FAM
Foxhaven Asset Management’s Mercado Libre MELI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539M | Sell |
206,067
-9,299
| -4% | -$24.3M | 12.99% | 1 |
|
|
2025
Q1 | $420M | Sell |
215,366
-3,046
| -1% | -$5.94M | 12.76% | 2 |
|
|
2024
Q4 | $371M | Buy |
218,412
+23,174
| +12% | +$39.4M | 9.96% | 2 |
|
|
2024
Q3 | $401M | Sell |
195,238
-30,033
| -13% | -$61.6M | 11.22% | 1 |
|
|
2024
Q2 | $370M | Buy |
225,271
+28,596
| +15% | +$47M | 10.37% | 2 |
|
|
2024
Q1 | $297M | Buy |
196,675
+13,717
| +7% | +$20.7M | 8.02% | 3 |
|
|
2023
Q4 | $288M | Buy |
182,958
+8,521
| +5% | +$13.4M | 8.25% | 2 |
|
|
2023
Q3 | $221M | Buy |
174,437
+16,471
| +10% | +$20.9M | 7.11% | 3 |
|
|
2023
Q2 | $187M | Sell |
157,966
-35,039
| -18% | -$41.5M | 6.13% | 7 |
|
|
2023
Q1 | $254M | Sell |
193,005
-26,032
| -12% | -$34.3M | 9.19% | 1 |
|
|
2022
Q4 | $185M | Hold |
219,037
| – | – | 7.9% | 3 |
|
|
2022
Q3 | $181M | Buy |
219,037
+19,739
| +10% | +$16.3M | 8.07% | 6 |
|
|
2022
Q2 | $127M | Buy |
199,298
+26,451
| +15% | +$16.8M | 5.74% | 8 |
|
|
2022
Q1 | $206M | Sell |
172,847
-1,808
| -1% | -$2.15M | 7.64% | 6 |
|
|
2021
Q4 | $236M | Buy |
174,655
+8,198
| +5% | +$11.1M | 6.81% | 8 |
|
|
2021
Q3 | $280M | Sell |
166,457
-976
| -0.6% | -$1.64M | 8.06% | 3 |
|
|
2021
Q2 | $261M | Hold |
167,433
| – | – | 7.12% | 7 |
|
|
2021
Q1 | $246M | Sell |
167,433
-34,213
| -17% | -$50.4M | 7.12% | 4 |
|
|
2020
Q4 | $338M | Hold |
201,646
| – | – | 8.89% | 3 |
|
|
2020
Q3 | $218M | Buy |
201,646
+91,863
| +84% | +$99.4M | 6.94% | 4 |
|
|
2020
Q2 | $108M | Buy |
109,783
+4,896
| +5% | +$4.83M | 3.64% | 12 |
|
|
2020
Q1 | $51.2M | Sell |
104,887
-127,370
| -55% | -$62.2M | 2.75% | 15 |
|
|
2019
Q4 | $133M | Sell |
232,257
-39,096
| -14% | -$22.4M | 6.3% | 4 |
|
|
2019
Q3 | $150M | Sell |
271,353
-5,371
| -2% | -$2.96M | 6.06% | 4 |
|
|
2019
Q2 | $169M | Sell |
276,724
-29,202
| -10% | -$17.9M | 7.43% | 3 |
|
|
2019
Q1 | $155M | Hold |
305,926
| – | – | 7.83% | 3 |
|
|
2018
Q4 | $89.6M | Buy |
305,926
+95,167
| +45% | +$27.9M | 4.8% | 8 |
|
|
2018
Q3 | $71.8M | Buy |
210,759
+29,271
| +16% | +$9.97M | 4.01% | 10 |
|
|
2018
Q2 | $54.3M | Hold |
181,488
| – | – | 3.35% | 12 |
|
|
2018
Q1 | $64.7M | Sell |
181,488
-39,558
| -18% | -$14.1M | 4.34% | 9 |
|
|
2017
Q4 | $69.6M | Buy |
221,046
+12,560
| +6% | +$3.95M | 4.83% | 8 |
|
|
2017
Q3 | $54M | Buy |
208,486
+85,191
| +69% | +$22.1M | 3.92% | 10 |
|
|
2017
Q2 | $30.9M | Buy |
+123,295
| New | +$30.9M | 2.17% | 18 |
|