MELI
Mercadolibre Inc
10 super-investors hold MELI worth a combined $1.04B. The largest position: Henry Ellenbogen at 6.2% of their portfolio. This quarter the cohort logged 3 buys and 1 sell on the name. Cohort Conviction Score: 38 — ranked #157 of 724 scored stocks. Conviction rising: 2 more super-investors hold it than in 2025Q4.
Why super-investors own MELI
Cohort interest in MELI is accelerating sharply: owner count jumped from 5 to 10 in a single quarter, with Chase Coleman (Tiger Global, $233M, 1.0% of portfolio) and Bill Miller initiating positions in 2026Q1 alongside Wallace Weitz adding to an existing stake. Henry Ellenbogen anchors the cohort at 6.2% portfolio concentration and $607M — by far the largest single position — making him the clear conviction leader. The one dissenting move came from Stanley Druckenmiller, who trimmed. Combined cohort exposure now stands at $1.0B across 10 holders. After spending six quarters essentially flat at one to three owners, the near-doubling of the ownership count in a single period signals that broader super-investor interest in this name is rising, not fading.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (10) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | 6.2% | 5q | $607M | 350,845 |
| 2 | Chase Coleman | 1.0% | 10q | $233M | 135,006 |
| 3 | Polen Capital Management | 0.4% | 20q | $60M | 34,452 |
| 4 | Joel Greenblatt | <0.1% | 36q | $57M | 32,922 |
| 5 | Lee Ainslie | 0.5% | 26q | $47M | 26,894 |
| 6 | Wallace Weitz | 1.0% | 3q | $14M | 8,000 |
| 7 | Thomas Gayner | 0.1% | — 1q | $9M | 5,450 |
| 8 | Stanley Druckenmiller | 0.2% | 18q | $5M | 2,766 |
| 9 | Bill Miller | 1.0% | — 1q | $4M | 2,215 |
| 10 | Dodge & Cox Funds | <0.1% | 3q | $3M | 1,987 |
- 1Henry Ellenbogenport6.2%val$607M350,845 sh·5q held
- 2Chase Colemanport1.0%val$233M135,006 sh·10q held
- 3Polen Capital Managementport0.4%val$60M34,452 sh·20q held
- 4Joel Greenblattport<0.1%val$57M32,922 sh·36q held
- 5Lee Ainslieport0.5%val$47M26,894 sh·26q held
- 6Wallace Weitzport1.0%val$14M8,000 sh·3q held
- 7Thomas Gaynerport0.1%val$9M5,450 sh·—1q held
- 8Stanley Druckenmillerport0.2%val$5M2,766 sh·18q held
- 9Bill Millerport1.0%val$4M2,215 sh·—1q held
- 10Dodge & Cox Fundsport<0.1%val$3M1,987 sh·3q held
Owners of MELI also hold
Recent activity (4)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | NEW | 1.0% | +100% | $4M | May 15, 2026 |
| Chase Coleman | NEW | 1.0% | +100% | $233M | May 15, 2026 |
| Stanley Druckenmiller | TRIM | 0.2% | -94% | $5M | May 15, 2026 |
| Wallace Weitz | ADD | 1.0% | +116% | $14M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 58733R102. Not investment advice.