NZS Capital, LLC

Position in MELI — Mercadolibre Inc

CIK 1816616 DENVER, CO

Position in MELI

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

Position Value

$58,507,335

+$7,062,074 QoQ

Shares Held

34,469

+15.8% QoQ

Ownership

0.068%

of shares outstanding

% of Portfolio

1.59%

of 13F equity value

Holder Rank

#144

of 1,434 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 47% Shared 53% None 0%

Consumer Cyclical · as of Jun 30, 2026

NZS Capital, LLC holds $179,301,605 across 4 Internet Retail names. MELI ranks #2 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DASH	DoorDash, Inc.	364,078	$67,183,313
2	MELI	Mercadolibre Inc This page	34,469	$58,507,335
3	GLBE	Global-E Online Ltd.	1,146,508	$39,818,222
4	AMZN	Amazon Com Inc	57,870	$13,792,735

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$58,507,335	34,469	+15.8%	Shares	Sole	2026-08-14
2026-03-31	$51,445,261	29,754	+28.0%	Shares	Sole	2026-05-15
2025-12-31	$46,809,388	23,239	+8.5%	Shares	Sole	2026-02-12
2025-09-30	$50,040,894	21,413	+0.9%	Shares	Sole	2025-11-12
2025-06-30	$55,482,135	21,228	+8.6%	Shares	Sole	2025-08-13
2025-03-31	$38,123,901	19,542	-12.0%	Shares	Sole	2025-05-14
2024-12-31	$37,758,267	22,205	+3.0%	Shares	Sole	2025-02-14
2024-09-30	$44,254,621	21,567	+2.1%	Shares	Sole	2024-11-14
2024-06-30	$34,705,321	21,118	+2.7%	Shares	Sole	2024-08-14
2024-03-31	$31,099,505	20,569	+38.0%	Shares	Sole	2024-05-15
2023-12-31	$23,420,660	14,903	-15.5%	Shares	Sole	2024-02-14
2023-09-30	$22,374,278	17,647	-1.0%	Shares	Sole	2023-11-14
2023-06-30	$21,106,018	17,817	-4.1%	Shares	Sole	2023-08-11
2023-03-31	$24,490,874	18,581	+4.4%	Shares	Sole	2023-05-12
2022-12-31	$15,061,379	17,798	-2.0%	Shares	Sole	2023-02-14
2022-09-30	$15,032,484	18,160	+23.4%	Shares	Sole	2022-11-14
2022-06-30	$9,368,994	14,711	+24.9%	Shares	Sole	2022-08-15
2022-03-31	$14,010,884	11,779	+28.3%	Shares	Sole	2022-05-16
2021-12-31	$12,381,008	9,182	+64.2%	Shares	Sole	2022-02-14
2021-09-30	$9,392,884	5,593	-8.5%	Shares	Sole	2021-11-12
2021-06-30	$9,518,096	6,110	—	Shares	Sole	2021-07-22
No filing history on record for this holder in this stock.