Deepwater Asset Management’s Mercado Libre MELI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.94M Sell
2,860
-4,905
-63% -$9.46M 3.13% 12
2025
Q4
$15.6M Buy
7,765
+2,164
+39% +$4.55M 4.56% 4
2025
Q3
$13.1M Buy
5,601
+265
+5% +$636K 5.21% 7
2025
Q2
$13.9M Sell
5,336
-1,390
-21% -$3.25M 5.52% 13
2025
Q1
$13.1M Sell
6,726
-2,181
-24% -$4.33M 5.55% 4
2024
Q4
$15.1M Buy
8,907
+2,064
+30% +$4.02M 4.94% 12
2024
Q3
$14M Sell
6,843
-1,972
-22% -$3.71M 4.93% 12
2024
Q2
$14.5M Sell
8,815
-594
-6% -$938K 5.26% 7
2024
Q1
$14.2M Buy
9,409
+1,188
+14% +$1.94M 5.36% 9
2023
Q4
$12.9M Sell
8,221
-734
-8% -$1.04M 5.12% 9
2023
Q3
$11.4M Buy
+8,955
New +$11.4M 5.21% 5

Other funds holding MELI

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

Deepwater Asset Management reduced its Mercado Libre (MELI) stake by 63% in Q1 2026, selling an estimated $9.46M and leaving 2,860 shares worth $4.94M. The position accounts for 3.13% of the portfolio, ranked #12.

Deepwater Asset Management first reported a position in MELI in Q3 2023 and has held it in 11 quarters since. The position peaked at $15.6M in Q4 2025. 1,447 funds tracked by Wall St. Rank hold MELI as of Q1 2026.

  • Deepwater Asset Management held 2,860 shares of Mercado Libre worth $4.94M as of Q1 2026.
  • Deepwater Asset Management sold 4,905 Mercado Libre shares in Q1 2026, an estimated $9.46M.
  • Mercado Libre made up 3.13% of Deepwater Asset Management's portfolio in Q1 2026, its #12 holding.
  • Deepwater Asset Management first reported a position in Mercado Libre in Q3 2023 and has held it in 11 quarters since.
  • Deepwater Asset Management's Mercado Libre position peaked at $15.6M in Q4 2025.
  • 1,447 funds tracked by Wall St. Rank held Mercado Libre as of Q1 2026.

Based on Deepwater Asset Management's 13F filing for Q1 2026, filed 14 May 2026.