← Top Holdings

MELIMERCADOLIBRE INC

CUSIP: 58733R102

🔥 Bought by 2 superinvestors this quarter

6

Guru Owners

$812.0M

Total Value Held

403,108

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Henry Ellenbogen	Durable Capital Partners	307932	$620.3M	5.87%	$2014.26	Q4 2025
Stanley Druckenmiller	Duquesne Family Office	47149	$95.0M	2.11%	$2014.25	Q4 2025
Lee Ainslie	Maverick Capital	26149	$52.7M	0.57%	$2014.26	Q4 2025
Ray Dalio	Bridgewater Associates	16786	$33.8M	0.12%	$2014.26	Q4 2025
Wallace Weitz	Weitz Investment Management	3700	$7.5M	0.44%	$2014.26	Q4 2025
Dodge & Cox	Dodge & Cox	1392	$2.8M	0.00%	$2014.26	Q4 2025

Henry Ellenbogen

$620.3M

5.87%

Stanley Druckenmiller

$95.0M

2.11%

$52.7M

0.57%

$33.8M

0.12%

$7.5M

0.44%

$2.8M

0.00%

📊 Fundamentals

Market Cap$90.6B

P/E Ratio45.5x

Above market avg

Forward P/E22.8x

EPS (TTM)$39.33

Revenue (TTM)$28.9B

Profit Margin6.91%

Beta1.53

52-Week Range

$1654.24

$2645.22

Current: $1787.86

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 45.5x trailing earnings → 22.8x forward · 6.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '256 owners · $812.0M

INCREASEDHenry Ellenbogen$620.3M

REDUCEDStanley Druckenmiller$95.0M

INCREASEDLee Ainslie$52.7M

REDUCEDRay Dalio$33.8M

REDUCEDDodge & Cox$2.8M

Q3 '256 owners · $658.0M

INCREASEDHenry Ellenbogen$410.0M

INCREASEDStanley Druckenmiller$136.3M

INCREASEDRay Dalio$61.9M

REDUCEDLee Ainslie$40.2M

NEWWallace Weitz$8.6M

NEWDodge & Cox$916K

SOLDMichael Burry

Q2 '255 owners · $585.9M

REDUCEDHenry Ellenbogen$386.8M

REDUCEDLee Ainslie$45.7M

NEWMichael Burry$7.8M

INCREASEDRay Dalio$5.2M

Q1 '254 owners · $258.1M

NEWHenry Ellenbogen$113.1M

INCREASEDLee Ainslie$36.9M

REDUCEDRay Dalio$3.3M

Q4 '243 owners · $123.1M

INCREASEDStanley Druckenmiller$91.4M

REDUCEDLee Ainslie$28.8M

REDUCEDRay Dalio$3.0M

Q3 '243 owners · $147.5M

INCREASEDStanley Druckenmiller$98.7M

REDUCEDLee Ainslie$45.0M

INCREASEDRay Dalio$3.8M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

23%analyst est. 23.3%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

5.0%current: -8.5%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

MELI: Held by 6 superinvestors · 17 congress member trades

BUYMichael McCaulR

$1,001 - $15,0002026-01-30

BUYGil CisnerosD

$1,001 - $15,0002026-01-30

BUYMichael McCaulR

$1,001 - $15,0002026-01-26

BUYMichael McCaulR

$15,001 - $50,0002026-01-13

SELLGil CisnerosD

$1,001 - $15,0002025-12-24

SELLJonathan JacksonD

$15,001 - $50,0002025-12-10

BUYGil CisnerosD

$1,001 - $15,0002025-11-18

BUYMarjorie Taylor GreeneR

$1,001 - $15,0002025-10-24

BUYGil CisnerosD

$1,001 - $15,0002025-10-17

BUYMarjorie Taylor GreeneR

$1,001 - $15,0002025-08-28

BUYMarjorie Taylor GreeneR

$15,001 - $50,0002025-05-14

BUYMarjorie Taylor GreeneR

$1,001 - $15,0002025-05-05

$15,001 - $50,0002025-04-04

$1,001 - $15,0002025-03-13

BUYRob BresnahanR

$1,001 - $15,0002025-03-10

SELLJosh GottheimerD

$1,001 - $15,0002025-01-27

BUYJosh GottheimerD

$1,001 - $15,0002024-11-15