Light Street Capital Management’s Mercado Libre MELI Stock Holding History

Light Street 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
2026 Q2	$21.6M	Buy	+12,750	New	+$21.8M	2.4%	17
2025 Q3	–	Sell	-3,049	Closed	-$7.97M	–	31
2025 Q2	$7.97M	Buy	+3,049	New	+$7.12M	1.63%	17
2025 Q1	–	Sell	-7,941	Closed	-$13.5M	–	29
2024 Q4	$13.5M	Buy	+7,941	New	+$15.5M	2.48%	16
2024 Q2	–	Sell	-9,024	Closed	-$13.6M	–	30
2024 Q1	$13.6M	Buy	9,024 +824	+10%	+$1.35M	3.3%	13
2023 Q4	$12.9M	Buy	+8,200	New	+$11.6M	3.86%	12
2023 Q2	–	Sell	-14,777	Closed	-$19.5M	–	26
2023 Q1	$19.5M	Buy	+14,777	New	+$16.8M	4.75%	9
2022 Q1	–	Sell	-56,630	Closed	-$76.4M	–	44
2021 Q4	$76.4M	Buy	+56,630	New	+$79.6M	4.56%	5
2020 Q3	–	Sell	-47,245	Closed	-$46.6M	–	48
2020 Q2	$46.6M	Buy	+47,245	New	+$35.4M	1.94%	24
2018 Q1	–	Sell	-37,289	Closed	-$11.7M	–	27
2017 Q4	$11.7M	Buy	+37,289	New	+$10.1M	1.27%	19
2017 Q3	–	Sell	-220,000	Closed	-$55.2M	–	25
2017 Q2	$55.2M	Buy	220,000 +45,000	+26%	+$11.6M	3.89%	10
2017 Q1	$37M	Buy	175,000 +55,000	+46%	+$10.8M	2.97%	14
2016 Q4	$18.7M	Sell	120,000 -75,000	-38%	-$12.4M	2.56%	19
2016 Q3	$36.1M	Buy	195,000 +92,123	+90%	+$15.3M	3.63%	9
2016 Q2	$14.5M	Buy	102,877 +4,659	+5%	+$605K	2.64%	15
2016 Q1	$11.6M	Buy	+98,218	New	+$10.2M	1.97%	20

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

Light Street Capital Management's MELI Position: Q2 2026 in Review

Light Street Capital Management opened a new position in Mercado Libre (MELI) in Q2 2026: 12,750 shares worth $21.6M. The stake represents 2.4% of the portfolio and ranks #17 among its holdings. This is a return to the name: Light Street Capital Management previously reported a position in MELI as recently as Q2 2025.

Light Street Capital Management first reported a position in MELI in Q1 2016 and has held it in 15 quarters since. The position peaked at $76.4M in Q4 2021. 1,447 funds tracked by Wall St. Rank hold MELI as of Q2 2026.

Light Street Capital Management held 12,750 shares of Mercado Libre worth $21.6M as of Q2 2026.
Mercado Libre was a new Light Street Capital Management position in Q2 2026.
Mercado Libre made up 2.4% of Light Street Capital Management's portfolio in Q2 2026, its #17 holding.
Light Street Capital Management first reported a position in Mercado Libre in Q1 2016 and has held it in 15 quarters since.
Light Street Capital Management's Mercado Libre position peaked at $76.4M in Q4 2021.
1,447 funds tracked by Wall St. Rank held Mercado Libre as of Q2 2026.

Based on Light Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.