Makena Capital Management’s Mercado Libre MELI Stock Holding History

Makena 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
2024 Q4	–	Sell	-4,107	Closed	-$8.43M	–	44
2024 Q3	$8.43M	Sell	4,107 -1,695	-29%	-$3.19M	2.02%	31
2024 Q2	$9.54M	Sell	5,802 -801	-12%	-$1.26M	2.21%	23
2024 Q1	$9.98M	Buy	6,603 +252	+4%	+$412K	2.32%	23
2023 Q4	$9.98M	Sell	6,351 -4,782	-43%	-$6.78M	2.26%	22
2023 Q3	$14.1M	Sell	11,133 -294	-3%	-$374K	3.02%	10
2023 Q2	$13.5M	Buy	11,427 +2,272	+25%	+$2.86M	2.59%	10
2023 Q1	$12.1M	Buy	+9,155	New	+$10.4M	2.29%	10
2022 Q4	–	Sell	-11,899	Closed	-$9.85M	–	51
2022 Q3	$9.85M	Buy	11,899 +2,460	+26%	+$2.11M	1.64%	25
2022 Q2	$6.01M	Hold	9,439	–	–	0.98%	39
2022 Q1	$11.2M	Sell	9,439 -468	-5%	-$509K	1.36%	33
2021 Q4	$13.4M	Buy	9,907 +2,331	+31%	+$3.27M	1.51%	23
2021 Q3	$12.7M	Buy	7,576 +907	+14%	+$1.57M	2.15%	17
2021 Q2	$10.4M	Buy	6,669 +281	+4%	+$413K	1.53%	21
2021 Q1	$9.4M	Buy	+6,388	New	+$10.8M	1.49%	19

Other funds holding MELI

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Makena Capital Management's MELI Position: Q4 2024 in Review

Makena Capital Management sold out of Mercado Libre (MELI) in Q4 2024, closing a stake of 4,107 shares — an estimated $8.43M sold.

Makena Capital Management first reported a position in MELI in Q1 2021 and held it in 14 quarters. The position peaked at $14.1M in Q3 2023. 1,318 funds tracked by Wall St. Rank hold MELI as of Q4 2024.

Makena Capital Management reported no remaining Mercado Libre position as of Q4 2024 after selling out during the quarter.
Makena Capital Management sold 4,107 Mercado Libre shares in Q4 2024, an estimated $8.43M.
Makena Capital Management first reported a position in Mercado Libre in Q1 2021 and held it in 14 quarters.
Makena Capital Management's Mercado Libre position peaked at $14.1M in Q3 2023.
1,318 funds tracked by Wall St. Rank held Mercado Libre as of Q4 2024.

Based on Makena Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.