Polen Capital Management’s Mercado Libre MELI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$163M Sell
62,189
-6,345
-9% -$16.6M 0.5% 25
2025
Q1
$134M Buy
68,534
+31,939
+87% +$62.3M 0.42% 28
2024
Q4
$62.2M Sell
36,595
-2,420
-6% -$4.12M 0.17% 32
2024
Q3
$80.1M Buy
39,015
+7,975
+26% +$16.4M 0.21% 30
2024
Q2
$51M Sell
31,040
-2,240
-7% -$3.68M 0.13% 34
2024
Q1
$50.3M Sell
33,280
-9,900
-23% -$15M 0.12% 33
2023
Q4
$67.9M Sell
43,180
-5,308
-11% -$8.34M 0.16% 39
2023
Q3
$61.5M Buy
48,488
+102
+0.2% +$129K 0.16% 34
2023
Q2
$57.3M Sell
48,386
-2,268
-4% -$2.69M 0.14% 31
2023
Q1
$66.8M Buy
50,654
+11,991
+31% +$15.8M 0.18% 28
2022
Q4
$32.7M Sell
38,663
-3,377
-8% -$2.86M 0.1% 35
2022
Q3
$34.8M Buy
42,040
+331
+0.8% +$274K 0.1% 33
2022
Q2
$26.6M Sell
41,709
-1,581
-4% -$1.01M 0.07% 35
2022
Q1
$51.5M Sell
43,290
-1,932
-4% -$2.3M 0.1% 35
2021
Q4
$61M Buy
45,222
+27,978
+162% +$37.7M 0.1% 34
2021
Q3
$29M Buy
17,244
+1,221
+8% +$2.05M 0.05% 34
2021
Q2
$25M Buy
+16,023
New +$25M 0.05% 37