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What smart money is saying about Mercadolibre Inc

MELI · Consumer Cyclical · Specialty Retail · Market cap $109.64B

25 funds in our archive have pitched Mercadolibre Inc — most recently Matthew 25 Fund in June 2026.

Company profile

MercadoLibre, Inc. operates as a prominent provider of digital commerce platforms throughout Latin America. Its primary service, the Mercado Libre Marketplace, is an automated online system allowing businesses, independent vendors, and private individuals to list merchandise and finalize sales. Supporting this, the Mercado Pago FinTech platform offers a financial technology solution, facilitating transactions both on and off its e-commerce sites by enabling users to securely send and receive online payments and transfer funds via web and mobile applications. The company further expands its financial offerings through Mercado Fondo, a service that permits users to invest balances held in their Mercado Pago accounts, and Mercado Credito, which extends credit options to qualified merchants and consumers. For logistics, Mercado Envios provides a comprehensive solution, empowering sellers on its platform to utilize third-party delivery services and other logistical partners, including warehousing and fulfillment capabilities. Beyond these core services, MercadoLibre also runs Mercado Libre Classifieds, an online classifieds platform for motor vehicles, real estate, and professional services. Mercado Libre Ads serves as an advertising platform, assisting major retailers and brands in promoting their products and services across the internet. Lastly, Mercado Shops offers a solution for users to establish, manage, and market their personalized online storefronts. Founded in 1999, MercadoLibre, Inc. is headquartered in Montevideo, Uruguay.

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Summarize with Warren AI
24
Reported positions
5
Bought
5
Sold
46
Letters

Position history

Between Q4 2024 and Q3 2026, 24 fund letters reported a position in Mercadolibre Inc — 5 opened or added to the position, 5 trimmed or exited.

Fund letters reporting a position in Mercadolibre Inc, by quarter
QuarterLettersBoughtSoldTheses
Q3 20263000
Q2 202618454
Q1 20263108
Q4 20250003
Q3 20250003
Q2 20250002
Q1 20250002
Q4 20240003

Fund activity · 24 positions · 10 moves

Also mentioned · 1

These funds discuss Mercadolibre Inc — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedHardman Johnston International Equity
    March 2026
    “Market Outlook After a period like the last quarter, many investors get stuck trying to predict what comes next. We have always steadfastly avoided speculating on macro scenarios or market movements. Instead, we turn our attention to closely analyzing our companies, our portfolio risks, and our opportunities. We interrogate the fundamentals of our holdings and how they should hold up in challenging conditions, including intense oil and commodity price shocks. Our assessment is that our portfolio remains resilient and capable of earnings growth in most economic scenarios. Nevertheless, there may be specific and broader risks given the ongoing geopolitical environment which is why we continue to monitor performance very closely. In addition, the volatility we are experiencing creates opportunities in mispriced stocks, overestimated negative impacts, and underestimated potential upsides for companies over the long-term. Consumer stocks have held up well but do face pressure in negative macro environments. Energy cost spikes will reduce consumer spending power, while the potential for interest rate rises will add to the squeeze. For a company like Mercado Libre, the macro environment can mean pressure on its lower- income customer segment, potentially impacting sales growth, which has come from a focus on smaller-ticket items.”
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    Mercadolibre Inc

Fund coverage · 25 theses

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