	+$88.4M	1.28%	30
2019 Q1	–	Sell	-709,900	Closed	-$208M	–	30
2018 Q4	$208M	Buy	+709,900	New	+$230M	3.99%	10

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

Daniel Sundheim's MELI Position: Q2 2026 in Review

Daniel Sundheim reduced its Mercado Libre (MELI) stake by 26% in Q2 2026, selling an estimated $164M and leaving 277,475 shares worth $471M. The position accounts for 1.35% of the portfolio, ranked #6.

Daniel Sundheim first reported a position in MELI in Q4 2018 and has held it in 6 quarters since. The position peaked at $646M in Q1 2026. 1,441 funds tracked by Wall St. Rank hold MELI as of Q2 2026.

Daniel Sundheim held 277,475 shares of Mercado Libre worth $471M as of Q2 2026.
Daniel Sundheim sold 96,200 Mercado Libre shares in Q2 2026, an estimated $164M.
Mercado Libre made up 1.35% of Daniel Sundheim's portfolio in Q2 2026, its #6 holding.
Daniel Sundheim first reported a position in Mercado Libre in Q4 2018 and has held it in 6 quarters since.
Daniel Sundheim's Mercado Libre position peaked at $646M in Q1 2026.
1,441 funds tracked by Wall St. Rank held Mercado Libre as of Q2 2026.

Based on D1 Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.