Nellore Capital Management’s Mercado Libre MELI Stock Holding History

Nellore 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 Q1	$124M	Buy	71,955 +7,500	+12%	+$14.5M	15.9%	2
2025 Q4	$130M	Buy	64,455 +5,000	+8%	+$10.5M	14.53%	2
2025 Q3	$139M	Sell	59,455 -4,053	-6%	-$9.73M	15.15%	2
2025 Q2	$166M	Sell	63,508 -2,000	-3%	-$4.67M	18.61%	2
2025 Q1	$128M	Hold	65,508	–	–	17.39%	2
2024 Q4	$111M	Buy	65,508 +9,000	+16%	+$17.5M	14.55%	2
2024 Q3	$116M	Buy	56,508 +1,800	+3%	+$3.39M	15.8%	2
2024 Q2	$89.9M	Buy	54,708 +4,071	+8%	+$6.43M	13.56%	2
2024 Q1	$76.6M	Hold	50,637	–	–	11.83%	3
2023 Q4	$79.6M	Sell	50,637 -5,000	-9%	-$7.09M	14.64%	3
2023 Q3	$70.5M	Buy	55,637 +1,700	+3%	+$2.16M	13.27%	3
2023 Q2	$63.9M	Buy	53,937 +2,000	+4%	+$2.52M	11.96%	3
2023 Q1	$68.5M	Sell	51,937 -8,000	-13%	-$9.1M	14.84%	3
2022 Q4	$50.7M	Sell	59,937 -3,050	-5%	-$2.72M	12.48%	3
2022 Q3	$52.1M	Sell	62,987 -10,000	-14%	-$8.6M	13.21%	2
2022 Q2	$46.5M	Buy	72,987 +16,500	+29%	+$14.4M	12.42%	2
2022 Q1	$67.2M	Buy	56,487 +10,900	+24%	+$11.9M	15.2%	2
2021 Q4	$61.5M	Buy	45,587 +2,800	+7%	+$3.93M	16.62%	2
2021 Q3	$71.9M	Buy	42,787 +8,000	+23%	+$13.9M	17.39%	2
2021 Q2	$54.2M	Buy	34,787 +13,500	+63%	+$19.8M	17.18%	2
2021 Q1	$31.3M	Buy	21,287 +7,787	+58%	+$13.2M	15.29%	3
2020 Q4	$22.6M	Buy	+13,500	New	+$19M	19.35%	2

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Nellore Capital Management's MELI Position: Q1 2026 in Review

Nellore Capital Management increased its Mercado Libre (MELI) stake by 12% in Q1 2026, buying an estimated $14.5M and bringing the position to 71,955 shares worth $124M. The position accounts for 15.9% of the portfolio, ranked #2.

Nellore Capital Management first reported a position in MELI in Q4 2020 and has held it in 22 quarters since. The position peaked at $166M in Q2 2025. 1,447 funds tracked by Wall St. Rank hold MELI as of Q1 2026.

Nellore Capital Management held 71,955 shares of Mercado Libre worth $124M as of Q1 2026.
Nellore Capital Management bought 7,500 Mercado Libre shares in Q1 2026, an estimated $14.5M.
Mercado Libre made up 15.9% of Nellore Capital Management's portfolio in Q1 2026, its #2 holding.
Nellore Capital Management first reported a position in Mercado Libre in Q4 2020 and has held it in 22 quarters since.
Nellore Capital Management's Mercado Libre position peaked at $166M in Q2 2025.
1,447 funds tracked by Wall St. Rank held Mercado Libre as of Q1 2026.

Based on Nellore Capital Management's 13F filing for Q1 2026, filed 15 May 2026.