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Lakehouse Capital’s Mercado Libre MELI Stock Holding History

Lakehouse Capital’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 		$20M Hold
11,809
– – 22.16% 1
2026
Q1 		$29.8M Hold
11,809
– – 20.11% 1
2025
Q4 		$23.8M Hold
11,809
– – 17.15% 1
2025
Q3 		$27.6M Hold
11,809
– – 16.87% 1
2025
Q2 		$30.9M Hold
11,809
– – 18.83% 1
2025
Q1 		$23M Hold
11,809
– – 15.32% 1
2024
Q4 		$20.1M Hold
11,809
– – 13.54% 2
2024
Q3 		$24.2M Hold
11,809
– – 17.05% 1
2024
Q2 		$19.4M Buy
11,809
+2,353
+25% +$3.71M 13.59% 2
2024
Q1 		$14.3M Hold
9,456
– – 11.12% 2
2023
Q4 		$14.9M Hold
9,456
– – 11.88% 2
2023
Q3 		$12M Hold
9,456
– – 10.81% 2
2023
Q2 		$11.2M Hold
9,456
– – 9.64% 4
2023
Q1 		$12.5M Sell
9,456
-2,668
-22% -$3.03M 11.02% 2
2022
Q4 		$10.3M Buy
12,124
+734
+6% +$653K 10.17% 4
2022
Q3 		$9.43M Sell
11,390
-42
-0.4% -$36.1K 10.33% 3
2022
Q2 		$7.28M Sell
11,432
-2,282
-17% -$1.99M 7.1% 6
2022
Q1 		$16.3M Hold
13,714
– – 10.59% 3
2021
Q4 		$18.5M Buy
13,714
+4,130
+43% +$5.8M 10.4% 3
2021
Q3 		$16.1M Sell
9,584
-14
-0.1% -$24.2K 9.09% 6
2021
Q2 		$15M Buy
+9,598
New +$14.1M 8.72% 6
2020
Q4 		$14.2M Buy
+8,484
New +$12M 10.68% 3
2020
Q1 		$12.8M Buy
+8,684
New +$5.36M 8.9% 6

Other funds holding MELI

CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lakehouse Capital's MELI Position: Q2 2026 in Review

Lakehouse Capital held its Mercado Libre (MELI) position steady in Q2 2026 at 11,809 shares worth $20M. The position accounts for 22.16% of the portfolio, ranked #1.

Lakehouse Capital first reported a position in MELI in Q1 2020 and has held it in 23 quarters since. The position peaked at $30.9M in Q2 2025. 509 funds tracked by Wall St. Rank hold MELI as of Q2 2026.

  • Lakehouse Capital held 11,809 shares of Mercado Libre worth $20M as of Q2 2026.
  • Lakehouse Capital left its Mercado Libre share count unchanged in Q2 2026.
  • Mercado Libre made up 22.16% of Lakehouse Capital's portfolio in Q2 2026, its #1 holding.
  • Lakehouse Capital first reported a position in Mercado Libre in Q1 2020 and has held it in 23 quarters since.
  • Lakehouse Capital's Mercado Libre position peaked at $30.9M in Q2 2025.
  • 509 funds tracked by Wall St. Rank held Mercado Libre as of Q2 2026.

Based on Lakehouse Capital's 13F filing for Q2 2026, filed 22 Jul 2026.