MELI
MercadoLibre, Inc. · Consumer Cyclical · Specialty Retail
Señales de momentum (gestores comparables):
amplitud de titulares +8.0% ·
flujo de acciones -2.6% ·
nuevas posiciones netas +7.4%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 67.21K | $103.52M | n/a | n/a |
| 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 |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 3.51M | -7.4% | $9.16B | 6.8% | ▼ Trim | 5 | SEC ↗ ×5 |
| 2 | Capital World Investors ✦ | 1.72M | +5.0% | $4.49B | 0.7% | ▲ Add | 5 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 1.49M | n/a | $3.91B | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 4 | BlackRock ✦ (pasivo) | 1.42M | n/a | $3.72B | 0.1% | n/c | 1 | SEC ↗ ×22 |
| 5 | T. Rowe Price ✦ | 1.35M | -1.8% | $3.52B | 0.4% | ▼ Trim | 5 | SEC ↗ ×2 |
| 6 | Arrowstreet Capital ✦ | 521.03K | -4.7% | $1.36B | 1.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (pasivo) | 399.03K | -2.9% | $1.04B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wellington Management ✦ | 384.54K | +26.3% | $1.01B | 0.2% | ▲ Add | 5 | SEC ↗ ×9 |
| 9 | Norges Bank ✦ (pasivo) | 267.39K | -9.2% | $698.85M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 10 | The Vanguard Group ✦ (pasivo) | 213.19K | n/a | $557.21M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 11 | Marshall Wace ✦ | 206.12K | +5.8% | $538.72M | 0.6% | ▲ Add | 4 | SEC ↗ ×5 |
| 12 | Two Sigma Investments ✦ | 85.53K | -22.4% | $223.55M | 0.4% | ▼ Trim | 5 | SEC ↗ |
| 13 | Fisher Asset Management ✦ | 77.32K | -6.2% | $202.09M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 14 | Geode Capital Management ✦ (pasivo) | 65.14K | +9.0% | $163.11M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 15 | Duquesne Family Office ✦ | 53.73K | 0.0% | $140.42M | 3.6% | Held | 5 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 48.25K | -63.3% | $126.10M | 0.1% | ▼ Trim | 5 | SEC ↗ ×2 |
| 17 | Renaissance Technologies ✦ | 47.71K | +18610.2% | $124.70M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 18 | Altimeter Capital ✦ | 46.54K | +1310.3% | $121.64M | 1.8% | ▲ Add | 5 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 33.69K | +236.5% | $86.92M | 0.1% | ▲ Add | 5 | SEC ↗ ×7 |
| 20 | ARK Investment Management ✦ | 25.29K | -11.0% | $66.09M | 0.5% | ▼ Trim | 5 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 12.34K | -25.2% | $32.24M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 22 | Millennium Management ✦ | 5.66K | -88.5% | $14.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | Scion Asset Management ✦ | 3.00K | Nuevo | $7.84M | 13.9% | New | 1 | SEC ↗ |
| 24 | Bridgewater Associates ✦ | 1.98K | +16.3% | $5.17M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | Adage Capital Partners ✦ | 1.00K | Nuevo | $2.61M | 0.0% | New | 1 | SEC ↗ |
| 26 | GAMCO Investors ✦ | 170 | +21.4% | $444,317 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Gotham Asset Management ✦ | 127 | Nuevo | $331,931 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Scion Asset Management | $7.84M | 13.9% |
| Adage Capital Partners | $2.61M | 0.0% |
| Gotham Asset Management | $331,931 | 0.0% |
Posición cerrada
| Point72 Asset Management | $172.04M | era 0.5% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1,437 tenedores, 37.03M acciones, $60.52B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.