MELI
MercadoLibre, Inc. · Consumer Cyclical · Specialty Retail
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.8% ·
aandelenstroom -3.2% ·
netto nieuwe posities +4.5%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — |
| 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 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 3.78M | -11.9% | $7.38B | 6.4% | ▼ Trim | 4 | SEC ↗ ×5 |
| 2 | Capital World Investors ✦ | 1.64M | +4.3% | $3.19B | 0.5% | ▲ Add | 4 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 1.37M | -1.6% | $2.68B | 0.3% | ▼ Trim | 4 | SEC ↗ ×3 |
| 4 | Arrowstreet Capital ✦ | 546.60K | +0.2% | $1.07B | 0.9% | ▲ Add | 4 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passief) | 410.82K | +2.4% | $801.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wellington Management ✦ | 304.47K | -20.1% | $593.98M | 0.1% | ▼ Trim | 4 | SEC ↗ ×9 |
| 7 | Norges Bank ✦ (passief) | 294.49K | +30.7% | $574.51M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 8 | Marshall Wace ✦ | 194.73K | +28.8% | $379.90M | 0.5% | ▲ Add | 3 | SEC ↗ ×5 |
| 9 | D. E. Shaw & Co. ✦ | 131.31K | +190.8% | $256.18M | 0.3% | ▲ Add | 4 | SEC ↗ ×2 |
| 10 | Two Sigma Investments ✦ | 110.23K | +1485.3% | $215.04M | 0.5% | ▲ Add | 4 | SEC ↗ |
| 11 | Point72 Asset Management ✦ | 88.18K | +10.6% | $172.04M | 0.5% | ▲ Add | 4 | SEC ↗ |
| 12 | Fisher Asset Management ✦ | 82.40K | -50.5% | $160.76M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 13 | Geode Capital Management ✦ (passief) | 59.78K | +0.2% | $112.59M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 14 | Duquesne Family Office ✦ | 53.73K | 0.0% | $104.81M | 3.5% | Held | 4 | SEC ↗ |
| 15 | Millennium Management ✦ | 49.19K | +341.9% | $95.96M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 16 | ARK Investment Management ✦ | 28.43K | -8.8% | $55.45M | 0.6% | ▼ Trim | 4 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 16.48K | +34.0% | $32.16M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 18 | AQR Capital Management ✦ | 10.01K | -7.2% | $19.36M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 19 | Altimeter Capital ✦ | 3.30K | -90.9% | $6.44M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 20 | Bridgewater Associates ✦ | 1.70K | -3.2% | $3.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Renaissance Technologies ✦ | 255 | Nieuw | $501,813 | 0.0% | New | 1 | SEC ↗ |
| 22 | GAMCO Investors ✦ | 140 | 0.0% | $273,122 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Renaissance Technologies | $501,813 | 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.