← Top Holdings

MELIMERCADOLIBRE INC

CUSIP: 58733R102

11

Guru Owners

$1.65B

Total Value Held

955,961

Total Shares

$646.1M
5.75%
$606.6M
6.24%
$233.4M
1.02%
$59.6M
0.41%
$46.5M
0.54%
$25.4M
0.11%
$13.8M
0.97%
$9.4M
0.08%
$3.8M
1.00%
$3.4M
0.00%
$5K
0.14%

📊 Fundamentals

Market Cap$91.9B
P/E Ratio47.9x
Above market avg
Forward P/E31.0x
EPS (TTM)$37.90
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 47.9x trailing earnings → 31.0x forward · 6.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$412.0M$824.0M$1.24B$1.65BQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '2611 owners · $1.65B
INCREASEDDan Sundheim$646.1M
INCREASEDHenry Ellenbogen$606.6M
NEWChase Coleman$233.4M
REDUCEDPolen Capital$59.6M
INCREASEDLee Ainslie$46.5M
REDUCEDRay Dalio$25.4M
INCREASEDWallace Weitz$13.8M
NEWTom Gayner$9.4M
NEWBill Miller$3.8M
INCREASEDDodge & Cox$3.4M
REDUCEDStanley Druckenmiller$5K
Q4 '258 owners · $1.36B
INCREASEDHenry Ellenbogen$620.3M
INCREASEDDan Sundheim$452.2M
REDUCEDPolen Capital$96.5M
REDUCEDStanley Druckenmiller$95.0M
INCREASEDLee Ainslie$52.7M
REDUCEDRay Dalio$33.8M
REDUCEDDodge & Cox$2.8M
Q3 '258 owners · $1.07B
INCREASEDHenry Ellenbogen$410.0M
NEWDan Sundheim$301.0M
INCREASEDStanley Druckenmiller$136.3M
REDUCEDPolen Capital$115.7M
INCREASEDRay Dalio$61.9M
REDUCEDLee Ainslie$40.2M
NEWWallace Weitz$8.6M
NEWDodge & Cox$916K
SOLDSarah Ketterer
SOLDMichael Burry
Q2 '257 owners · $760.3M
REDUCEDHenry Ellenbogen$386.8M
REDUCEDPolen Capital$162.5M
REDUCEDLee Ainslie$45.7M
NEWSarah Ketterer$11.8M
NEWMichael Burry$7.8M
INCREASEDRay Dalio$5.2M
Q1 '255 owners · $287.1M
NEWPolen Capital$133.7M
NEWHenry Ellenbogen$113.1M
INCREASEDLee Ainslie$36.9M
REDUCEDRay Dalio$3.3M
Q4 '243 owners · $31.9M
REDUCEDLee Ainslie$28.8M
REDUCEDRay Dalio$3.0M
INCREASEDStanley Druckenmiller$91K

💰 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
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

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
SELLTony WiedR
$15,001 - $50,0002025-04-04
BUYVal HoyleD
$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