Foxhaven Asset Management, LP: MERCADOLIBRE INC (MELI): Quarterly 13F Position History
As of Q1 2026, Foxhaven Asset Management, LP reported 278,934 shares of MERCADOLIBRE INC (MELI), worth $482.3M and representing 15.1% of its 13F equity book. Quarter-over-quarter share count change: 1,007 (-0.4%) . The position first appeared in Q2 2017 and has been disclosed across 36 13F-HR filings in Pactolio's tracked window.
- 278,934Shares Held (Latest Filing)
- $482.3MReported Market Value (Latest Filing)
- 15.1%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 | 15.1% | $1729.0 |
| Q4 2025 | 279,941 | +79,926 | +40.0% | $563.9M | 13.9% | $2014.3 |
| Q3 2025 | 200,015 | 6,052 | -2.9% | $467.4M | 11.7% | $2336.9 |
| Q2 2025 | 206,067 | 9,299 | -4.3% | $538.6M | 13.0% | $2613.6 |
| Q1 2025 | 215,366 | 3,046 | -1.4% | $420.2M | 12.8% | $1950.9 |
| Q4 2024 | 218,412 | +23,174 | +11.9% | $371.4M | 10.0% | $1700.4 |
| Q3 2024 | 195,238 | 30,033 | -13.3% | $400.6M | 11.2% | $2052.0 |
| Q2 2024 | 225,271 | +28,596 | +14.5% | $370.2M | 10.4% | $1643.4 |
| Q1 2024 | 196,675 | +13,717 | +7.5% | $297.4M | 8.0% | $1512.0 |
| Q4 2023 | 182,958 | +8,521 | +4.9% | $287.5M | 8.2% | $1571.5 |
| Q3 2023 | 174,437 | +16,471 | +10.4% | $221.2M | 7.1% | $1267.9 |
| Q2 2023 | 157,966 | 35,039 | -18.2% | $187.1M | 6.1% | $1184.6 |
| Q1 2023 | 193,005 | 26,032 | -11.9% | $254.4M | 9.2% | $1318.1 |
| Q4 2022 | 219,037 | 0 | — | $185.4M | 7.9% | $846.2 |
| Q3 2022 | 219,037 | +19,739 | +9.9% | $181.3M | 8.2% | $827.8 |
| Q2 2022 | 199,298 | +26,451 | +15.3% | $126.9M | 5.8% | $636.9 |
| Q1 2022 | 172,847 | 1,808 | -1.0% | $205.6M | 7.7% | $1189.5 |
| Q4 2021 | 174,655 | +8,198 | +4.9% | $235.5M | 6.8% | $1348.4 |
| Q3 2021 | 166,457 | 976 | -0.6% | $279.5M | 8.1% | $1679.4 |
| Q2 2021 | 167,433 | 0 | — | $260.8M | 7.1% | $1557.8 |
| Q1 2021 | 167,433 | 34,213 | -17.0% | $246.5M | 7.2% | $1472.1 |
| Q4 2020 | 201,646 | 0 | — | $337.8M | 9.4% | $1675.2 |
| Q3 2020 | 201,646 | +91,863 | +83.7% | $218.3M | 7.3% | $1082.5 |
| Q2 2020 | 109,783 | +4,896 | +4.7% | $108.2M | 3.6% | $985.8 |
| Q1 2020 | 104,887 | 127,370 | -54.8% | $51.2M | 2.8% | $488.6 |
| Q4 2019 | 232,257 | 39,096 | -14.4% | $132.8M | 6.3% | $571.9 |
| Q3 2019 | 271,353 | 5,371 | -1.9% | $149.6M | 7.1% | $551.2 |
| Q2 2019 | 276,724 | 29,202 | -9.5% | $169.3M | 8.4% | $611.8 |
| Q1 2019 | 305,926 | 0 | — | $155.3M | 8.3% | $507.7 |
| Q4 2018 | 305,926 | +95,167 | +45.2% | $89.6M | 5.4% | $292.8 |
| Q3 2018 | 210,759 | +29,271 | +16.1% | $71.8M | 4.1% | $340.5 |
| Q2 2018 | 181,488 | 0 | — | $54.3M | 3.4% | $298.9 |
| Q1 2018 | 181,488 | 39,558 | -17.9% | $64.7M | 4.4% | $356.4 |
| Q4 2017 | 221,046 | +12,560 | +6.0% | $69.6M | 4.8% | $314.7 |
| Q3 2017 | 208,486 | +85,191 | +69.1% | $54.0M | 3.9% | $258.9 |
| Q2 2017 | 123,295 | — | — | $30.9M | 2.2% | $250.9 |
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 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.