Mercadolibre Inc (MELI) — 13F Holders Deep Dive (Q2 2026)

MELI ranks #250 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

MELI is a disclosed holding of Baillie Gifford (Baillie Gifford & Co.), one of the tracked superinvestors on AlphaSMO — it makes up 4.7% of that fund's own 13F portfolio.

MELI is a top-conviction position for Squadra Investments - Gestao De Recursos Ltda. — at 39.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in MELI belongs to Capital Research Global Investors, but the position matters far more to Squadra Investments - Gestao De Recursos Ltda., who has 39.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Eagle Capital Management LLC has added to its MELI position for two straight quarters, increasing it by $1.6B to reach $2.4B today.

Baillie Gifford & Co has trimmed its MELI position for two straight quarters, cutting it by $1.9B while still holding $5.2B.

MELI is up 2.2% today, and institutions have been net buyers of $53.5B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

MELI posted net income of $1.9B over the trailing twelve months, and currently trades at a P/E of 54.6.

• Profitable — net income of $1.9B over the trailing twelve months
• Revenue grew 41.2% year over year
• Net income declined year over year, from $2.1B to $1.9B
• Generated $12.1B in positive operating cash flow
• Current ratio of 1.17x — below the conventional 1.5x liquidity buffer
• Liabilities run 5.32x equity — a highly leveraged balance sheet worth noting