Melvin Capital Management’s Mercado Libre MELI Stock Holding History

Melvin 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
2021 Q1	–	Sell	-200,000	Closed	-$335M	–	110
2020 Q4	$335M	Buy	+200,000	New	+$282M	1.41%	23
2018 Q2	–	Sell	-200,000	Closed	-$71.3M	–	129
2018 Q1	$71.3M	Buy	200,000 +125,000	+167%	+$45.7M	0.68%	43
2017 Q4	$23.6M	Sell	75,000 -106,580	-59%	-$28.8M	0.22%	75
2017 Q3	$47M	Buy	+181,580	New	+$48.1M	0.57%	50
2015 Q1	–	Sell	-130,000	Closed	-$16.6M	–	75
2014 Q4	$16.6M	Buy	+130,000	New	+$16.4M	1.83%	25

Other funds holding MELI

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Melvin Capital Management's MELI Position: Q1 2021 in Review

Melvin Capital Management sold out of Mercado Libre (MELI) in Q1 2021, closing a stake of 200,000 shares — an estimated $335M sold.

Melvin Capital Management first reported a position in MELI in Q4 2014 and held it in 5 quarters. The position peaked at $335M in Q4 2020. 904 funds tracked by Wall St. Rank hold MELI as of Q1 2021.

Melvin Capital Management reported no remaining Mercado Libre position as of Q1 2021 after selling out during the quarter.
Melvin Capital Management sold 200,000 Mercado Libre shares in Q1 2021, an estimated $335M.
Melvin Capital Management first reported a position in Mercado Libre in Q4 2014 and held it in 5 quarters.
Melvin Capital Management's Mercado Libre position peaked at $335M in Q4 2020.
904 funds tracked by Wall St. Rank held Mercado Libre as of Q1 2021.

Based on Melvin Capital Management's 13F filing for Q1 2021, filed 17 May 2021.