Position in MELI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$154,226,552
-$18,692,738 QoQ
Shares Held
90,861
-9.1% QoQ
Ownership
0.179%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#71
of 1,439 holders
Holding Since
Jun 2020
18 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, 2026CallValue
$7,468,516
CallShares
4,400
PutValue
$19,859,463
PutShares
11,700
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, 2026Balyasny Asset Management L.P. holds $1,761,377,319 across 14 Internet Retail names. MELI ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
4,770,545 | $1,137,011,695 | |
| 2 | ETSY |
Etsy Inc
|
2,690,173 | $202,650,732 | |
| 3 | MELI |
Mercadolibre Inc
This page
|
90,861 | $154,226,552 | |
| 4 | GLBE |
Global-E Online Ltd.
|
2,098,803 | $72,891,428 | |
| 5 | CPNG |
Coupang, Inc.
|
3,290,427 | $57,154,716 | |
| 6 | BABA |
Alibaba Group Holding Ltd
|
494,857 | $47,496,374 | |
| 7 | EBAY |
Ebay Inc
|
276,816 | $30,934,187 | |
| 8 | W |
Wayfair Inc.
|
201,718 | $18,642,777 |
All Filings in MELI
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,859,463 | 11,700 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $154,226,552 | 90,861 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $7,468,516 | 4,400 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $28,355,928 | 16,400 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $2,074,824 | 1,200 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $172,919,290 | 100,010 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $85,207,225 | 42,302 | Shares | Other | 2026-02-17 | |
| 2025-12-31 | $4,229,946 | 2,100 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $5,237,076 | 2,600 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $9,347,759 | 4,000 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $7,010,819 | 3,000 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $1,175,480 | 503 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $28,770,837 | 11,008 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $784,088 | 300 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $3,136,355 | 1,200 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $2,536,131 | 1,300 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $5,462,436 | 2,800 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $2,210,571 | 1,300 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $2,210,571 | 1,300 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $39,467,210 | 23,210 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $82,792,482 | 40,348 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $628,616 | 400 | Put | Sole | 2024-02-14 | |
| 2023-09-30 | $72,717,989 | 57,354 | Shares | Other | 2023-11-14 | |
| 2023-03-31 | $125,514,909 | 95,227 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $16,571,916 | 19,583 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $49,103,909 | 59,320 | Shares | Other | 2022-11-15 | |
| 2022-03-31 | $20,379,360 | 17,133 | Shares | Sole | 2022-05-16 | |
| 2021-06-30 | $3,182,564 | 2,043 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $34,683,754 | 20,704 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $21,846,611 | 20,182 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,529,915 | 1,552 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||