Foxhaven Asset Management, LP — MERCADOLIBRE INC MELI: Quarterly 13F Position History
Foxhaven Asset Management, LP has reported MERCADOLIBRE INC (MELI) on 36 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2017. As of Q1 2026, the position is sized at 278,934 shares ($482.3M market value, 15.14% of the equity book). Quarter-over-quarter share count change: 1,007 (-0.4%) .
- 278,934Shares Held (Latest Filing)
- $482.3MReported Market Value (Latest Filing)
- 15.14%Portfolio Weight (% of 13F Equity Book)
- 1,007Quarter-over-Quarter Share Change
- -$81.6MQuarter-over-Quarter Value Change
- 305,926Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 36 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 278,934 | 1,007 | -0.4% | $482.3M | 15.14% | $1729.02 |
| Q4 2025 | 279,941 | +79,926 | +40.0% | $563.9M | 13.89% | $2014.26 |
| Q3 2025 | 200,015 | 6,052 | -2.9% | $467.4M | 11.69% | $2336.94 |
| Q2 2025 | 206,067 | 9,299 | -4.3% | $538.6M | 12.99% | $2613.63 |
| Q1 2025 | 215,366 | 3,046 | -1.4% | $420.2M | 12.76% | $1950.87 |
| Q4 2024 | 218,412 | +23,174 | +11.9% | $371.4M | 9.96% | $1700.44 |
| Q3 2024 | 195,238 | 30,033 | -13.3% | $400.6M | 11.22% | $2051.96 |
| Q2 2024 | 225,271 | +28,596 | +14.5% | $370.2M | 10.37% | $1643.40 |
| Q1 2024 | 196,675 | +13,717 | +7.5% | $297.4M | 8.02% | $1511.96 |
| Q4 2023 | 182,958 | +8,521 | +4.9% | $287.5M | 8.25% | $1571.54 |
| Q3 2023 | 174,437 | +16,471 | +10.4% | $221.2M | 7.11% | $1267.88 |
| Q2 2023 | 157,966 | 35,039 | -18.2% | $187.1M | 6.13% | $1184.60 |
| Q1 2023 | 193,005 | 26,032 | -11.9% | $254.4M | 9.19% | $1318.06 |
| Q4 2022 | 219,037 | 0 | — | $185.4M | 7.92% | $846.24 |
| Q3 2022 | 219,037 | +19,739 | +9.9% | $181.3M | 8.22% | $827.78 |
| Q2 2022 | 199,298 | +26,451 | +15.3% | $126.9M | 5.75% | $636.87 |
| Q1 2022 | 172,847 | 1,808 | -1.0% | $205.6M | 7.67% | $1189.48 |
| Q4 2021 | 174,655 | +8,198 | +4.9% | $235.5M | 6.84% | $1348.40 |
| Q3 2021 | 166,457 | 976 | -0.6% | $279.5M | 8.09% | $1679.40 |
| Q2 2021 | 167,433 | 0 | — | $260.8M | 7.15% | $1557.79 |
| Q1 2021 | 167,433 | 34,213 | -17.0% | $246.5M | 7.15% | $1472.14 |
| Q4 2020 | 201,646 | 0 | — | $337.8M | 9.36% | $1675.22 |
| Q3 2020 | 201,646 | +91,863 | +83.7% | $218.3M | 7.32% | $1082.48 |
| Q2 2020 | 109,783 | +4,896 | +4.7% | $108.2M | 3.64% | $985.77 |
| Q1 2020 | 104,887 | 127,370 | -54.8% | $51.2M | 2.81% | $488.58 |
| Q4 2019 | 232,257 | 39,096 | -14.4% | $132.8M | 6.30% | $571.94 |
| Q3 2019 | 271,353 | 5,371 | -1.9% | $149.6M | 7.10% | $551.23 |
| Q2 2019 | 276,724 | 29,202 | -9.5% | $169.3M | 8.36% | $611.77 |
| Q1 2019 | 305,926 | 0 | — | $155.3M | 8.29% | $507.73 |
| Q4 2018 | 305,926 | +95,167 | +45.2% | $89.6M | 5.41% | $292.85 |
| Q3 2018 | 210,759 | +29,271 | +16.1% | $71.8M | 4.13% | $340.47 |
| Q2 2018 | 181,488 | 0 | — | $54.3M | 3.36% | $298.93 |
| Q1 2018 | 181,488 | 39,558 | -17.9% | $64.7M | 4.35% | $356.39 |
| Q4 2017 | 221,046 | +12,560 | +6.0% | $69.6M | 4.83% | $314.66 |
| Q3 2017 | 208,486 | +85,191 | +69.1% | $54.0M | 3.92% | $258.93 |
| Q2 2017 | 123,295 | — | — | $30.9M | 2.17% | $250.88 |
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 Foxhaven Asset Management, LP first disclose a MELI position in 13F-HR filings?
Foxhaven Asset Management, LP first reported MERCADOLIBRE INC (MELI) on its 13F-HR filing for the period ending 2017-06-30 (Q2 2017). The position has appeared on 36 reported quarters within Pactolio's tracked window.
What was Foxhaven Asset Management, LP's most recent quarter-over-quarter share-count change in MELI?
Between Q4 2025 and Q1 2026, Foxhaven Asset Management, LP reduced its MELI position by 1,007 shares (-0.4%), leaving 278,934 shares at a market value of $482.3M.
Does the implied price-per-share represent Foxhaven Asset Management, LP'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.