TWO SIGMA INVESTMENTS, LP

Position in MELI — Mercadolibre Inc

CIK 1179392 NEW YORK, NY

Back to MELI Full portfolio

Position in MELI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$49,823,440

+$43,377,808 QoQ

Shares Held

28,816

+800.5% QoQ

Ownership

0.057%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in MELI Over Time

Shares Held

Position Value (USD)

Derivatives in MELI

reported options exposure · as of Mar 31, 2026

CallValue

$1,729,020

CallShares

1,000

PutValue

$8,645,100

PutShares

5,000

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 Mar 31, 2026

TWO SIGMA INVESTMENTS, LP holds $2,100,681,044 across 21 Internet Retail names. MELI ranks #5 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMZN	Amazon Com Inc	6,335,167	$1,319,425,231
2	SE	Sea Ltd	3,303,648	$273,575,090
3	W	Wayfair Inc.	2,503,995	$188,325,463
4	CHWY	Chewy, Inc.	6,212,892	$167,748,084
5	MELI	Mercadolibre Inc This page	28,816	$49,823,440
6	PDD	PDD Holdings Inc.	392,088	$40,063,551
7	JMIA	Jumia Technologies AG	2,957,600	$20,407,440
8	VIPS	Vipshop Holdings Ltd	506,401	$7,960,623

All Filings in MELI

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36 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,645,100	5,000	-82.6%	Put	Sole	2026-05-15
2026-03-31	$49,823,440	28,816	+2781.6%	Shares	Sole	2026-05-15
2026-03-31	$1,729,020	1,000	-68.8%	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	+538.8%	Shares	Sole	2023-05-15
2021-12-31	$26,293,800	19,500	+27.5%	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	-27.3%	Call	Sole	2021-11-15
2021-09-30	$18,473,400	11,000	-46.1%	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	+1.8%	Shares	Sole	2021-08-16
2021-06-30	$25,080,419	16,100	+168.3%	Put	Sole	2021-08-16
2021-06-30	$9,346,740	6,000	+39.5%	Call	Sole	2021-08-16
2021-03-31	$6,330,202	4,300	+330.0%	Put	Sole	2021-05-17
2021-03-31	$1,472,140	1,000	-88.9%	Call	Sole	2021-05-17
2021-03-31	$13,318,450	9,047	-33.5%	Shares	Sole	2021-05-17
2020-12-31	$22,782,992	13,600	+2727.4%	Put	Sole	2021-02-16
2020-12-31	$805,780	481	-92.6%	Shares	Sole	2021-02-16
2020-12-31	$10,888,930	6,500	-73.6%	Call	Sole	2021-02-16
2020-09-30	$26,608,440	24,581	+719.4%	Shares	Sole	2020-11-16
2020-09-30	$3,247,440	3,000	+76.5%	Put	Sole	2020-11-16
2020-09-30	$1,840,216	1,700	+41.7%	Call	Sole	2020-11-16
2020-06-30	$1,182,924	1,200	-36.8%	Put	Sole	2020-08-14
2020-06-30	$1,872,963	1,900	-64.2%	Call	Sole	2020-08-14
2020-03-31	$2,589,474	5,300	+130.4%	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.