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Night Owl Capital Management’s Mercado Libre MELI Stock Holding History

Night Owl 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 		$6.88M Buy
4,052
+71
+2% +$121K 0.72% 25
2026
Q1 		$6.88M Buy
3,981
+30
+0.8% +$57.9K 0.8% 25
2025
Q4 		$7.96M Buy
3,951
+64
+2% +$134K 0.87% 24
2025
Q3 		$9.08M Buy
3,887
+39
+1% +$93.6K 0.99% 26
2025
Q2 		$10.1M Buy
+3,848
New +$8.99M 1.16% 25

Other funds holding MELI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Night Owl Capital Management's MELI Position: Q2 2026 in Review

Night Owl Capital Management increased its Mercado Libre (MELI) stake by 1.8% in Q2 2026, buying an estimated $121K and bringing the position to 4,052 shares worth $6.88M. The position accounts for 0.72% of the portfolio, ranked #25.

Night Owl Capital Management first reported a position in MELI in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.1M in Q2 2025. 1,453 funds tracked by Wall St. Rank hold MELI as of Q2 2026.

  • Night Owl Capital Management held 4,052 shares of Mercado Libre worth $6.88M as of Q2 2026.
  • Night Owl Capital Management bought 71 Mercado Libre shares in Q2 2026, an estimated $121K.
  • Mercado Libre made up 0.72% of Night Owl Capital Management's portfolio in Q2 2026, its #25 holding.
  • Night Owl Capital Management first reported a position in Mercado Libre in Q2 2025 and has held it in 5 quarters since.
  • Night Owl Capital Management's Mercado Libre position peaked at $10.1M in Q2 2025.
  • 1,453 funds tracked by Wall St. Rank held Mercado Libre as of Q2 2026.

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