Position in MELI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$8,117,748
-$104,461 QoQ
Shares Held
4,695
+15.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 17.69968051118211.ToString("F0")%
Shared 0.ToString("F0")%
None 82.30031948881789.ToString("F0")%
Common Shares in MELI Over Time
Shares Held
Position Value (USD)
Derivatives in MELI
reported options exposure · as of Dec 31, 2023CallValue
$471,462
CallShares
300
PutValue
$0
PutShares
0
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, 2026TRUIST FINANCIAL CORP holds $1,100,095,945 across 13 Internet Retail names. MELI ranks #4 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
4,256,979 | $886,601,015 | |
| 2 | EBAY |
Ebay Inc
|
1,539,802 | $140,152,776 | |
| 3 | LQDT |
Liquidity Services Inc
|
1,448,892 | $44,292,628 | |
| 4 | MELI |
Mercadolibre Inc
This page
|
4,695 | $8,117,748 | |
| 5 | BABA |
Alibaba Group Holding Ltd
|
60,871 | $7,636,874 | |
| 6 | SE |
Sea Ltd
|
84,856 | $7,026,924 | |
| 7 | DASH |
DoorDash, Inc.
|
22,139 | $3,324,169 | |
| 8 | GLBE |
Global-E Online Ltd.
|
28,198 | $869,907 |
All Filings in MELI
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,117,748 | 4,695 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $8,222,209 | 4,082 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $10,116,611 | 4,329 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $11,688,152 | 4,472 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $11,439,901 | 5,864 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $10,197,537 | 5,997 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $12,203,005 | 5,947 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $10,376,426 | 6,314 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $9,871,585 | 6,529 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $10,532,459 | 6,702 | Shares | Defined | 2024-02-02 | |
| 2023-12-31 | $471,462 | 300 | Call | Defined | 2024-02-02 | |
| 2023-09-30 | $7,650,386 | 6,034 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $380,364 | 300 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $592,300 | 500 | Call | Defined | 2023-08-01 | |
| 2023-06-30 | $5,990,520 | 5,057 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $6,379,409 | 4,840 | Shares | Defined | 2023-05-05 | |
| 2023-03-31 | $659,030 | 500 | Call | Defined | 2023-05-05 | |
| 2022-12-31 | $2,985,532 | 3,528 | Shares | Defined | 2023-02-17 | |
| 2022-12-31 | $676,992 | 800 | Call | Defined | 2023-02-17 | |
| 2022-09-30 | $4,082,609 | 4,932 | Shares | Defined | 2022-10-26 | |
| 2022-09-30 | $662,224 | 800 | Call | Defined | 2022-10-26 | |
| 2022-06-30 | $2,601,612 | 4,085 | Shares | Defined | 2022-07-22 | |
| 2022-06-30 | $573,183 | 900 | Call | Defined | 2022-07-22 | |
| 2022-03-31 | $594,740 | 500 | Call | Defined | 2022-04-22 | |
| 2022-03-31 | $4,365,389 | 3,670 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $1,789,326 | 1,327 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $1,752,920 | 1,300 | Call | Defined | 2022-02-14 | |
| 2021-09-30 | $7,288,595 | 4,340 | Shares | Defined | 2021-11-05 | |
| 2021-09-30 | $335,880 | 200 | Call | Defined | 2021-11-05 | |
| 2021-06-30 | $311,558 | 200 | Call | Defined | 2021-08-16 | |
| 2021-06-30 | $7,172,063 | 4,604 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,041,244 | 4,783 | Shares | Defined | 2021-05-17 | |
| 2021-03-31 | $294,428 | 200 | Call | Defined | 2021-05-17 | |
| 2020-12-31 | $9,181,878 | 5,481 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $5,723,069 | 5,287 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $4,602,557 | 4,669 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $2,313,914 | 4,736 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||