MELI
MercadoLibre, Inc. · Consumer Cyclical · Specialty Retail
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.5% ·
aandelenstroom +3.1% ·
netto nieuwe posities +9.5%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2024
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 67.21K | $103.52M | n/a | −3 |
| Q2 2026 | 171 | -2 | 26.91M | $45.65B | +3 | −6 |
| Q1 2026 | 177 | -1 | 29.22M | $50.32B | +5 | −7 |
| Q4 2025 | 177 | 0 | 30.27M | $60.96B | +1 | n/a |
| 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 | n/a |
| Q4 2024 | 21 | -1 | 9.48M | $16.12B | n/a | −1 |
| Q3 2024 | 21 | +2 | 8.77M | $17.99B | +2 | n/a |
| Q2 2024 | 19 | n/a | 8.51M | $13.98B | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 4.69M | -3.2% | $9.62B | 7.2% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Capital World Investors ✦ | 1.26M | +14.4% | $2.58B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 988.83K | -6.6% | $2.03B | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Arrowstreet Capital ✦ | 543.24K | -2.9% | $1.11B | 0.9% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wellington Management ✦ | 349.68K | +52.9% | $717.53M | 0.1% | ▲ Add | 2 | SEC ↗ ×8 |
| 6 | Norges Bank ✦ (passief) | 168.61K | -0.4% | $345.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Fisher Asset Management ✦ | 166.39K | +9.1% | $341.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 105.89K | +53.5% | $217.28M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 98.03K | +275.3% | $201.15M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Altimeter Capital ✦ | 61.46K | +18.6% | $126.11M | 1.9% | ▲ Add | 2 | SEC ↗ |
| 11 | Geode Capital Management ✦ (passief) | 58.13K | -0.3% | $115.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Marshall Wace ✦ | 53.28K | Nieuw | $109.33M | 0.1% | New | 1 | SEC ↗ ×3 |
| 13 | Millennium Management ✦ | 52.71K | +50.5% | $108.15M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Duquesne Family Office ✦ | 48.11K | +31.8% | $98.72M | 3.5% | ▲ Add | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 40.16K | +62.1% | $82.40M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Renaissance Technologies ✦ | 29.71K | +125.8% | $60.96M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | ARK Investment Management ✦ | 24.40K | -6.3% | $50.06M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 18 | Point72 Asset Management ✦ | 23.13K | -49.7% | $47.47M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 8.17K | +682.1% | $16.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Bridgewater Associates ✦ | 1.84K | +17.0% | $3.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | GAMCO Investors ✦ | 140 | Nieuw | $287,274 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Marshall Wace | $109.33M | 0.1% |
| GAMCO Investors | $287,274 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 1,437 houders, 37.03M aandelen, $60.52B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.