Position in MELI
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$85,214,744
-$62,142,469 QoQ
Shares Held
49,285
-32.6% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MELI Over Time
Shares Held
Position Value (USD)
Derivatives in MELI
reported options exposure · as of Mar 31, 2026CallValue
$2,074,824
CallShares
1,200
PutValue
$6,397,374
PutShares
3,700
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 Mar 31, 2026HSBC HOLDINGS PLC holds $6,959,427,747 across 16 Internet Retail names. MELI ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
23,474,107 | $4,888,952,257 | |
| 2 | BABA |
Alibaba Group Holding Ltd
|
9,144,918 | $1,147,321,407 | |
| 3 | PDD |
PDD Holdings Inc.
|
3,583,495 | $366,161,515 | |
| 4 | SE |
Sea Ltd
|
2,028,688 | $167,995,649 | |
| 5 | EBAY |
Ebay Inc
|
1,441,499 | $131,205,235 | |
| 6 | DASH |
DoorDash, Inc.
|
594,563 | $89,273,629 | |
| 7 | MELI |
Mercadolibre Inc
This page
|
49,285 | $85,214,744 | |
| 8 | VIPS |
Vipshop Holdings Ltd
|
2,327,725 | $36,591,833 |
All Filings in MELI
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $85,214,744 | 49,285 | Shares | Defined | 2026-04-30 | |
| 2026-03-31 | $6,397,374 | 3,700 | Put | Defined | 2026-04-30 | |
| 2026-03-31 | $2,074,824 | 1,200 | Call | Defined | 2026-04-30 | |
| 2025-12-31 | $147,357,213 | 73,157 | Shares | Defined | 2026-03-20 | |
| 2025-12-31 | $11,279,856 | 5,600 | Put | Defined | 2026-03-20 | |
| 2025-12-31 | $7,251,336 | 3,600 | Call | Defined | 2026-03-20 | |
| 2025-09-30 | $7,711,900 | 3,300 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $160,685,643 | 68,759 | Shares | Sole | 2025-11-13 | |
| 2025-09-30 | $6,777,125 | 2,900 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $122,372,760 | 46,821 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $12,806,786 | 4,900 | Put | Defined | 2025-08-13 | |
| 2025-06-30 | $15,681,778 | 6,000 | Call | Sole | 2025-08-13 | |
| 2025-03-31 | $11,315,046 | 5,800 | Call | Defined | 2025-05-14 | |
| 2025-03-31 | $118,443,164 | 60,713 | Shares | Defined | 2025-05-14 | |
| 2025-03-31 | $5,657,523 | 2,900 | Put | Defined | 2025-05-14 | |
| 2024-12-31 | $9,012,330 | 5,300 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $86,164,685 | 50,672 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $101,965,991 | 49,692 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $10,875,388 | 5,300 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $9,367,380 | 5,700 | Call | Sole | 2024-08-12 | |
| 2024-06-30 | $72,164,978 | 43,912 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,106,212 | 4,700 | Call | Sole | 2024-05-15 | |
| 2024-03-31 | $77,209,744 | 51,066 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $61,722,229 | 39,275 | Shares | Defined | 2024-02-12 | |
| 2023-12-31 | $6,600,468 | 4,200 | Call | Defined | 2024-02-12 | |
| 2023-09-30 | $6,339,400 | 5,000 | Call | Sole | 2023-11-13 | |
| 2023-09-30 | $39,024,074 | 30,779 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,553,800 | 3,000 | Call | Sole | 2023-08-11 | |
| 2023-06-30 | $82,229,004 | 69,415 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $56,978,415 | 43,229 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $4,349,598 | 3,300 | Call | Sole | 2023-05-15 | |
| 2022-12-31 | $42,924,674 | 50,724 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $5,077,440 | 6,000 | Call | Sole | 2023-02-14 | |
| 2022-09-30 | $29,730,540 | 35,916 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $4,138,900 | 5,000 | Call | Sole | 2022-11-14 | |
| 2022-06-30 | $2,229,045 | 3,500 | Call | Sole | 2022-08-11 | |
| 2022-06-30 | $1,082,679 | 1,700 | Put | Defined | 2022-08-11 | |
| 2022-06-30 | $30,345,578 | 47,648 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,374,776 | 6,200 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $37,526,900 | 31,549 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $4,163,180 | 3,500 | Call | Sole | 2022-05-16 | |
| 2021-12-31 | $54,118,030 | 40,135 | Shares | Sole | 2022-02-11 | |
| 2021-12-31 | $6,067,800 | 4,500 | Call | Sole | 2022-02-11 | |
| 2021-12-31 | $13,753,680 | 10,200 | Put | Defined | 2022-02-11 | |
| 2021-09-30 | $12,595,500 | 7,500 | Put | Defined | 2021-11-12 | |
| 2021-09-30 | $61,832,144 | 36,818 | Shares | Sole | 2021-11-12 | |
| 2021-09-30 | $8,900,820 | 5,300 | Call | Defined | 2021-11-12 | |
| 2021-06-30 | $10,125,635 | 6,500 | Put | Defined | 2021-08-13 | |
| 2021-06-30 | $4,206,033 | 2,700 | Call | Sole | 2021-08-13 | |
| 2021-06-30 | $82,885,328 | 53,207 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||