← Top Holdings
MELIMERCADOLIBRE INC
CUSIP: 58733R102
11
Guru Owners
$1.65B
Total Value Held
955,961
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| D1 Capital Partners | 373675 | $646.1M | 5.75% | $1729.02 | Q1 2026 | |
| Durable Capital Partners | 350845 | $606.6M | 6.24% | $1729.02 | Q1 2026 | |
| Tiger Global Management | 135006 | $233.4M | 1.02% | $1729.02 | Q1 2026 | |
| Polen Capital Management | 34452 | $59.6M | 0.41% | $1729.01 | Q1 2026 | |
| Maverick Capital | 26894 | $46.5M | 0.54% | $1729.02 | Q1 2026 | |
| Bridgewater Associates | 14671 | $25.4M | 0.11% | $1729.02 | Q1 2026 | |
| Weitz Investment Management | 8000 | $13.8M | 0.97% | $1729.02 | Q1 2026 | |
| Markel Group | 5450 | $9.4M | 0.08% | $1729.02 | Q1 2026 | |
| Miller Value Partners | 2215 | $3.8M | 1.00% | $1729.02 | Q1 2026 | |
| Dodge & Cox | 1987 | $3.4M | 0.00% | $1729.02 | Q1 2026 | |
| Duquesne Family Office | 2766 | $5K | 0.14% | $1.73 | Q1 2026 |
📊 Fundamentals
Market Cap$91.9B
P/E Ratio47.6x
Above market avg
Forward P/E31.0x
EPS (TTM)$38.09
Revenue (TTM)$31.8B
Profit Margin6.04%
Beta1.34
52-Week Range
$1495.00
$2548.50
Current: $1813.61
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 47.6x trailing earnings → 31.0x forward · 6.0% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '2611 owners · $1.65B
Q4 '258 owners · $1.36B
Q3 '258 owners · $1.07B
SOLDSarah Ketterer
SOLDMichael Burry
Q2 '257 owners · $760.3M
Q1 '255 owners · $287.1M
Q4 '243 owners · $31.9M
💰 DCF Calculator
DCF model · 10-yr forecastEstimates 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
27%analyst est. 26.6%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -12.9%
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 11 superinvestors · 17 congress member trades
$1,001 - $15,0002026-01-30
$1,001 - $15,0002026-01-30
$1,001 - $15,0002026-01-26
$15,001 - $50,0002026-01-13
$1,001 - $15,0002025-12-24
$15,001 - $50,0002025-12-10
$1,001 - $15,0002025-11-18
$1,001 - $15,0002025-10-24
$1,001 - $15,0002025-10-17
$1,001 - $15,0002025-08-28
$15,001 - $50,0002025-05-14
$1,001 - $15,0002025-05-05
$15,001 - $50,0002025-04-04
$1,001 - $15,0002025-03-13
$1,001 - $15,0002025-03-10
$1,001 - $15,0002025-01-27
$1,001 - $15,0002024-11-15