Position in MELI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$337,058,614
-$124,114,268 QoQ
Shares Held
194,942
-14.9% QoQ
Ownership
0.385%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 56.03307650480656.ToString("F0")%
Shared 43.91306132080311.ToString("F0")%
None 0.05386217439033148.ToString("F0")%
Common Shares in MELI Over Time
Shares Held
Position Value (USD)
Derivatives in MELI
reported options exposure · as of Mar 31, 2026CallValue
$60,861,504
CallShares
35,200
PutValue
$35,963,616
PutShares
20,800
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 Mar 31, 2026BARCLAYS PLC holds $8,408,383,362 across 22 Internet Retail names. MELI ranks #3 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
31,000,069 | $6,456,384,367 | |
| 2 | BABA |
Alibaba Group Holding Ltd
|
4,740,973 | $594,802,471 | |
| 3 | MELI |
Mercadolibre Inc
This page
|
194,942 | $337,058,614 | |
| 4 | ETSY |
Etsy Inc
|
4,833,715 | $241,589,074 | |
| 5 | PDD |
PDD Holdings Inc.
|
2,259,963 | $230,923,018 | |
| 6 | EBAY |
Ebay Inc
|
1,797,249 | $163,585,603 | |
| 7 | SE |
Sea Ltd
|
1,933,317 | $160,097,978 | |
| 8 | DASH |
DoorDash, Inc.
|
945,472 | $141,962,620 |
All Filings in MELI
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,963,616 | 20,800 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $60,861,504 | 35,200 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $337,058,614 | 194,942 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $34,846,698 | 17,300 | Put | Sole | 2026-02-13 | |
| 2025-12-31 | $27,998,214 | 13,900 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $461,172,882 | 228,954 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $18,461,824 | 7,900 | Call | Sole | 2026-03-31 | |
| 2025-09-30 | $463,931,643 | 198,521 | Shares | Defined | 2026-03-31 | |
| 2025-09-30 | $701,081 | 300 | Put | Sole | 2026-03-31 | |
| 2025-06-30 | $529,210,391 | 202,481 | Shares | Defined | 2026-02-27 | |
| 2025-06-30 | $784,088 | 300 | Put | Sole | 2026-02-27 | |
| 2025-06-30 | $13,590,875 | 5,200 | Call | Sole | 2026-02-27 | |
| 2025-03-31 | $388,254,341 | 199,016 | Shares | Defined | 2026-03-17 | |
| 2025-03-31 | $10,144,524 | 5,200 | Call | Sole | 2026-03-17 | |
| 2025-03-31 | $12,875,742 | 6,600 | Put | Sole | 2026-03-17 | |
| 2024-12-31 | $243,747,854 | 143,344 | Shares | Defined | 2026-03-19 | |
| 2024-12-31 | $41,490,733 | 24,400 | Put | Sole | 2026-03-19 | |
| 2024-12-31 | $25,336,553 | 14,900 | Call | Sole | 2026-03-19 | |
| 2024-09-30 | $80,642,028 | 39,300 | Put | Sole | 2026-03-31 | |
| 2024-09-30 | $223,236,831 | 108,792 | Shares | Defined | 2026-03-31 | |
| 2024-09-30 | $27,496,264 | 13,400 | Call | Sole | 2026-03-31 | |
| 2024-06-30 | $192,917,081 | 117,389 | Shares | Defined | 2026-03-23 | |
| 2024-06-30 | $32,539,320 | 19,800 | Call | Sole | 2026-03-23 | |
| 2024-03-31 | $18,597,108 | 12,300 | Put | Sole | 2026-03-24 | |
| 2024-03-31 | $193,919,453 | 128,257 | Shares | Sole | 2026-03-24 | |
| 2024-03-31 | $18,899,500 | 12,500 | Call | Sole | 2026-03-24 | |
| 2023-12-31 | $113,465,188 | 72,200 | Call | Sole | 2026-03-24 | |
| 2023-12-31 | $88,792,010 | 56,500 | Put | Sole | 2026-03-24 | |
| 2023-12-31 | $200,581,934 | 127,634 | Shares | Defined | 2026-03-24 | |
| 2023-09-30 | $165,917,311 | 130,862 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $133,400,173 | 112,612 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $14,498,661 | 11,000 | Call | Sole | 2026-03-30 | |
| 2023-03-31 | $6,590,300 | 5,000 | Put | Sole | 2026-03-30 | |
| 2023-03-31 | $149,291,392 | 113,266 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $105,010,765 | 124,091 | Shares | Defined | 2026-03-30 | |
| 2022-12-31 | $21,748,368 | 25,700 | Call | Sole | 2026-03-30 | |
| 2022-12-31 | $76,584,720 | 90,500 | Put | Sole | 2026-03-30 | |
| 2022-09-30 | $91,805,766 | 110,906 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $61,228,678 | 96,140 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $97,576,610 | 82,033 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $33,710,000 | 25,000 | Call | Sole | 2022-02-23 | |
| 2021-12-31 | $98,981,996 | 73,407 | Shares | Defined | 2022-02-23 | |
| 2021-12-31 | $99,242,240 | 73,600 | Put | Sole | 2022-02-23 | |
| 2021-09-30 | $140,229,900 | 83,500 | Put | Sole | 2021-11-09 | |
| 2021-09-30 | $116,763,640 | 69,527 | Shares | Defined | 2021-11-09 | |
| 2021-09-30 | $46,183,500 | 27,500 | Call | Sole | 2021-11-09 | |
| 2021-06-30 | $93,651,218 | 60,118 | Shares | Sole | 2021-08-13 | |
| 2021-06-30 | $38,944,750 | 25,000 | Call | Sole | 2021-08-13 | |
| 2021-06-30 | $134,748,835 | 86,500 | Put | Sole | 2021-08-13 | |
| 2021-03-31 | $123,218,118 | 83,700 | Put | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||