Polen Capital Management
MELI icon

Polen Capital Management’s Mercado Libre MELI Stock Holding History

Polen 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 		$44M Sell
25,926
-8,526
-25% -$14.6M 0.38% 29
2026
Q1 		$59.6M Sell
34,452
-13,468
-28% -$26M 0.41% 27
2025
Q4 		$96.5M Sell
47,920
-1,595
-3% -$3.35M 0.41% 29
2025
Q3 		$116M Sell
49,515
-12,674
-20% -$30.4M 0.38% 29
2025
Q2 		$163M Sell
62,189
-6,345
-9% -$14.8M 0.5% 25
2025
Q1 		$134M Buy
68,534
+31,939
+87% +$63.4M 0.42% 28
2024
Q4 		$62.2M Sell
36,595
-2,420
-6% -$4.71M 0.17% 32
2024
Q3 		$80.1M Buy
39,015
+7,975
+26% +$15M 0.21% 30
2024
Q2 		$51M Sell
31,040
-2,240
-7% -$3.54M 0.13% 34
2024
Q1 		$50.3M Sell
33,280
-9,900
-23% -$16.2M 0.12% 33
2023
Q4 		$67.9M Sell
43,180
-5,308
-11% -$7.52M 0.16% 39
2023
Q3 		$61.5M Buy
48,488
+102
+0.2% +$130K 0.16% 34
2023
Q2 		$57.3M Sell
48,386
-2,268
-4% -$2.85M 0.14% 31
2023
Q1 		$66.8M Buy
50,654
+11,991
+31% +$13.6M 0.18% 28
2022
Q4 		$32.7M Sell
38,663
-3,377
-8% -$3.01M 0.1% 35
2022
Q3 		$34.8M Buy
42,040
+331
+0.8% +$285K 0.1% 33
2022
Q2 		$26.6M Sell
41,709
-1,581
-4% -$1.38M 0.07% 35
2022
Q1 		$51.5M Sell
43,290
-1,932
-4% -$2.1M 0.1% 35
2021
Q4 		$61M Buy
45,222
+27,978
+162% +$39.3M 0.1% 34
2021
Q3 		$29M Buy
17,244
+1,221
+8% +$2.11M 0.05% 34
2021
Q2 		$25M Buy
+16,023
New +$23.5M 0.05% 37

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

Polen Capital Management's MELI Position: Q2 2026 in Review

Polen Capital Management reduced its Mercado Libre (MELI) stake by 25% in Q2 2026, selling an estimated $14.6M and leaving 25,926 shares worth $44M. The position accounts for 0.38% of the portfolio, ranked #29.

Polen Capital Management first reported a position in MELI in Q2 2021 and has held it in 21 quarters since. The position peaked at $163M in Q2 2025. 1,441 funds tracked by Wall St. Rank hold MELI as of Q2 2026.

  • Polen Capital Management held 25,926 shares of Mercado Libre worth $44M as of Q2 2026.
  • Polen Capital Management sold 8,526 Mercado Libre shares in Q2 2026, an estimated $14.6M.
  • Mercado Libre made up 0.38% of Polen Capital Management's portfolio in Q2 2026, its #29 holding.
  • Polen Capital Management first reported a position in Mercado Libre in Q2 2021 and has held it in 21 quarters since.
  • Polen Capital Management's Mercado Libre position peaked at $163M in Q2 2025.
  • 1,441 funds tracked by Wall St. Rank held Mercado Libre as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.