Linonia Partnership LP: MERCADOLIBRE INC (MELI): Quarterly 13F Position History
As of Q2 2026, Linonia Partnership LP reported 553,788 shares of MERCADOLIBRE INC (MELI), worth $940.0M and representing 16.8% of its 13F equity book. Quarter-over-quarter share count change: + 423,527 (+325.1%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 553,788Shares Held (Latest Filing)
- $940.0MReported Market Value (Latest Filing)
- 16.8%Portfolio Weight (% of 13F Equity Book)
- +423,527Quarter-over-Quarter Share Change
- +$714.8MQuarter-over-Quarter Value Change
- 553,788Peak Reported Shares (Historical)
Recent initiation: Linonia Partnership LP first reported MELI on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 553,788 | +423,527 | +325.1% | $940.0M | 16.8% | $1697.4 |
| Q1 2026 | 130,261 | – | – | $225.2M | 4.2% | $1729.0 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Linonia Partnership LP first disclose a MELI position in 13F-HR filings?
Linonia Partnership LP first reported MERCADOLIBRE INC (MELI) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Linonia Partnership LP's most recent quarter-over-quarter share-count change in MELI?
Between Q1 2026 and Q2 2026, Linonia Partnership LP added 423,527 shares of MELI (+325.1%), bringing the total reported position to 553,788 shares at a market value of $940.0M.
Does the implied price-per-share represent Linonia Partnership 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.