Dorsal Capital Management’s Mercado Libre MELI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-87,500
| Closed | -$144M | – | 23 |
|
|
2024
Q2 | $144M | Buy |
87,500
+17,500
| +25% | +$28.8M | 4.95% | 9 |
|
|
2024
Q1 | $106M | Sell |
70,000
-30,000
| -30% | -$45.4M | 3.46% | 13 |
|
|
2023
Q4 | $157M | Sell |
100,000
-5,000
| -5% | -$7.86M | 4.85% | 9 |
|
|
2023
Q3 | $133M | Sell |
105,000
-65,000
| -38% | -$82.4M | 4.55% | 10 |
|
|
2023
Q2 | $201M | Sell |
170,000
-35,000
| -17% | -$41.5M | 6.94% | 4 |
|
|
2023
Q1 | $270M | Buy |
205,000
+33,000
| +19% | +$43.5M | 8.65% | 2 |
|
|
2022
Q4 | $146M | Buy |
172,000
+72,000
| +72% | +$60.9M | 8.64% | 3 |
|
|
2022
Q3 | $82.8M | Hold |
100,000
| – | – | 5.15% | 10 |
|
|
2022
Q2 | $63.7M | Buy |
100,000
+50,000
| +100% | +$31.8M | 4.15% | 11 |
|
|
2022
Q1 | $59.5M | Buy |
+50,000
| New | +$59.5M | 2.98% | 12 |
|
|
2020
Q2 | – | Sell |
-98,000
| Closed | -$47.9M | – | 23 |
|
|
2020
Q1 | $47.9M | Sell |
98,000
-66,000
| -40% | -$32.2M | 3.87% | 15 |
|
|
2019
Q4 | $93.8M | Sell |
164,000
-41,000
| -20% | -$23.4M | 5.68% | 8 |
|
|
2019
Q3 | $113M | Buy |
205,000
+21,000
| +11% | +$11.6M | 6.84% | 5 |
|
|
2019
Q2 | $113M | Sell |
184,000
-97,500
| -35% | -$59.6M | 6.23% | 6 |
|
|
2019
Q1 | $143M | Sell |
281,500
-26,000
| -8% | -$13.2M | 9.35% | 3 |
|
|
2018
Q4 | $90.1M | Buy |
307,500
+87,500
| +40% | +$25.6M | 6.3% | 6 |
|
|
2018
Q3 | $74.9M | Buy |
220,000
+130,000
| +144% | +$44.3M | 4.33% | 11 |
|
|
2018
Q2 | $26.9M | Buy |
+90,000
| New | +$26.9M | 1.36% | 22 |
|