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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
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Orbis Allan Gray's MELI Position: Q2 2018 in Review

Orbis Allan Gray sold out of Mercado Libre (MELI) in Q2 2018, closing a stake of 700,774 shares — an estimated $250M sold.

Orbis Allan Gray first reported a position in MELI in Q1 2016 and held it in 9 quarters. The position peaked at $559M in Q4 2017. 392 funds tracked by Wall St. Rank hold MELI as of Q2 2018.

  • Orbis Allan Gray reported no remaining Mercado Libre position as of Q2 2018 after selling out during the quarter.
  • Orbis Allan Gray sold 700,774 Mercado Libre shares in Q2 2018, an estimated $250M.
  • Orbis Allan Gray first reported a position in Mercado Libre in Q1 2016 and held it in 9 quarters.
  • Orbis Allan Gray's Mercado Libre position peaked at $559M in Q4 2017.
  • 392 funds tracked by Wall St. Rank held Mercado Libre as of Q2 2018.

Based on Orbis Allan Gray's 13F filing for Q2 2018, filed 14 Aug 2018.