Rheos Capital Works’s Mercado Libre MELI Stock Holding History

Rheos Capital Works’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	$18.7M	Buy	11,000 +2,000	+22%	+$3.42M	1.06%	41
2026 Q1	$15.6M	Hold	9,000	–	–	1.04%	37
2025 Q4	$18.1M	Hold	9,000	–	–	1.16%	32
2025 Q3	$21M	Buy	9,000 +4,000	+80%	+$9.6M	1.18%	37
2025 Q2	$13.1M	Buy	+5,000	New	+$11.7M	0.75%	40
2022 Q4	–	Sell	-5,200	Closed	-$4.3M	–	146
2022 Q3	$4.3M	Hold	5,200	–	–	0.29%	108
2022 Q2	$3.31M	Hold	5,200	–	–	0.25%	114
2022 Q1	$6.18M	Hold	5,200	–	–	0.3%	102
2021 Q4	$7.01M	Hold	5,200	–	–	0.31%	99
2021 Q3	$8.73M	Hold	5,200	–	–	0.45%	84
2021 Q2	$8.1M	Hold	5,200	–	–	0.41%	82
2021 Q1	$7.66M	Buy	5,200 +2,200	+73%	+$3.73M	0.51%	67
2020 Q4	$5.03M	Hold	3,000	–	–	0.37%	67
2020 Q3	$3.25M	Sell	3,000 -3,000	-50%	-$3.26M	0.27%	67
2020 Q2	$5.92M	Sell	6,000 -5,800	-49%	-$4.35M	0.41%	49
2020 Q1	$5.76M	Buy	11,800 +5,300	+82%	+$3.27M	0.61%	30
2019 Q4	$3.72M	Buy	+6,500	New	+$3.6M	0.38%	40

Other funds holding MELI

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Rheos Capital Works's MELI Position: Q2 2026 in Review

Rheos Capital Works increased its Mercado Libre (MELI) stake by 22% in Q2 2026, buying an estimated $3.42M and bringing the position to 11,000 shares worth $18.7M. The position accounts for 1.06% of the portfolio, ranked #41.

Rheos Capital Works first reported a position in MELI in Q4 2019 and has held it in 17 quarters since. The position peaked at $21M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold MELI as of Q2 2026.

Rheos Capital Works held 11,000 shares of Mercado Libre worth $18.7M as of Q2 2026.
Rheos Capital Works bought 2,000 Mercado Libre shares in Q2 2026, an estimated $3.42M.
Mercado Libre made up 1.06% of Rheos Capital Works's portfolio in Q2 2026, its #41 holding.
Rheos Capital Works first reported a position in Mercado Libre in Q4 2019 and has held it in 17 quarters since.
Rheos Capital Works's Mercado Libre position peaked at $21M in Q3 2025.
1,453 funds tracked by Wall St. Rank held Mercado Libre as of Q2 2026.

Based on Rheos Capital Works's 13F filing for Q2 2026, filed 7 Aug 2026.