TWO SIGMA INVESTMENTS, LP

Position in MELI — Mercadolibre Inc

CIK 1179392 NEW YORK, NY

Back to MELI Full portfolio

Position in MELI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$317,844,764

+$268,021,324 QoQ

Shares Held

187,255

+549.8% QoQ

Ownership

0.369%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#36

of 1,439 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in MELI Over Time

Shares Held

Position Value (USD)

Derivatives in MELI

reported options exposure · as of Jun 30, 2026

CallValue

$17,143,639

CallShares

10,100

PutValue

$21,726,592

PutShares

12,800

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Internet Retail

Consumer Cyclical · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $2,441,054,688 across 23 Internet Retail names. MELI ranks #2 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMZN	Amazon Com Inc	5,716,287	$1,362,419,843
2	MELI	Mercadolibre Inc This page	187,255	$317,844,764
3	W	Wayfair Inc.	2,612,733	$241,468,783
4	SE	Sea Ltd	2,345,857	$224,803,476
5	CHWY	Chewy, Inc.	6,648,996	$130,652,771
6	CPNG	Coupang, Inc.	2,464,743	$42,812,585
7	PDD	PDD Holdings Inc.	476,800	$36,370,304
8	VIPS	Vipshop Holdings Ltd	1,980,054	$26,255,516

All Filings in MELI

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39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,726,592	12,800	+156.0%	Put	Sole	2026-08-14
2026-06-30	$17,143,639	10,100	+910.0%	Call	Sole	2026-08-14
2026-06-30	$317,844,764	187,255	+549.8%	Shares	Sole	2026-08-14
2026-03-31	$8,645,100	5,000	-74.4%	Put	Sole	2026-05-15
2026-03-31	$49,823,440	28,816	+800.5%	Shares	Sole	2026-05-15
2026-03-31	$1,729,020	1,000	-93.5%	Call	Sole	2026-05-15
2025-12-31	$6,445,632	3,200	-96.2%	Shares	Sole	2026-02-17
2025-09-30	$194,267,476	83,129	-2.8%	Shares	Sole	2025-11-14
2025-06-30	$223,548,992	85,532	-22.4%	Shares	Sole	2025-08-14
2025-03-31	$215,042,449	110,229	+1485.3%	Shares	Sole	2025-05-15
2024-12-31	$11,823,158	6,953	-93.4%	Shares	Sole	2025-02-14
2024-09-30	$217,284,096	105,891	+53.5%	Shares	Sole	2024-11-14
2024-06-30	$113,376,522	68,989	+102.7%	Shares	Sole	2024-08-14
2024-03-31	$51,451,998	34,030	-20.1%	Shares	Sole	2024-05-15
2023-12-31	$66,944,460	42,598	+36.6%	Shares	Sole	2024-02-14
2023-09-30	$39,550,248	31,194	-72.5%	Shares	Sole	2023-11-14
2023-06-30	$134,219,918	113,304	-9.0%	Shares	Sole	2023-08-14
2023-03-31	$164,197,336	124,575	+510.1%	Shares	Sole	2023-05-15
2021-12-31	$26,293,800	19,500	+77.3%	Put	Sole	2022-02-14
2021-12-31	$20,630,520	15,300	+91.2%	Call	Sole	2022-02-14
2021-09-30	$13,435,200	8,000	+33.3%	Call	Sole	2021-11-15
2021-09-30	$18,473,400	11,000	-31.7%	Put	Sole	2021-11-15
2021-09-30	$34,293,348	20,420	+24.6%	Shares	Sole	2021-11-15
2021-06-30	$25,522,831	16,384	+81.1%	Shares	Sole	2021-08-16
2021-06-30	$25,080,419	16,100	+274.4%	Put	Sole	2021-08-16
2021-06-30	$9,346,740	6,000	+500.0%	Call	Sole	2021-08-16
2021-03-31	$6,330,202	4,300	-68.4%	Put	Sole	2021-05-17
2021-03-31	$1,472,140	1,000	-84.6%	Call	Sole	2021-05-17
2021-03-31	$13,318,450	9,047	+1780.9%	Shares	Sole	2021-05-17
2020-12-31	$22,782,992	13,600	+353.3%	Put	Sole	2021-02-16
2020-12-31	$805,780	481	-98.0%	Shares	Sole	2021-02-16
2020-12-31	$10,888,930	6,500	+282.4%	Call	Sole	2021-02-16
2020-09-30	$26,608,440	24,581	—	Shares	Sole	2020-11-16
2020-09-30	$3,247,440	3,000	+150.0%	Put	Sole	2020-11-16
2020-09-30	$1,840,216	1,700	-10.5%	Call	Sole	2020-11-16
2020-06-30	$1,182,924	1,200	-77.4%	Put	Sole	2020-08-14
2020-06-30	$1,872,963	1,900	-17.4%	Call	Sole	2020-08-14
2020-03-31	$2,589,474	5,300	—	Put	Sole	2020-05-15
2020-03-31	$1,123,734	2,300	—	Call	Sole	2020-05-15
No filing history on record for this holder in this stock.