MERCADOLIBRE (MELI) Institutional Ownership & Top Holders
The most recent SEC Form 13F filings (Q2 2026) show 22 hedge funds and institutional investors holding a combined 2.0M shares of MERCADOLIBRE (MELI), valued at $3.4B. The median portfolio weight is 1.9%.
Institutional ownership changes in MELI reflect net buying, as the combined position increased by 328K shares (19.5%) from the previous quarter.
Among 13F filers, the funds with the highest portfolio allocation to MELI are Nellore Capital Management (16.9% of its 13F portfolio), Linonia (16.8%), and ATMOS CAPITAL GESTAO DE RECURSOS (15.8%). In Q2 2026, Linonia made the largest position increase (+12.6%), while Ancient Art made the largest reduction (-12.0%).
Top 10 Institutional Holders in MERCADOLIBRE (MELI), Ranked by Portfolio Weight
Based on the latest SEC Form 13F filings (Q2 2026).
| # | Fund | Shares | Market Value | Portfolio Weight |
|---|---|---|---|---|
| 1 | Nellore Capital Management | 89,704 | $152.3M | 16.9% |
| 2 | Linonia | 553,788 | $940.0M | 16.8% |
| 3 | ATMOS CAPITAL GESTAO DE RECURSOS | 73,971 | $125.6M | 15.8% |
| 4 | Foxhaven Asset Management | 306,247 | $519.8M | 13.9% |
| 5 | Gavilan Investment Partners | 20,700 | $35.1M | 8.6% |
| 6 | Gemsstock | 10,830 | $18.4M | 5.4% |
| 7 | Durable Capital Partners | 308,663 | $523.9M | 5.1% |
| 8 | Route One Investment Company | 65,560 | $111.3M | 4.6% |
| 9 | Ribbit | 51,748 | $87.8M | 4.3% |
| 10 | LIGHT STREET CAPITAL MANAGEMENT | 12,750 | $21.6M | 2.5% |
- 22Institutional investors
- 2,010,702Shares held (disclosed)
- $3.4B13F market value
- 1.9%Median portfolio weight
Ownership History
Quarter-by-quarter share count, market value, and portfolio conviction weight (up to 5 of the heaviest weight-by-portfolio funds) of MELI. Sourced from 13F filings; reflects long equity positions only.
Quarter-over-Quarter ActivityQ2 2026
The biggest weight-increase and weight-decrease changes among funds that hold MELI. Deltas compare the selected filing to the previous reporting quarter.
Top buyers
- Linonia+12.6% · +423,527 shares
- ATMOS CAPITAL GESTAO DE RECURSOS+6.5% · +42,798 shares
- LIGHT STREET CAPITAL MANAGEMENT+2.5% · +12,750 shares
Top sellers
- Ancient Art-12.0% · -31,935 shares
- Fourth Sail Capital-9.4% · -32,940 shares
- D1 Capital-4.4% · -96,200 shares
Ownership Statistics
- Funds holding
- 22
- Median weight
- 1.9%
- Largest holder
- Nellore Capital Management · 16.9%
- Smallest holder
- Dodge & Cox · 0.0%
- Shares held
- 2,010,702 (+327,795)
All Institutional HoldersSortable · searchable
All institutional investors (Max 50) holding MELI in the selected quarter. Click a fund name to drill into its full 13F portfolio.
