MELI
MercadoLibre, Inc. · Consumer Cyclical · Specialty Retail
Input momentum (manajer yang sebanding):
keluasan pemegang +8.0% ·
aliran saham -2.6% ·
posisi baru bersih +7.4%
· formula
Fragmentasi kepemilikan: lebih banyak pemegang, kepemilikan agregat yang lebih kecil.
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2025
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (pasif) | 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 ✦ (pasif) | 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 ✦ (pasif) | 267.39K | -9.2% | $698.85M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 10 | The Vanguard Group ✦ (pasif) | 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 ✦ (pasif) | 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 | Baru | $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 | Baru | $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 | Baru | $331,931 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Scion Asset Management | $7.84M | 13.9% |
| Adage Capital Partners | $2.61M | 0.0% |
| Gotham Asset Management | $331,931 | 0.0% |
Telah keluar
| Point72 Asset Management | $172.04M | adalah 0.5% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 1,437 pemegang, 37.03M saham, $60.52B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.