MELI
MercadoLibre, Inc. · Consumer Cyclical · Specialty Retail
Données momentum (gérants comparables) :
étendue des détenteurs +10.5% ·
flux d'actions +3.1% ·
nouvelles positions nettes +9.5%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q3 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 ✦ | 4.69M | -3.2% | $9.62B | 7.2% | ▼ Trim | 2 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 4.69M | -3.2% | $9.62B | 7.2% | ▼ Trim | 2 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 4.69M | -3.2% | $9.62B | 7.2% | ▼ Trim | 2 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 4.69M | -3.2% | $9.62B | 7.2% | ▼ Trim | 2 | SEC ↗ |
| 5 | Baillie Gifford ✦ | 4.69M | -3.2% | $9.62B | 7.2% | ▼ Trim | 2 | SEC ↗ |
| 6 | Capital World Investors ✦ | 1.26M | +14.4% | $2.58B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 7 | T. Rowe Price ✦ | 988.83K | -6.6% | $2.03B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 988.83K | -6.6% | $2.03B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 988.83K | -6.6% | $2.03B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 10 | Arrowstreet Capital ✦ | 543.24K | -2.9% | $1.11B | 0.9% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wellington Management ✦ | 349.68K | +52.9% | $717.53M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Wellington Management ✦ | 349.68K | +52.9% | $717.53M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Wellington Management ✦ | 349.68K | +52.9% | $717.53M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Wellington Management ✦ | 349.68K | +52.9% | $717.53M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Wellington Management ✦ | 349.68K | +52.9% | $717.53M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Wellington Management ✦ | 349.68K | +52.9% | $717.53M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Wellington Management ✦ | 349.68K | +52.9% | $717.53M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Wellington Management ✦ | 349.68K | +52.9% | $717.53M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Norges Bank ✦ (passif) | 168.61K | -0.4% | $345.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Fisher Asset Management ✦ | 166.39K | +9.1% | $341.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 21 | Two Sigma Investments ✦ | 105.89K | +53.5% | $217.28M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 98.03K | +275.3% | $201.15M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 23 | D. E. Shaw & Co. ✦ | 98.03K | +275.3% | $201.15M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 24 | Altimeter Capital ✦ | 61.46K | +18.6% | $126.11M | 1.9% | ▲ Add | 2 | SEC ↗ |
| 25 | Geode Capital Management ✦ (passif) | 58.13K | -0.3% | $115.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Marshall Wace ✦ | 53.28K | Nouveau | $109.33M | 0.1% | New | 1 | SEC ↗ |
| 27 | Marshall Wace ✦ | 53.28K | Nouveau | $109.33M | 0.1% | New | 1 | SEC ↗ |
| 28 | Marshall Wace ✦ | 53.28K | Nouveau | $109.33M | 0.1% | New | 1 | SEC ↗ |
| 29 | Millennium Management ✦ | 52.71K | +50.5% | $108.15M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 30 | Duquesne Family Office ✦ | 48.11K | +31.8% | $98.72M | 3.5% | ▲ Add | 2 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 40.16K | +62.1% | $82.40M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 40.16K | +62.1% | $82.40M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 33 | Renaissance Technologies ✦ | 29.71K | +125.8% | $60.96M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 34 | ARK Investment Management ✦ | 24.40K | -6.3% | $50.06M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 35 | Point72 Asset Management ✦ | 23.13K | -49.7% | $47.47M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 8.17K | +682.1% | $16.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 8.17K | +682.1% | $16.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 8.17K | +682.1% | $16.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Bridgewater Associates ✦ | 1.84K | +17.0% | $3.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | GAMCO Investors ✦ | 140 | Nouveau | $287,274 | 0.0% | New | 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
| Marshall Wace | $109.33M | 0.1% |
| Marshall Wace | $109.33M | 0.1% |
| Marshall Wace | $109.33M | 0.1% |
| GAMCO Investors | $287,274 | 0.0% |
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.