LPC
Lone Pine Capital’s Mercado Libre MELI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-715,152
| Closed | -$1.05B | – | 41 |
|
|
2021
Q1 | $1.05B | Buy |
715,152
+118,041
| +20% | +$174M | 3.82% | 10 |
|
|
2020
Q4 | $1B | Buy |
597,111
+383,509
| +180% | +$642M | 3.64% | 8 |
|
|
2020
Q3 | $231M | Buy |
+213,602
| New | +$231M | 0.99% | 26 |
|
|
2020
Q1 | – | Sell |
-970,749
| Closed | -$555M | – | 46 |
|
|
2019
Q4 | $555M | Buy |
970,749
+390,332
| +67% | +$223M | 2.94% | 15 |
|
|
2019
Q3 | $320M | Buy |
580,417
+104,044
| +22% | +$57.4M | 1.88% | 26 |
|
|
2019
Q2 | $291M | Sell |
476,373
-190,833
| -29% | -$117M | 1.81% | 23 |
|
|
2019
Q1 | $339M | Buy |
667,206
+216,422
| +48% | +$110M | 1.98% | 22 |
|
|
2018
Q4 | $132M | Sell |
450,784
-1,334,475
| -75% | -$391M | 0.89% | 21 |
|
|
2018
Q3 | $608M | Sell |
1,785,259
-387,272
| -18% | -$132M | 3.13% | 19 |
|
|
2018
Q2 | $649M | Buy |
2,172,531
+548,373
| +34% | +$164M | 3.43% | 15 |
|
|
2018
Q1 | $579M | Buy |
1,624,158
+86,673
| +6% | +$30.9M | 2.93% | 18 |
|
|
2017
Q4 | $484M | Sell |
1,537,485
-93,039
| -6% | -$29.3M | 2.53% | 24 |
|
|
2017
Q3 | $422M | Buy |
+1,630,524
| New | +$422M | 2.05% | 23 |
|