MELI
MercadoLibre, Inc. · Consumer Cyclical · Specialty Retail
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2024
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 173 | -2 | 27.11M | $46.00B | +3 | −4 |
| Q1 2026 | 177 | -1 | 29.22M | $50.32B | +5 | −7 |
| Q4 2025 | 177 | 0 | 30.27M | $60.96B | +1 | — |
| Q3 2025 | 28 | -1 | 17.61M | $41.15B | +1 | −3 |
| Q2 2025 | 27 | +2 | 11.99M | $31.32B | +3 | −1 |
| Q1 2025 | 22 | +1 | 9.18M | $17.90B | +1 | — |
| Q4 2024 | 21 | -1 | 9.48M | $16.12B | — | −1 |
| Q3 2024 | 21 | +2 | 8.77M | $17.99B | +2 | — |
| Q2 2024 | 19 | — | 8.51M | $13.98B | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 4.85M | — | $7.96B | 6.2% | n/c | 1 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 4.85M | — | $7.96B | 6.2% | n/c | 1 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 4.85M | — | $7.96B | 6.2% | n/c | 1 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 4.85M | — | $7.96B | 6.2% | n/c | 1 | SEC ↗ |
| 5 | Baillie Gifford ✦ | 4.85M | — | $7.96B | 6.2% | n/c | 1 | SEC ↗ |
| 6 | Capital World Investors ✦ | 1.10M | — | $1.81B | 0.3% | n/c | 1 | SEC ↗ |
| 7 | T. Rowe Price ✦ | 1.06M | — | $1.74B | 0.2% | n/c | 1 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 1.06M | — | $1.74B | 0.2% | n/c | 1 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 1.06M | — | $1.74B | 0.2% | n/c | 1 | SEC ↗ |
| 10 | Arrowstreet Capital ✦ | 559.73K | — | $919.85M | 0.8% | n/c | 1 | SEC ↗ |
| 11 | Wellington Management ✦ | 228.76K | — | $375.94M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Wellington Management ✦ | 228.76K | — | $375.94M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Wellington Management ✦ | 228.76K | — | $375.94M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Wellington Management ✦ | 228.76K | — | $375.94M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Wellington Management ✦ | 228.76K | — | $375.94M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Wellington Management ✦ | 228.76K | — | $375.94M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Wellington Management ✦ | 228.76K | — | $375.94M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Wellington Management ✦ | 228.76K | — | $375.94M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Norges Bank ✦ (passif) | 169.34K | — | $278.29M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fisher Asset Management ✦ | 152.57K | — | $250.74M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Two Sigma Investments ✦ | 68.99K | — | $113.38M | 0.3% | n/c | 1 | SEC ↗ |
| 22 | Geode Capital Management ✦ (passif) | 58.30K | — | $93.27M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Altimeter Capital ✦ | 51.82K | — | $85.16M | 1.3% | n/c | 1 | SEC ↗ |
| 24 | Point72 Asset Management ✦ | 45.96K | — | $75.53M | 0.2% | n/c | 1 | SEC ↗ |
| 25 | Duquesne Family Office ✦ | 36.49K | — | $59.97M | 2.1% | n/c | 1 | SEC ↗ |
| 26 | Millennium Management ✦ | 35.01K | — | $57.53M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 26.12K | — | $42.92M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | D. E. Shaw & Co. ✦ | 26.12K | — | $42.92M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | ARK Investment Management ✦ | 26.04K | — | $42.79M | 0.4% | n/c | 1 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 24.77K | — | $40.72M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 24.77K | — | $40.72M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Renaissance Technologies ✦ | 13.16K | — | $21.62M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bridgewater Associates ✦ | 1.57K | — | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 1.04K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 1.04K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 1.04K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 1,437 détenteurs, 37.03M actions, $60.52B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.