| 1 | Nellore Capital Management | 89,704 | $152.3M | 16.9% |
| 2 | Linonia | 553,788 | $940.0M | 16.8% |
| 3 | ATMOS CAPITAL GESTAO DE RECURSOS | 73,971 | $125.6M | 15.8% |
| 4 | Foxhaven Asset Management | 306,247 | $519.8M | 13.9% |
| 5 | Gavilan Investment Partners | 20,700 | $35.1M | 8.6% |
| 6 | Gemsstock | 10,830 | $18.4M | 5.4% |
| 7 | Durable Capital Partners | 308,663 | $523.9M | 5.1% |
| 8 | Route One Investment Company | 65,560 | $111.3M | 4.6% |
| 9 | Ribbit | 51,748 | $87.8M | 4.3% |
| 10 | LIGHT STREET CAPITAL MANAGEMENT | 12,750 | $21.6M | 2.5% |
| 11 | ThornTree Capital Partners | 10,642 | $18.1M | 2.5% |
| 12 | D1 Capital | 277,475 | $471.0M | 1.4% |
| 13 | Alta Park Capital | 8,075 | $13.7M | 1.3% |
| 14 | Tiger Global | 153,126 | $259.9M | 1.1% |
| 15 | Weitz Investment Management | 9,200 | $15.6M | 1.1% |
| 16 | Night Owl Capital Management | 4,052 | $6.9M | 0.7% |
| 17 | Miller Value Partners | 1,712 | $2.9M | 0.7% |
| 18 | Polen Capital Management | 25,926 | $44.0M | 0.4% |
| 19 | Markel Group | 24,000 | $40.7M | 0.3% |
| 20 | UTIMCO - The University of Texas | 321 | $544.9K | 0.1% |
| 21 | George Kaiser Family Foundation | 225 | $381.9K | 0.0% |
| 22 | Dodge & Cox | 1,987 | $3.4M | 0.0% |
Institutional Investor Count Over Time
Number of institutional investors disclosing a long position in MERCADOLIBRE INC (MELI) each reporting quarter. Sourced from SEC Form 13F-HR filings.
Methodology & FAQ
Methodology: How We Track MELI Institutional Holdings
Our data is systematically aggregated directly from quarterly Form 13F-HR disclosures submitted to the U.S. Securities and Exchange Commission (SEC).
- Who must file: This dataset includes filings from U.S. institutional investment managers, hedge funds, mutual funds, university endowments, and family offices managing at least $100 million in Section 13(f) securities (including equities, options, convertibles, ETFs, and warrants).
- What is included: We capture long positions in Section 13(f) securities for MERCADOLIBRE INC (MELI). By SEC regulation, 13F filings do not require the disclosure of short positions, non-U.S. holdings, or OTC derivatives. Listed options are excluded from portfolio weight calculations to ensure comparability across filers.
- Metric definition: “Portfolio Weight” shows how much of a fund's total reported 13F portfolio value (excluding listed options) is allocated to MELI on the specific reporting date.
- How to use this data: Quarter-over-quarter changes in shares and portfolio weight reflect a combination of active trading and market price movements. These are descriptive metrics of fund allocation, not explicit buy or sell signals.
How do you measure hedge fund conviction and institutional concentration in MELI?
We evaluate fund conviction by looking at portfolio weight rather than just absolute share count. By tracking how the largest holders , such as Nellore Capital Management , Linonia , and ATMOS CAPITAL GESTAO DE RECURSOS as of Q2 2026, change their position sizing quarter-over-quarter, we help investors distinguish between deliberate position sizing changes and passive mark-to-market drift.
Does the MELI ownership data include short interest or options?
SEC Form 13F mandates the disclosure of long positions in Section 13(f) securities, which includes equities and listed options (put and call contracts), but excludes short interest, swaps, and OTC derivatives by regulatory design. On this platform, listed options are excluded from portfolio weight calculations to ensure comparability across filers.
Are family offices and university endowments included in this MELI data?
Yes. In addition to traditional hedge funds and large asset managers, any institutional entity exercising investment discretion over at least $100 million in Section 13(f) securities must file a Form 13F. This explicitly includes single-family offices and university endowments. If a qualifying family office or endowment holds MELI stock, their allocation is systematically aggregated alongside traditional fund data.
When is the institutional ownership data updated, and is there a reporting lag?
Institutional investment managers are required to file their Form 13F within 45 days after the end of a calendar quarter (the standard “T+45” window). Our platform re-ingests new filings from the SEC EDGAR database on a nightly cycle, typically within 24–48 hours of publication, providing a point-in-time snapshot of reported consensus positioning for MELI as of each filing date.