MELI
MercadoLibre, Inc. · Consumer Cyclical · Specialty Retail
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -3.4% ·
Aktienfluss -0.7% ·
neue Nettopositionen -7.1%
· Formel
Breite Distribution: sinkende Aktienanzahl und weniger Inhaber
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q3 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 3.56M | n/a | $8.31B | 0.3% | n/c | 1 | SEC ↗ ×40 |
| 2 | Baillie Gifford ✦ | 3.32M | -5.4% | $7.75B | 5.7% | ▼ Trim | 6 | SEC ↗ ×5 |
| 3 | Morgan Stanley ✦ | 1.99M | n/a | $4.64B | 0.3% | n/c | 1 | SEC ↗ ×24 |
| 4 | Capital World Investors ✦ | 1.74M | +1.3% | $4.07B | 0.6% | ▲ Add | 6 | SEC ↗ |
| 5 | BlackRock ✦ (passiv) | 1.48M | +4.0% | $3.46B | 0.1% | ▲ Add | 2 | SEC ↗ ×22 |
| 6 | T. Rowe Price ✦ | 1.45M | +7.4% | $3.38B | 0.4% | ▲ Add | 6 | SEC ↗ ×3 |
| 7 | Fidelity (FMR) ✦ | 1.40M | -6.5% | $3.27B | 0.2% | ▼ Trim | 2 | SEC ↗ ×6 |
| 8 | Wellington Management ✦ | 493.77K | +28.4% | $1.15B | 0.2% | ▲ Add | 6 | SEC ↗ ×9 |
| 9 | Goldman Sachs Group ✦ | 472.49K | n/a | $1.10B | 0.2% | n/c | 1 | SEC ↗ ×7 |
| 10 | State Street Global Advisors ✦ (passiv) | 413.41K | +3.6% | $966.11M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Arrowstreet Capital ✦ | 372.77K | -28.5% | $871.11M | 0.5% | ▼ Trim | 6 | SEC ↗ |
| 12 | The Vanguard Group ✦ (passiv) | 216.88K | +1.7% | $506.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 13 | Marshall Wace ✦ | 115.30K | -44.1% | $269.44M | 0.3% | ▼ Trim | 5 | SEC ↗ ×3 |
| 14 | Two Sigma Investments ✦ | 83.13K | -2.8% | $194.27M | 0.3% | ▼ Trim | 6 | SEC ↗ |
| 15 | Fisher Asset Management ✦ | 75.82K | -1.9% | $177.19M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 16 | Geode Capital Management ✦ (passiv) | 69.96K | +7.4% | $157.16M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 17 | D. E. Shaw & Co. ✦ | 66.24K | +37.3% | $154.79M | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 18 | Renaissance Technologies ✦ | 60.35K | +26.5% | $141.04M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 19 | Duquesne Family Office ✦ | 58.34K | +8.6% | $136.35M | 3.5% | ▲ Add | 6 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 55.69K | +65.3% | $130.14M | 0.1% | ▲ Add | 6 | SEC ↗ ×7 |
| 21 | Altimeter Capital ✦ | 37.84K | -18.7% | $88.43M | 1.2% | ▼ Trim | 6 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 31.79K | +157.7% | $74.29M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 23 | Bridgewater Associates ✦ | 26.49K | +1237.7% | $61.90M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 24 | ARK Investment Management ✦ | 25.72K | +1.7% | $60.11M | 0.4% | ▲ Add | 6 | SEC ↗ |
| 25 | Millennium Management ✦ | 10.05K | +77.5% | $23.48M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 26 | Dodge & Cox ✦ | 392 | Neu | $916,080 | 0.0% | New | 1 | SEC ↗ |
| 27 | GAMCO Investors ✦ | 180 | +5.9% | $420,649 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Gotham Asset Management ✦ | 149 | +17.3% | $348,204 | 0.0% | ▲ Add | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Dodge & Cox | $916,080 | 0.0% |
Ausgestiegen
| Norges Bank | $698.85M | war 0.1% |
| Scion Asset Management | $7.84M | war 13.9% |
| Adage Capital Partners | $2.61M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 1,437 Inhaber, 37.03M Anteile, $60.52B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.