← Top Holdings

MELIMERCADOLIBRE INC

CUSIP: 58733R102

8

Guru Owners

$1.36B

Total Value Held

675,509

Total Shares

$620.3M
5.87%
$452.2M
4.22%
$96.5M
0.41%
$52.7M
0.57%
$33.8M
0.12%
$7.5M
0.44%
$2.8M
0.00%

📊 Fundamentals

Market Cap$95.1B
P/E Ratio47.5x
Above market avg
Forward P/E27.0x
EPS (TTM)$39.46
Revenue (TTM)$28.9B
Profit Margin6.91%
Beta1.49

52-Week Range

$1593.21
$2645.22

Current: $1875.00

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 47.5x trailing earnings → 27.0x forward · 6.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$340.2M$680.3M$1.02B$1.36BQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '258 owners · $1.36B
INCREASEDHenry Ellenbogen$620.3M
INCREASEDDan Sundheim$452.2M
REDUCEDPolen Capital$96.5M
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
NEWDodge & Cox$916K
Q2 '257 owners · $760.3M
REDUCEDHenry Ellenbogen$386.8M
REDUCEDPolen Capital$162.5M
REDUCEDLee Ainslie$45.7M
INCREASEDRay Dalio$5.2M
Q1 '255 owners · $391.8M
NEWPolen Capital$133.7M
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
24%analyst est. 24.2%
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 8 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
MELI Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker