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Equibles

ALKEON CAPITAL MANAGEMENT LLC

Position in MELI — Mercadolibre Inc

CIK 1230239 New York, NY
Back to MELI Full portfolio

Position in MELI

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$185,862,506
-$126,223,874 QoQ
Shares Held
109,499
-39.3% QoQ
Ownership
0.216%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#63
of 1,441 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 85% Shared 15% None 0%

Common Shares in MELI Over Time

Shares Held

Position Value (USD)

Derivatives in MELI

reported options exposure · as of Jun 30, 2020
CallValue
$123,221,250
CallShares
125,000
PutValue
$0
PutShares
0

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

ALKEON CAPITAL MANAGEMENT LLC holds $1,857,593,729 across 4 Internet Retail names. MELI ranks #2 (10.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMZN
Amazon Com Inc
 5,808,299 $1,384,349,983
2 MELI
Mercadolibre Inc
This page 		109,499 $185,862,506
3 DASH
DoorDash, Inc.
 933,210 $172,205,241
4 BABA
Alibaba Group Holding Ltd
 1,200,000 $115,175,999

All Filings in MELI

Export CSV
28 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $185,862,506 109,499
2026-03-31 $312,086,380 180,499
2025-12-31 $484,427,515 240,499
2025-09-30 $562,031,708 240,499
2025-06-30 $628,575,377 240,499
2025-03-31 $430,164,883 220,499
2024-12-31 $324,159,959 190,633
2024-09-30 $391,171,290 190,633
2024-06-30 $346,432,006 210,802
2024-03-31 $325,528,011 215,302
2023-12-31 $338,355,704 215,302
2023-09-30 $406,340,324 320,488
2023-06-30 $462,572,084 390,488
2023-03-31 $584,899,713 443,758
2022-12-31 $344,310,514 406,871
2022-09-30 $371,881,819 449,252
2022-06-30 $280,238,084 440,024
2022-03-31 $502,251,981 422,245
2021-12-31 $539,934,418 400,426
2021-09-30 $747,561,398 445,136
2021-06-30 $578,418,331 371,307
2021-03-31 $495,090,986 336,307
2020-12-31 $624,768,272 372,947
2020-09-30 $552,973,000 510,839
2020-06-30 $653,801,108 663,239
2020-06-30 $123,221,250 125,000
2020-03-31 $48,858,000 100,000
2020-03-31 $206,473,907 422,600