Kerrisdale Advisers’s Mercado Libre MELI Stock Holding History

Kerrisdale Advisers’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	$14.8M	Hold	8,724	–	–	3.71%	4
2026 Q1	$15.1M	Buy	8,724 +160	+2%	+$309K	5.74%	2
2025 Q4	$17.3M	Buy	8,564 +3,488	+69%	+$7.33M	8.13%	2
2025 Q3	$11.9M	Buy	5,076 +1,054	+26%	+$2.53M	6.15%	3
2025 Q2	$10.5M	Sell	4,022 -2,462	-38%	-$5.75M	5.48%	3
2025 Q1	$12.6M	Sell	6,484 -943	-13%	-$1.87M	5.29%	3
2024 Q4	$12.6M	Buy	7,427 +4,036	+119%	+$7.86M	4.27%	6
2024 Q3	$6.96M	Buy	3,391 +1,381	+69%	+$2.6M	2.37%	12
2024 Q2	$3.3M	Buy	+2,010	New	+$3.17M	1.03%	33

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

Kerrisdale Advisers's MELI Position: Q2 2026 in Review

Kerrisdale Advisers held its Mercado Libre (MELI) position steady in Q2 2026 at 8,724 shares worth $14.8M. The position accounts for 3.71% of the portfolio, ranked #4.

Kerrisdale Advisers first reported a position in MELI in Q2 2024 and has held it in 9 quarters since. The position peaked at $17.3M in Q4 2025. 1,441 funds tracked by Wall St. Rank hold MELI as of Q2 2026.

Kerrisdale Advisers held 8,724 shares of Mercado Libre worth $14.8M as of Q2 2026.
Kerrisdale Advisers left its Mercado Libre share count unchanged in Q2 2026.
Mercado Libre made up 3.71% of Kerrisdale Advisers's portfolio in Q2 2026, its #4 holding.
Kerrisdale Advisers first reported a position in Mercado Libre in Q2 2024 and has held it in 9 quarters since.
Kerrisdale Advisers's Mercado Libre position peaked at $17.3M in Q4 2025.
1,441 funds tracked by Wall St. Rank held Mercado Libre as of Q2 2026.

Based on Kerrisdale Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.