Position in MELI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$291,146,513
-$55,202,126 QoQ
Shares Held
171,526
-14.4% QoQ
Ownership
0.338%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#42
of 1,434 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in MELI Over Time
Shares Held
Position Value (USD)
Derivatives in MELI
reported options exposure · as of Sep 30, 2025CallValue
$41,312,422
CallShares
17,678
PutValue
$34,254,864
PutShares
14,658
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, 2026BANK OF AMERICA CORP /DE/ holds $25,289,785,193 across 20 Internet Retail names. MELI ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
93,223,020 | $22,218,774,583 | |
| 2 | DASH |
DoorDash, Inc.
|
4,550,512 | $839,705,976 | |
| 3 | BABA |
Alibaba Group Holding Ltd
|
4,819,436 | $462,569,464 | |
| 4 | EBAY |
Ebay Inc
|
3,625,792 | $405,182,253 | |
| 5 | SE |
Sea Ltd
|
3,745,687 | $358,949,182 | |
| 6 | MELI |
Mercadolibre Inc
This page
|
171,526 | $291,146,513 | |
| 7 | PDD |
PDD Holdings Inc.
|
3,120,966 | $238,067,284 | |
| 8 | CHWY |
Chewy, Inc.
|
4,609,616 | $90,578,952 |
All Filings in MELI
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,146,513 | 171,526 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $346,348,639 | 200,315 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $532,957,079 | 264,592 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $41,312,422 | 17,678 | Call | Defined | 2026-02-03 | |
| 2025-09-30 | $34,254,864 | 14,658 | Put | Defined | 2026-02-03 | |
| 2025-09-30 | $722,418,227 | 309,130 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $37,563,088 | 14,372 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $839,683,487 | 321,271 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $38,558,881 | 14,753 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $17,557,830 | 9,000 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $542,201,393 | 277,928 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $21,161,086 | 10,847 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $360,855,449 | 212,213 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $3,220,632 | 1,894 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $3,911,010 | 2,300 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $4,719,508 | 2,300 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $592,158,717 | 288,582 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $3,488,332 | 1,700 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $2,912,104 | 1,772 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $6,244,920 | 3,800 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $426,508,313 | 259,528 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $382,253,723 | 252,820 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $331,269,629 | 210,793 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,691,156 | 3,700 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $271,341,532 | 214,012 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $8,875,160 | 7,000 | Put | Defined | 2023-11-14 | |
| 2023-06-30 | $348,168,152 | 293,912 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $1,895,360 | 1,600 | Put | Defined | 2023-08-14 | |
| 2023-03-31 | $413,478,087 | 313,702 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $42,836,952 | 32,500 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $5,272,240 | 4,000 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $9,731,760 | 11,500 | Put | Defined | 2023-02-10 | |
| 2022-12-31 | $154,920,308 | 183,069 | Shares | Defined | 2023-02-10 | |
| 2022-12-31 | $9,731,760 | 11,500 | Call | Defined | 2023-02-10 | |
| 2022-09-30 | $157,093,602 | 189,777 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $162,632,395 | 255,362 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $70,179,320 | 59,000 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $298,026,591 | 250,552 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $327,940,314 | 243,207 | Shares | Defined | 2022-02-08 | |
| 2021-12-31 | $9,978,160 | 7,400 | Call | Defined | 2022-02-08 | |
| 2021-12-31 | $13,888,520 | 10,300 | Put | Defined | 2022-02-08 | |
| 2021-09-30 | $410,744,288 | 244,578 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $20,824,560 | 12,400 | Call | Defined | 2021-11-15 | |
| 2021-09-30 | $25,694,820 | 15,300 | Put | Defined | 2021-11-15 | |
| 2021-06-30 | $3,271,359 | 2,100 | Call | Defined | 2021-09-13 | |
| 2021-06-30 | $4,361,812 | 2,800 | Put | Defined | 2021-09-13 | |
| 2021-06-30 | $328,301,123 | 210,748 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $4,121,992 | 2,800 | Put | Defined | 2021-05-14 | |
| 2021-03-31 | $3,091,494 | 2,100 | Call | Defined | 2021-05-14 | |
| 2021-03-31 | $376,404,113 | 255,685 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||