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OAG
Orbis Allan Gray’s
Mercado Libre
MELI
Stock Holding History
Orbis Allan Gray’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
2018
Q2
–
Sell
-700,774
Closed
-$250M
–
63
2018
Q1
$250M
Sell
700,774
-1,077,238
-61%
-$394M
1.43%
24
2017
Q4
$559M
Sell
1,778,012
-83,333
-4%
-$22.5M
3.28%
12
2017
Q3
$482M
Buy
1,861,345
+269,731
+17%
+$71.5M
2.97%
11
2017
Q2
$399M
Buy
1,591,614
+146,891
+10%
+$37.7M
2.51%
14
2017
Q1
$306M
Buy
1,444,723
+84,365
+6%
+$16.5M
2.09%
18
2016
Q4
$212M
Buy
1,360,358
+697,057
+105%
+$115M
1.52%
26
2016
Q3
$123M
Buy
663,301
+38,906
+6%
+$6.45M
0.86%
32
2016
Q2
$87.8M
Buy
624,395
+30,037
+5%
+$3.9M
0.67%
34
2016
Q1
$70M
Buy
+594,358
New
+$61.5M
0.57%
35
Other funds holding MELI
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
LPC
Lone Pine Capital
Greenwich, Connecticut
$12.5B AUM
54.4%
1-Year Est. Return
CG
Carmignac Gestion
Paris, France
$6.51B AUM
19.13%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Tiger Global Management
New York
$22.8B AUM
30.07%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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