MELI
Mercadolibre Inc
8 of the 83 super-investors we track hold MELI, worth a combined $953M per their latest 13F filings. The largest position: Henry Ellenbogen at 5.1% of their portfolio. This quarter the cohort logged 0 buys and 2 sells on the name. Conviction score: 26 of 100 (how strongly the cohort backs it) — ranked #493 of 742 stocks. The stock is up 14.8x since a tracked investor first held it at conviction size (Q1 2015 or earlier). Conviction easing: 2 fewer super-investors hold it than in 2026Q1.
Held through it: Stephen Mandel (10q straight), Lee Ainslie (21q straight), Henry Ellenbogen (5q straight) and 9 more. All multibaggers the cohort held →
Why super-investors own MELI
MELI is held by 8 super-investors in our cohort, with a combined position value of $953M. The highest-conviction owner is Henry Ellenbogen at 5.1% of their portfolio. Cohort ownership has grown from 7 to 8 over the last four quarters — net interest is rising. This quarter the cohort registered 1 trimmed, 1 exited.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q4 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (8) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | 5.1% | 6q | $524M | 308,663 |
| 2 | Chase Coleman | 1.1% | 11q | $260M | 153,126 |
| 3 | Joel Greenblatt | <0.1% | 37q | $62M | 36,570 |
| 4 | Polen Capital Management | 0.4% | 21q | $44M | 25,926 |
| 5 | Thomas Gayner | 0.3% | 2q | $41M | 24,000 |
| 6 | Wallace Weitz | 1.1% | 4q | $16M | 9,200 |
| 7 | Dodge & Cox Funds | <0.1% | 4q | $3M | 1,987 |
| 8 | Bill Miller | 0.7% | 2q | $3M | 1,712 |
- 1Henry Ellenbogenport5.1%val$524M308,663 sh·6q held
- 2Chase Colemanport1.1%val$260M153,126 sh·11q held
- 3Joel Greenblattport<0.1%val$62M36,570 sh·37q held
- 4Polen Capital Managementport0.4%val$44M25,926 sh·21q held
- 5Thomas Gaynerport0.3%val$41M24,000 sh·2q held
- 6Wallace Weitzport1.1%val$16M9,200 sh·4q held
- 7Dodge & Cox Fundsport<0.1%val$3M1,987 sh·4q held
- 8Bill Millerport0.7%val$3M1,712 sh·2q held
Owners of MELI also hold
Congress is trading MELI
Congress tracker →- Michael T. McCaulbought$1,001 - $15,000 · 2026-06-15
- Gilbert Cisnerosbought$15,001 - $50,000 · 2026-06-10
- Michael T. McCaulbought$15,001 - $50,000 · 2026-06-09
- Michael T. McCaulbought$1,001 - $15,000 · 2026-06-03
- Michael T. McCaulbought$15,001 - $50,000 · 2026-06-02
- Gilbert Cisnerossold$1,001 - $15,000 · 2026-05-14
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | TRIM | 0.7% | -23% | $3M | Aug 14, 2026 |
| Stanley Druckenmiller | EXIT | 0.2% | -100% | $0 | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 58733R102. Not investment advice.