ATMOS CAPITAL GESTAO DE RECURSOS LTDA.: MERCADOLIBRE INC (MELI): Quarterly 13F Position History
As of Q1 2026, ATMOS CAPITAL GESTAO DE RECURSOS LTDA. reported 31,173 shares of MERCADOLIBRE INC (MELI), worth $53.9M and representing 9.3% of its 13F equity book. Quarter-over-quarter share count change: 102,783 (-76.7%) . The position first appeared in Q4 2019 and has been disclosed across 26 13F-HR filings in Pactolio's tracked window.
- 31,173Shares Held (Latest Filing)
- $53.9MReported Market Value (Latest Filing)
- 9.3%Portfolio Weight (% of 13F Equity Book)
- 102,783Quarter-over-Quarter Share Change
- -$215.9MQuarter-over-Quarter Value Change
- 239,247Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 26 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 31,173 | 102,783 | -76.7% | $53.9M | 9.3% | $1729.0 |
| Q4 2025 | 133,956 | +119,291 | +813.4% | $269.8M | 21.8% | $2014.3 |
| Q3 2025 | 14,665 | 34,411 | -70.1% | $34.3M | 4.8% | $2336.9 |
| Q2 2025 | 49,076 | +4,113 | +9.1% | $128.3M | 19.9% | $2613.6 |
| Q1 2025 | 44,963 | 3,605 | -7.4% | $87.7M | 18.4% | $1950.9 |
| Q4 2024 | 48,568 | 1,332 | -2.7% | $82.6M | 17.9% | $1700.4 |
| Q3 2024 | 49,900 | 38,209 | -43.4% | $102.4M | 14.6% | $2052.0 |
| Q2 2024 | 88,109 | 29,784 | -25.3% | $144.8M | 20.3% | $1643.4 |
| Q1 2024 | 117,893 | +21,416 | +22.2% | $178.2M | 21.7% | $1512.0 |
| Q4 2023 | 96,477 | 33,473 | -25.8% | $151.6M | 17.4% | $1571.5 |
| Q3 2023 | 129,950 | +31,385 | +31.8% | $164.8M | 20.7% | $1267.9 |
| Q2 2023 | 98,565 | +356 | +0.4% | $116.8M | 18.7% | $1184.6 |
| Q1 2023 | 98,209 | 20,792 | -17.5% | $129.4M | 37.5% | $1318.1 |
| Q4 2022 | 119,001 | +20,579 | +20.9% | $100.7M | 17.5% | $846.2 |
| Q3 2022 | 98,422 | 3,102 | -3.1% | $81.5M | 12.3% | $827.8 |
| Q2 2022 | 101,524 | +33,203 | +48.6% | $64.7M | 9.8% | $636.9 |
| Q1 2022 | 68,321 | +9,240 | +15.6% | $81.3M | 14.1% | $1189.5 |
| Q4 2021 | 59,081 | +41,681 | +239.5% | $79.7M | 9.3% | $1348.4 |
| Q3 2021 | 17,400 | +17,400 | — | $29.2M | 3.6% | $1679.4 |
| Q2 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2021 | 0 | 28,000 | -100.0% | $0 | 0.0% | — |
| Q4 2020 | 28,000 | +19,000 | +211.1% | $46.9M | 7.7% | $1675.2 |
| Q3 2020 | 9,000 | 13,847 | -60.6% | $9.7M | 2.4% | $1082.4 |
| Q2 2020 | 22,847 | 25,800 | -53.0% | $22.5M | 9.2% | $985.8 |
| Q1 2020 | 48,647 | 190,600 | -79.7% | $23.8M | 19.2% | $488.6 |
| Q4 2019 | 239,247 | — | — | $136.8M | 49.6% | $571.9 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did ATMOS CAPITAL GESTAO DE RECURSOS LTDA. first disclose a MELI position in 13F-HR filings?
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. first reported MERCADOLIBRE INC (MELI) on its 13F-HR filing for the period ending 2019-12-31 (Q4 2019). The position has appeared on 26 reported quarters within Pactolio's tracked window.
What was ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s most recent quarter-over-quarter share-count change in MELI?
Between Q4 2025 and Q1 2026, ATMOS CAPITAL GESTAO DE RECURSOS LTDA. reduced its MELI position by 102,783 shares (-76.7%), leaving 31,173 shares at a market value of $53.9M.
Does the implied price-per-share represent ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s cost basis in MELI?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.