Position in MELI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$589,556,163
-$191,134,402 QoQ
Shares Held
347,331
-23.1% QoQ
Ownership
0.685%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#18
of 1,434 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 1%
Common Shares in MELI Over Time
Shares Held
Position Value (USD)
Derivatives in MELI
reported options exposure · as of Jun 30, 2026CallValue
$8,486,950
CallShares
5,000
PutValue
$26,818,762
PutShares
15,800
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 Jun 30, 2026GOLDMAN SACHS GROUP INC holds $21,853,931,618 across 23 Internet Retail names. MELI ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
68,161,583 | $16,245,631,688 | |
| 2 | PDD |
PDD Holdings Inc.
|
14,006,939 | $1,068,449,305 | |
| 3 | EBAY |
Ebay Inc
|
7,871,728 | $879,665,602 | |
| 4 | DASH |
DoorDash, Inc.
|
4,616,010 | $851,792,322 | |
| 5 | BABA |
Alibaba Group Holding Ltd
|
6,856,466 | $658,083,605 | |
| 6 | MELI |
Mercadolibre Inc
This page
|
347,331 | $589,556,163 | |
| 7 | SE |
Sea Ltd
|
3,839,842 | $367,972,058 | |
| 8 | CPNG |
Coupang, Inc.
|
20,448,594 | $355,192,076 |
All Filings in MELI
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,556,163 | 347,331 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $26,818,762 | 15,800 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $8,486,950 | 5,000 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $80,212,695 | 46,392 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $7,607,688 | 4,400 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $780,690,565 | 451,522 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $959,956,027 | 476,580 | Shares | Defined | 2026-03-25 | |
| 2025-12-31 | $149,317,093 | 74,130 | Put | Defined | 2026-03-25 | |
| 2025-12-31 | $19,941,174 | 9,900 | Call | Defined | 2026-03-25 | |
| 2025-09-30 | $31,314,994 | 13,400 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $1,104,180,730 | 472,490 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $93,243,901 | 39,900 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $20,909,038 | 8,000 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $1,121,239,384 | 428,997 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $79,977,074 | 30,600 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $72,572,364 | 37,200 | Put | Defined | 2025-06-27 | |
| 2025-03-31 | $782,564,184 | 401,136 | Shares | Defined | 2025-06-27 | |
| 2025-03-31 | $23,621,133 | 12,108 | Call | Defined | 2025-06-27 | |
| 2024-12-31 | $698,387,668 | 410,710 | Shares | Defined | 2025-02-11 | |
| 2024-12-31 | $21,255,498 | 12,500 | Call | Defined | 2025-02-11 | |
| 2024-12-31 | $74,139,179 | 43,600 | Put | Defined | 2025-02-11 | |
| 2024-09-30 | $36,524,888 | 17,800 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $90,491,436 | 44,100 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $943,667,672 | 459,886 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $49,959,360 | 30,400 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $714,249,575 | 434,617 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $34,182,720 | 20,800 | Call | Defined | 2024-08-13 | |
| 2024-03-31 | $28,775,622 | 19,032 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $622,469,394 | 411,697 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $12,900,042 | 8,532 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $11,629,396 | 7,400 | Call | Defined | 2024-05-14 | |
| 2023-12-31 | $32,059,416 | 20,400 | Put | Defined | 2024-05-14 | |
| 2023-12-31 | $730,698,519 | 464,957 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $507,152 | 400 | Call | Defined | 2024-05-15 | |
| 2023-09-30 | $552,894,571 | 436,078 | Shares | Defined | 2024-05-15 | |
| 2023-09-30 | $12,805,588 | 10,100 | Put | Defined | 2024-05-15 | |
| 2023-06-30 | $110,760,100 | 93,500 | Put | Defined | 2024-05-14 | |
| 2023-06-30 | $758,873,711 | 640,616 | Shares | Defined | 2024-05-14 | |
| 2023-06-30 | $33,879,560 | 28,600 | Call | Defined | 2024-05-14 | |
| 2023-03-31 | $31,106,218 | 23,600 | Call | Defined | 2024-05-14 | |
| 2023-03-31 | $674,990,438 | 512,109 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $28,074,680 | 21,300 | Put | Defined | 2024-05-14 | |
| 2022-12-31 | $16,924,800 | 20,000 | Put | Defined | 2024-05-14 | |
| 2022-12-31 | $37,826,928 | 44,700 | Call | Defined | 2024-05-14 | |
| 2022-12-31 | $535,207,025 | 632,453 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $557,358,343 | 673,317 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $32,242,031 | 38,950 | Put | Defined | 2024-05-14 | |
| 2022-09-30 | $14,444,761 | 17,450 | Call | Defined | 2024-05-14 | |
| 2022-06-30 | $11,081,538 | 17,400 | Call | Defined | 2024-05-14 | |
| 2022-06-30 | $336,220,866 | 527,927 | Shares | Defined | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||