§ RETAIL
USD · RetailMELI
MERCADOLIBRE INC
USDSector · RetailBeta · 1.52
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 1756.13HIGH 1843.85LOW 1756.1352W 1593.21 — 2645.22
EVENTSJUN 30 · EARNINGS +4.1%
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
728 increased/new, 544 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 43.6 | P/B | 15.13 |
| EPS (TTM) | 39.39 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BAILLIE GIFFORD & CO | 3.2M | 5.7% | −7% |
| Capital Research Global Investors | 2.7M | 0.7% | +22% |
| Capital World Investors | 2.2M | 0.5% | +29% |
| Capital International Investors | 1.7M | 0.7% | +1% |
| Morgan Stanley | 1.6M | 0.2% | n/a |
| BlackRock, Inc. | 1.4M | 0.0% | −4% |
◇ AC INTELLIGENCE
Top institutional owners for MELI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER17.0% · 0 holders
OTHER28.2% · 1,228 holders
QUALITY / COMPOUNDER24.3% · 52 holders
DEALER / BANK12.0% · 82 holders
GROWTH / MOMENTUM6.4% · 2 holders
PASSIVE / INDEX4.6% · 12 holders
SYSTEMATIC / QUANT2.7% · 15 holders
INCOME / DEFENSIVE2.5% · 49 holders
TACTICAL / MACRO2.0% · 7 holders
ACTIVIST0.3% · 1 holder
DEEP VALUE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for MELI in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
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