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

MELI ranks #249 out of 37696 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.

Banque Pictet & Cie SA has added to its MELI position for two straight quarters, increasing it by $12.0M to reach $35.1M today.

Assenagon Asset Management S.A. has trimmed its MELI position for two straight quarters, cutting it by $483.2M while still holding $90.0M.

MELI is down 1.2% today, but institutions show net buying of $53.5B this quarter — a divergence between today's price move and the underlying institutional flow.

MELI posted net income of $1.9B over the trailing twelve months, and currently trades at a P/E of 49.9.

• 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