Dorsal Capital Management’s Mercado Libre MELI Stock Holding History

Dorsal 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
2024 Q3	–	Sell	-87,500	Closed	-$144M	–	25
2024 Q2	$144M	Buy	87,500 +17,500	+25%	+$27.6M	4.95%	9
2024 Q1	$106M	Sell	70,000 -30,000	-30%	-$49.1M	3.46%	13
2023 Q4	$157M	Sell	100,000 -5,000	-5%	-$7.09M	4.85%	9
2023 Q3	$133M	Sell	105,000 -65,000	-38%	-$82.7M	4.55%	10
2023 Q2	$201M	Sell	170,000 -35,000	-17%	-$44M	6.94%	5
2023 Q1	$270M	Buy	205,000 +33,000	+19%	+$37.5M	8.65%	3
2022 Q4	$146M	Buy	172,000 +72,000	+72%	+$64.1M	8.64%	3
2022 Q3	$82.8M	Hold	100,000	–	–	5.15%	10
2022 Q2	$63.7M	Buy	100,000 +50,000	+100%	+$43.6M	4.15%	11
2022 Q1	$59.5M	Buy	+50,000	New	+$54.4M	2.98%	12
2020 Q2	–	Sell	-98,000	Closed	-$47.9M	–	25
2020 Q1	$47.9M	Sell	98,000 -66,000	-40%	-$40.7M	3.87%	15
2019 Q4	$93.8M	Sell	164,000 -41,000	-20%	-$22.7M	5.68%	9
2019 Q3	$113M	Buy	205,000 +21,000	+11%	+$12.7M	6.84%	6
2019 Q2	$113M	Sell	184,000 -97,500	-35%	-$54.3M	6.23%	6
2019 Q1	$143M	Sell	281,500 -26,000	-8%	-$10.4M	9.35%	3
2018 Q4	$90.1M	Buy	307,500 +87,500	+40%	+$28.4M	6.3%	6
2018 Q3	$74.9M	Buy	220,000 +130,000	+144%	+$44M	4.33%	11
2018 Q2	$26.9M	Buy	+90,000	New	+$28.4M	1.36%	22

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

Jennison Associates New York $145B AUM 34.61% 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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Dorsal Capital Management's MELI Position: Q3 2024 in Review

Dorsal Capital Management sold out of Mercado Libre (MELI) in Q3 2024, closing a stake of 87,500 shares — an estimated $144M sold.

Dorsal Capital Management first reported a position in MELI in Q2 2018 and held it in 18 quarters. The position peaked at $270M in Q1 2023. 1,303 funds tracked by Wall St. Rank hold MELI as of Q3 2024.

Dorsal Capital Management reported no remaining Mercado Libre position as of Q3 2024 after selling out during the quarter.
Dorsal Capital Management sold 87,500 Mercado Libre shares in Q3 2024, an estimated $144M.
Dorsal Capital Management first reported a position in Mercado Libre in Q2 2018 and held it in 18 quarters.
Dorsal Capital Management's Mercado Libre position peaked at $270M in Q1 2023.
1,303 funds tracked by Wall St. Rank held Mercado Libre as of Q3 2024.

Based on Dorsal Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.