Gavilan Investment Partners’s Mercado Libre MELI Stock Holding History

Gavilan Investment Partners’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	$35.1M	Buy	20,700 +1,200	+6%	+$2.05M	8.55%	5
2026 Q1	$33.7M	Hold	19,500	–	–	9.06%	3
2025 Q4	$39.3M	Buy	19,500 +4,500	+30%	+$9.45M	9.43%	3
2025 Q3	$35.1M	Hold	15,000	–	–	7.83%	6
2025 Q2	$39.2M	Hold	15,000	–	–	9.42%	3
2025 Q1	$29.3M	Sell	15,000 -1,200	-7%	-$2.38M	8.23%	5
2024 Q4	$27.5M	Buy	16,200 +3,900	+32%	+$7.59M	7.64%	5
2024 Q3	$25.2M	Sell	12,300 -3,900	-24%	-$7.34M	7.25%	7
2024 Q2	$26.6M	Buy	16,200 +1,900	+13%	+$3M	8.45%	4
2024 Q1	$21.6M	Buy	14,300 +1,300	+10%	+$2.13M	7.04%	8
2023 Q4	$20.4M	Hold	13,000	–	–	7.59%	5
2023 Q3	$16.5M	Buy	13,000 +1,750	+16%	+$2.23M	7.1%	7
2023 Q2	$13.3M	Buy	11,250 +485	+5%	+$610K	5.94%	11
2023 Q1	$14.2M	Buy	10,765 +1,418	+15%	+$1.61M	7.32%	6
2022 Q4	$7.91M	Buy	+9,347	New	+$8.32M	8.12%	3

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

Gavilan Investment Partners's MELI Position: Q2 2026 in Review

Gavilan Investment Partners increased its Mercado Libre (MELI) stake by 6.2% in Q2 2026, buying an estimated $2.05M and bringing the position to 20,700 shares worth $35.1M. The position accounts for 8.55% of the portfolio, ranked #5.

Gavilan Investment Partners first reported a position in MELI in Q4 2022 and has held it in 15 quarters since. The position peaked at $39.3M in Q4 2025. 1,440 funds tracked by Wall St. Rank hold MELI as of Q2 2026.

Gavilan Investment Partners held 20,700 shares of Mercado Libre worth $35.1M as of Q2 2026.
Gavilan Investment Partners bought 1,200 Mercado Libre shares in Q2 2026, an estimated $2.05M.
Mercado Libre made up 8.55% of Gavilan Investment Partners's portfolio in Q2 2026, its #5 holding.
Gavilan Investment Partners first reported a position in Mercado Libre in Q4 2022 and has held it in 15 quarters since.
Gavilan Investment Partners's Mercado Libre position peaked at $39.3M in Q4 2025.
1,440 funds tracked by Wall St. Rank held Mercado Libre as of Q2 2026.

Based on Gavilan Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.