MERCADOLIBRE INC

Ticker: MELI CUSIP: 58733R102 Class: COM

Note: Option positions (PUT/CALL) are excluded.

New Positions (138)

Increased Positions (559)

ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Value ($000) $152,147 (+344.0%) Shares 75,535 (+415.1%)
Absoluto Partners Gestao de Recursos Ltda
Value ($000) $25,126 (+108.8%) Shares 12,433 (+141.5%)
AMS Capital Ltda
Value ($000) $25 (+1176.9%) Shares 12,235 (+1381.2%)
Foxhaven Asset Management, LP
Value ($000) $563,874 (+20.6%) Shares 279,941 (+40.0%)
RWC ASSET ADVISORS (US) LLC
Value ($000) $49,567 (+39.3%) Shares 24,608 (+61.6%)
PBCay One RSC Ltd
Value ($000) $32,899 (+80.6%) Shares 16,333 (+74.9%)
Coronation Fund Managers Ltd.
Value ($000) $285,592 (+38.2%) Shares 141,785 (+60.3%)
Durable Capital Partners LP
Value ($000) $620,255 (+51.3%) Shares 307,932 (+75.5%)
Northcape Capital Pty Ltd
Value ($000) $238,370 (+27.5%) Shares 116,848 (+46.1%)
3G Capital Partners LP
Value ($000) $50,357 (+23.1%) Shares 25,000 (+42.9%)
Moneda S.A. Administradora General de Fondos
Value ($000) $31,095 (+16.1%) Shares 15,498 (+34.6%)
Kerrisdale Advisers, LLC
Value ($000) $17,250 (+45.4%) Shares 8,564 (+68.7%)
Dragoneer Investment Group, LLC
Value ($000) $322,670 (+33.6%) Shares 160,193 (+55.0%)
Ashoka WhiteOak Capital Pte Ltd
Value ($000) $10,177 (+114.0%) Shares 5,036 (+169.3%)
Bienville Capital Management, LLC
Value ($000) $37,653 (+54.4%) Shares 18,693 (+79.2%)
TenCore Partners, LP
Value ($000) $12,051 (+30.3%) Shares 5,983 (+51.2%)
Gavilan Investment Partners LLC
Value ($000) $39,278 (+12.0%) Shares 19,500 (+30.0%)
Ampersand Capital Group, L.P.
Value ($000) $41,727 (+5.9%) Shares 20,716 (+22.8%)
Kora Management LP
Value ($000) $42,817 (+19.3%) Shares 21,257 (+38.4%)
D1 Capital Partners L.P.
Value ($000) $452,163 (+50.2%) Shares 224,481 (+74.3%)

Decreased Positions (427)

Skerryvore Asset Management Ltd
Value ($000) $13,373 (-45.1%) Shares 6,639 (-41.3%)
Matthew 25 Management Corp
Value ($000) $15,359 (-49.4%) Shares 7,625 (-41.3%)
Parametrica Management Ltd
Value ($000) $1,412 (-62.3%) Shares 701 (-56.2%)
Marcho Partners LLP
Value ($000) $33,507 (-23.6%) Shares 16,635 (-11.4%)
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Value ($000) $108,047 (-19.7%) Shares 53,641 (-6.8%)
Spear Holdings RSC Ltd
Value ($000) $32,889 (-34.4%) Shares 16,328 (-23.9%)
Perpetual Ltd
Value ($000) $64,070 (-68.6%) Shares 31,808 (-63.5%)
Evolutionary Tree Capital Management, LLC
Value ($000) $2,683 (-35.2%) Shares 1,332 (-24.8%)
INCA Investments LLC
Value ($000) $15,040 (-16.6%) Shares 7,467 (-3.3%)
Bellecapital International Ltd.
Value ($000) $17,018 (-30.3%) Shares 8,449 (-19.2%)
Sycale Advisors (NY) LLC
Value ($000) $13,715 (-27.2%) Shares 6,809 (-15.5%)
BROWN CAPITAL MANAGEMENT LLC
Value ($000) $34,597 (-36.0%) Shares 17,176 (-25.7%)
Duquesne Family Office LLC
Value ($000) $95 (-30.3%) Shares 47,149 (-19.2%)
BARLOW WEALTH PARTNERS, INC.
Value ($000) $19,044 (-21.0%) Shares 8,742 (-24.0%)
Motley Fool Wealth Management, LLC
Value ($000) $33,358 (-26.0%) Shares 16,561 (-14.1%)
HARDING LOEVNER LP
Value ($000) $395,980 (-20.6%) Shares 196,516 (-7.9%)
Chapman Investment Management, LLC
Value ($000) $8,059 (-17.3%) Shares 4,001 (-4.0%)
JENNISON ASSOCIATES LLC
Value ($000) $744,865 (-70.7%) Shares 369,796 (-66.0%)
TREMBLANT CAPITAL GROUP
Value ($000) $29,940 (-16.4%) Shares 14,864 (-3.0%)
Bosman Wealth Management, LLC
Value ($000) $860 (-62.7%) Shares 427 (-56.7%)

Exited Positions (165)