Nellore Capital Management LLC: MERCADOLIBRE INC (MELI): Quarterly 13F Position History
As of Q1 2026, Nellore Capital Management LLC reported 71,955 shares of MERCADOLIBRE INC (MELI), worth $124.4M and representing 15.9% of its 13F equity book. Quarter-over-quarter share count change: + 7,500 (+11.6%) . The position first appeared in Q4 2020 and has been disclosed across 22 13F-HR filings in Pactolio's tracked window.
- 71,955Shares Held (Latest Filing)
- $124.4MReported Market Value (Latest Filing)
- 15.9%Portfolio Weight (% of 13F Equity Book)
- +7,500Quarter-over-Quarter Share Change
- -$5.4MQuarter-over-Quarter Value Change
- 72,987Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 22 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 71,955 | +7,500 | +11.6% | $124.4M | 15.9% | $1729.0 |
| Q4 2025 | 64,455 | +5,000 | +8.4% | $129.8M | 14.5% | $2014.3 |
| Q3 2025 | 59,455 | 4,053 | -6.4% | $138.9M | 15.2% | $2336.9 |
| Q2 2025 | 63,508 | 2,000 | -3.1% | $166.0M | 18.6% | $2613.6 |
| Q1 2025 | 65,508 | 0 | — | $127.8M | 17.4% | $1950.9 |
| Q4 2024 | 65,508 | +9,000 | +15.9% | $111.4M | 14.6% | $1700.4 |
| Q3 2024 | 56,508 | +1,800 | +3.3% | $116.0M | 15.8% | $2052.0 |
| Q2 2024 | 54,708 | +4,071 | +8.0% | $89.9M | 13.6% | $1643.4 |
| Q1 2024 | 50,637 | 0 | — | $76.6M | 11.8% | $1512.0 |
| Q4 2023 | 50,637 | 5,000 | -9.0% | $79.6M | 14.6% | $1571.5 |
| Q3 2023 | 55,637 | +1,700 | +3.2% | $70.5M | 13.3% | $1267.9 |
| Q2 2023 | 53,937 | 14,519 | -21.2% | $63.9M | 12.0% | $1184.6 |
| Q1 2023 | 68,456 | +8,519 | +14.2% | $68.5M | 14.8% | $1000.0 |
| Q4 2022 | 59,937 | 3,050 | -4.8% | $50.7M | 12.5% | $846.2 |
| Q3 2022 | 62,987 | 10,000 | -13.7% | $52.1M | 13.2% | $827.8 |
| Q2 2022 | 72,987 | +16,500 | +29.2% | $46.5M | 12.4% | $636.9 |
| Q1 2022 | 56,487 | +10,900 | +23.9% | $67.2M | 15.2% | $1189.5 |
| Q4 2021 | 45,587 | +2,800 | +6.5% | $61.5M | 22.3% | $1348.4 |
| Q3 2021 | 42,787 | +8,000 | +23.0% | $71.9M | 17.4% | $1679.4 |
| Q2 2021 | 34,787 | +13,500 | +63.4% | $54.2M | 17.2% | $1557.8 |
| Q1 2021 | 21,287 | +7,787 | +57.7% | $31.3M | 15.3% | $1472.1 |
| Q4 2020 | 13,500 | — | — | $22.6M | 19.4% | $1675.2 |
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 Nellore Capital Management LLC first disclose a MELI position in 13F-HR filings?
Nellore Capital Management LLC first reported MERCADOLIBRE INC (MELI) on its 13F-HR filing for the period ending 2020-12-31 (Q4 2020). The position has appeared on 22 reported quarters within Pactolio's tracked window.
What was Nellore Capital Management LLC's most recent quarter-over-quarter share-count change in MELI?
Between Q4 2025 and Q1 2026, Nellore Capital Management LLC added 7,500 shares of MELI (+11.6%), bringing the total reported position to 71,955 shares at a market value of $124.4M.
Does the implied price-per-share represent Nellore Capital Management LLC'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.